Clean books. Sharp strategy. A CFO in your corner.
Summit Advisory gives Dallas-Fort Worth small business owners accurate books and the strategic insight to act on them, without paying for a full-time CFO.
Sound familiar?
You are flying blind on financials. Revenue looks up; cash still feels tight.
QuickBooks is behind, messy, or set up wrong, and the reports do not match the bank.
Your CPA only shows up at tax time. Nobody is helping you read the numbers during the year.
You are about to make a real decision (hire, expand, take on a partner) and you are guessing.
Two services. One financial backbone.
Fractional CFO and Financial Strategy
You do not need a full-time CFO. You need someone who can read your numbers, tell you what they mean, and help you decide what to do next.
- Monthly KPI dashboards
- Profitability by customer and product
- Cash flow forecasting
- Strategic decision support
Bookkeeping and Accounting
Strategy is worthless if the underlying numbers are wrong. Summit Advisory keeps your books accurate, current, and closed on time, so every report and every decision rests on real data.
- Monthly bookkeeping and reconciliation
- Month-end close
- QuickBooks Online and Desktop Enterprise
- Catch-up and cleanup
Built for owners who want answers, not invoices.
Not just a bookkeeper.
Clean books AND the strategic interpretation, from one person.
Real multi-industry depth.
Hospitality, food service, manufacturing, and professional services. Not generic.
Multi-entity and franchise experience.
Comfortable with intercompany structure and groups of related businesses.
Both QuickBooks platforms.
Online and Desktop Enterprise, including rescuing messy files.
Automation-forward.
Builds systems so your reporting is faster, cleaner, and on time.
Local and direct.
A DFW owner-to-owner relationship, not a faceless firm and a ticket queue.
A simple process built around clarity.
Free consultation
A no-pressure call to understand the business and the current pain.
Financial assessment
Review the current books and financial position; identify gaps.
Cleanup and setup
Get the books accurate and current; set up systems and reporting.
Monthly rhythm
Ongoing bookkeeping, on-time month-end close, and clear reporting.
Strategic reviews
Regular sessions where the numbers turn into decisions.
Real CFO-level thinking for businesses that have outgrown a bookkeeper.
Stephen has spent his career inside the financials of small businesses, building the books, closing the months, and then telling owners what the numbers actually mean. Summit Advisory is his independent practice, built on a simple idea: small business owners deserve real financial guidance, not just data entry.
Read more about Stephen →Currently building case studies with launch clients. Ask about references on the consultation.
Stop guessing about your numbers.
If your books are messy, behind, or unclear, the first step is a simple conversation.