Bookkeeping · Monthly Close · Advisory Insight

Your books should tell you what to do next.

Summit Advisory pairs an automated bookkeeping engine with a strategic advisor's eye — clean, reconciled numbers underneath, and insight that changes pricing, margin, and cash decisions on top. For owner-led businesses doing roughly $500K–$3M.

Book a 20-minute fit call See sample reporting

Based in Dallas–Fort Worth. Remote across the U.S.

What We Do

Bookkeeping is the engine. Decisions are the product.

01

Clean numbers

Backlog cleared once, then every account reconciled monthly on a fixed date — run on an automated close system, reviewed personally.

Explore → 02

Decision-ready reporting

A monthly packet in plain language — what moved, why it moved, and what deserves your attention.

Explore → 03

Advisory & benchmarking

A standing conversation about margin, pricing, and cash — grounded in how you compare against your industry.

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Day 8Books closed and reporting delivered, every month
87.5%Less time on close mechanics with Summit's in-house automation
8×The throughput of a manual close — hours that go to decisions instead
Stephen Snyder, founder of Summit Advisory
“Most owners get bookkeeping as data entry: transactions coded, box checked, nothing learned. The books exist so you can see margin, cash, and where the next dollar should go.”

Stephen Snyder · Founder, Summit Advisory

Meet Stephen
The Toolkit

Four tools. Ten seconds each.

Benchmark your margin, find your cash-crunch week, price your DIY hours, and scrub through a year of sample reporting.

Open the toolkit →
Next Step

Start with twenty minutes.

Tell us where the books stand — behind, messy, or just not useful — and we'll tell you what fixing it looks like and whether we're the right fit.

Book a 20-minute fit call

Prefer email first? Request the sample reporting packet on the contact page and see the visibility before you talk to anyone.