Meet Stephen.
Summit Advisory is an independent practice built on a simple idea: small business owners deserve real financial guidance, not just data entry.
Stephen has spent his career inside the financials of small businesses, building the books, closing the months, and then doing the part most accountants skip: telling owners what the numbers actually mean. He has run accounting and CFO-level advisory for more than a dozen businesses across hospitality, food service, manufacturing, and professional services, including complex multi-entity and franchise groups.
He is a QuickBooks ProAdvisor fluent in both QuickBooks Online and Desktop Enterprise, and he is known for cleaning up financial systems that have gotten messy and turning them into something an owner can actually run on. He is also a strong believer in using automation to make reporting faster and more accurate, so clients spend less time waiting on numbers and more time acting on them.
Summit Advisory is his independent practice, built on a simple idea: small business owners deserve real financial guidance, not just data entry.
The approach.
Accuracy first.
Books that match the bank, reconciled on time, every month.
Plain English.
Numbers explained the way you would explain your business.
Owner-focused.
Reports built around the decisions you actually have to make.
Proactive, not reactive.
Watch the numbers move so you can act before tax season tells you something is wrong.
- QuickBooks Online ProAdvisor
- QuickBooks Desktop Enterprise experience
- Multi-industry depth: hospitality, food service, manufacturing, professional services
- Multi-entity and franchise group experience