One person who actually knows your books.
Founder-led, systems-powered, and straight answers to the questions owners actually ask.
Stephen Snyder
Founder, Summit Advisory
Stephen came up inside a Dallas strategic advisory firm as the analyst owners called when the numbers stopped making sense. He rebuilt broken multi-year books into clean, audit-ready statements, built driver-based forecasts and cash-flow plans, and advised owners on pricing and cost structure that moved real margin.
The pattern was that he kept ending up in the CFO seat. He helped drive a multi-million-dollar debt restructuring for a major Texas company, worked alongside an acquisitions team to restructure financials and position a business for its strongest valuation, and performed a business valuation for an owner client he brought in himself. Inside the firm, he led the shift from transaction bookkeeping to a strategic advisory model. Summit is that same conviction built from scratch: automated books underneath, an advisor across the table.
- Helped drive a multi-million-dollar debt restructuring for a major Texas company
- Worked alongside an acquisitions team to position a business for sale at its strongest valuation
- Performed a business valuation for an owner client
- Project-managed the Summit Ledger Engine, Summit's in-house close automation system
- Led a firm's pivot from transaction bookkeeping to CFO-level advisory
Details anonymized to protect client confidentiality. Specifics in conversation.
The questions owners ask.
How is pricing structured?
Two parts. Cleanup is a one-time project with a fixed quote after the diagnostic, you know the number before we start. Monthly service is a flat monthly fee based on transaction volume and number of accounts, quoted in writing. No hourly billing, no surprise invoices.
Do you do my taxes?
No. We don't prepare or file tax returns, and we don't give tax advice. What we do is keep your books clean and closed monthly, then coordinate with your CPA or tax preparer at year-end, they get a reconciled, documented file instead of a box of questions, which typically makes their work faster.
What software do you support?
QuickBooks Online and QuickBooks Desktop. If you're on Desktop and considering a move to Online, we can manage that migration as part of cleanup, but we don't force it.
What happens to my books if we part ways?
Nothing dramatic. Your books live in your own QuickBooks file and you own every record. There's no proprietary ledger to escape from, if we stop working together, you keep everything, current through the last close.
Do we need to be local to work together?
No. The work is fully remote, secure document sharing, bank feeds, and a monthly video review call. We're based in Dallas / Fort Worth, so if you are too, in-person meetings are easy to arrange.