Bookkeeping and CFO services built around the decisions you actually have to make.
Summit Advisory sits in the gap between a cheap bookkeeper and a six-figure CFO. Accurate books, real interpretation, and a financial partner who knows your business.
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 financial reporting and KPI dashboards
- Customer, product, and segment profitability analysis
- Cash flow management and forecasting
- Budgeting, planning, and scenario modeling
- Pricing strategy and margin analysis
- Labor cost and operational cost strategy
- Vendor concentration and spend analysis
- Multi-entity and intercompany structuring
- Owner advisory and 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 bank reconciliation
- Month-end financial close
- QuickBooks setup, cleanup, and migration (Online and Desktop Enterprise)
- Catch-up and cleanup for neglected or messy books
- Payroll operations and payroll tax compliance support
- Accounting systems and automation setup
Pick the level that matches where you are.
Essential Track
Owners who need clean, current books and basic monthly reporting.
- Monthly bookkeeping and reconciliation
- Month-end close
- Standard monthly financial statements
Business Booster
Owners ready to use their numbers, not just file them.
- Everything in Essential Track
- Monthly financial review
- KPI dashboard
- Light advisory
Enterprise Edge
Growing or multi-entity businesses that need a true financial partner.
- Everything in Business Booster
- Full fractional CFO advisory
- Deep profitability and cash flow analysis
- Forecasting and scenario planning
- Multi-entity support
Need a one-time cleanup or a specific decision? Project-based CFO engagements available. Not sure which fits? Book a call →