Financial Services That Drive Growth

Strategic financial leadership and expertise to help your business achieve sustainable growth and success.

Financial Services That Drive Growth

Strategic financial leadership and expertise to help your business achieve sustainable growth and success.

Our Services

Comprehensive CFO Solutions

Tailored financial services designed to meet the unique needs of small and mid-sized

businesses at every stage of growth.

Financial Strategy

Develop comprehensive financial strategies tailored to your business goals and growth trajectory.

Cash Flow Optimization

Improve cash flow management and forecasting to ensure operational stability and investment readiness.

KPI Development

Create and track meaningful KPIs that measure progress and drive strategic decision-making.

Cost Management

Identify opportunities to optimize costs without sacrificing quality or business performance.

Investment Readiness

Prepare your business for outside opportunities, for funding or outside opportunities.

Business Analysis

Analyze business performance and identify opportunities for growth and improvement.

Our Services

Comprehensive CFO Solutions

Tailored financial services designed to meet the unique needs of small and mid-sized

businesses at every stage of growth.

Financial Strategy

Develop comprehensive financial strategies tailored to your business goals and growth trajectory.

Cash Flow Optimization

Improve cash flow management and forecasting to ensure operational stability and investment readiness.

KPI Development

Create and track meaningful KPIs that measure progress and drive strategic decision-making.

Cost Management

Identify opportunities to optimize costs without sacrificing quality or business performance.

Investment Readiness

Prepare your business for outside opportunities, for funding or outside opportunities.

Business Analysis

Analyze business performance and identify opportunities for growth and improvement.

Our Approach

How We Work Together

A structured, collaborative process designed to deliver measurable results for your business.

Our Approach

How We Work Together

A structured, collaborative process designed to deliver measurable results for your business.

What to Expect

Measurable Results

Our clients experience tangible improvements in their financial performance and business operations.

Here's what you can expect when working with us:

Improved cash flow and working capital efficiency
Enhanced financial visibility and decision-making
Optimized cost structure and increased profitability
Stronger financial systems and controls
Strategic growth planning and execution
Investment readiness and funding preparedness

What to Expect

Measurable Results

Our clients experience tangible improvements in their financial performance and business operations. Here's what you can expect when working with us:

Improved cash flow and working capital efficiency
Enhanced financial visibility and decision-making
Optimized cost structure and increased profitability
Stronger financial systems and controls
Strategic growth planning and execution
Investment readiness and funding preparedness

Client Success

What Our Clients Say

Don't just take our word for it. Here's what business owners have to say about working with us.

Heather's financial insights and strategic guidance helped us increase our profit margin by 18% in just six months. Her ability to translate complex financial data into actionable business decisions is remarkable.

Sarah Johnson

CEO, Elevate Marketing Group

Working with Summit CFO transformed our understanding of our business finances. Heather's approach to cash flow management and KPI tracking gave us the clarity we needed to scale successfully.

Michael Chen

Founder, Innovate Tech Solutions

As a growing healthcare practice, we needed financial leadership that understood our unique challenges. Heather provided exactly that, helping us optimize operations while maintaining our focus on patient care.

Dr. Rebecca Torres

Owner, Wellness Medical Center

Client Success

What Our Clients Say

Don't just take our word for it. Here's what business owners have to say about working with us.

Heather's financial insights and strategic guidance helped us increase our profit margin by 18% in just six months. Her ability to translate complex financial data into actionable business decisions is remarkable.

Sarah Johnson

CEO, Elevate Marketing Group

Working with Summit CFO transformed our understanding of our business finances. Heather's approach to cash flow management and KPI tracking gave us the clarity we needed to scale successfully.

Michael Chen

Founder, Innovate Tech Solutions

As a growing healthcare practice, we needed financial leadership that understood our unique challenges. Heather provided exactly that, helping us optimize operations while maintaining our focus on patient care.

Dr. Rebecca Torres

Owner, Wellness Medical Center

Common Questions

Frequently Asked Questions

Find answers to common questions about our services and approach.

What size businesses do you work with?

We primarily work with small to mid-sized businesses with annual revenues between $1 million and $50 million, though we've successfully served businesses outside this range as well.

How much does it cost to work with you?

Our services are tailored to meet the specific needs of each client, with investment levels varying based on scope, complexity, and engagement structure. We offer flexible options to accommodate different budgets.

Do you replace our existing accounting team?

No, we complement your existing team. While we can help optimize your accounting function, our primary focus is on strategic financial leadership that builds upon your current accounting infrastructure.

How long does it take to see results?

Many clients experience immediate benefits from improved financial clarity. Tangible financial improvements typically emerge within 30-90 days, with more comprehensive results developing over 6-12 months.