Business Advisory & Fractional CFO Services

Summit Advisory establishes close partnerships with clients on a daily, weekly, or monthly basis — meticulously tailoring our services to monitor and advance your personal and business performance.

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Our Advisory Practice

Trusted Advisors Who Know Your Business

We are different, and so is our way of thinking. We like to get to know our clients well and carry out much of our work in person, often face to face. Our advisory relationships are built on genuine understanding of your business, your industry, and your unique goals.

Whether you need a monthly financial review, strategic planning support, or a trusted sounding board for major decisions, Summit Advisory is the partner you need at your side. We provide Big Four expertise without the exorbitant fees.

Ongoing advisory relationships — not one-time engagements
Face-to-face meetings and real-time responsiveness
Industry-specific knowledge across key business sectors
Integration with your tax, insurance, and financial planning
Fractional CFO and senior-level strategic advisory available
Access to our global professional network for specialized needs

Explore Advisory Options

Business advisory meeting with CPA and client reviewing financial performance

Advisory Services

How We Advise Our Clients

Our advisory services span the full range of business and personal financial needs — giving you a trusted expert in every dimension that matters.

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Financial Performance Advisory

Monthly review of financial statements, KPIs, and cash flow to ensure your business is on track and your leadership team is equipped with actionable insights.

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Strategic Business Planning

Annual and multi-year strategic planning support — helping you set meaningful goals, identify growth opportunities, and build a roadmap for sustainable success.

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Fractional CFO Services

Senior financial leadership on a fractional basis for growing businesses that need executive-level financial guidance without the cost of a full-time CFO.

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Board & Governance Advisory

Support for nonprofit boards and business owners navigating governance responsibilities, fiduciary duties, and organizational accountability frameworks.

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Business Restructuring

Guidance on entity restructuring, ownership transitions, mergers, acquisitions, and exit planning to maximize value and minimize risk at every stage.

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Grant & Funding Strategy

Nonprofit and social enterprise advisory on funding strategy, grant application positioning, funder relations, and revenue diversification planning.

Engagement Models

Advisory on Your Schedule

We offer flexible advisory engagement models to match your organization's needs, budget, and pace of growth.

Monthly Advisory

Regular monthly meetings with your dedicated advisor covering financial performance, strategic priorities, and upcoming decisions. Ideal for growing businesses.

Quarterly Strategic Reviews

In-depth quarterly reviews of performance, strategy, and planning. Perfect for organizations that need consistent oversight without monthly intensity.

Project-Based Advisory

Focused advisory support for specific initiatives — fundraising strategy, business restructuring, grant preparation, or major financial decisions.