Your Financial Partner for Growth
Expert accounting, tax strategy, and advisory services that help ambitious businesses scale with confidence and clarity.
Trusted by Growing Businesses
The Difference is Clear
See how Summit Financial Group reimagines what your accounting partner should be.
The Old Way
Reactive tax filing — surprises every April
Bookkeeper who just records transactions
Missing valuable tax credits you qualify for
Generic advice from a generalist CPA
Outdated systems and delayed reporting
No guidance for growth or exit strategy
The Summit Way
Proactive year-round tax strategy that minimizes liability
Financial partner who interprets data and drives decisions
Aggressive, compliant credit capture (R&D, WOTC, etc.)
Industry-specialized guidance from experienced professionals
Real-time dashboards and cloud-based modern tech stack
Advisory support from startup through exit
Industries We Serve
Specialized expertise across the industries that matter most.
Tech Startups
Scaling from seed to Series C and beyond
Manufacturing
Cost accounting and inventory management
Contractors
Job costing and construction accounting
Professional Services
Time tracking and project profitability
Healthcare
Practice management and compliance
Real Estate
Property management and 1031 exchanges
E-commerce
Sales tax and multi-state compliance
Nonprofits
Fund accounting and grant management
Businesses Served
Tax Returns Filed
in R&D Credits Claimed
Years Experience
What Our Clients Say
Hear from the businesses we've helped grow and succeed.
Summit Financial Group transformed our financial operations. Their R&D tax credit expertise alone saved us over $340,000 in the first year.
Sarah Chen
CEO, TechVault Solutions
Let's Build Your Financial Future Together
Schedule a free, no-obligation consultation and discover how strategic accounting can transform your business.