Client Testimonials

“Summit Financial Group transformed our financial operations. Their R&D tax credit expertise alone saved us over $340,000 in the first year. The team is responsive, thorough, and genuinely invested in our success.”

“Working with the Summit team feels like having an in-house CFO without the overhead. Their proactive approach to tax planning has been invaluable — we've saved more in taxes in two years than we paid in fees.”

“The QoE report they prepared was instrumental in our $12M acquisition. Thorough, professional, and delivered ahead of schedule. Their M&A team understood exactly what our investors needed to see.”

“Their bookkeeping team keeps our finances immaculate. We finally have real-time visibility into our business performance. The custom dashboards they built are exactly what we needed to make better decisions.”

“Summit handled our multi-state tax compliance seamlessly. They found deductions our previous accountant missed for three years and filed amended returns that recovered over $85,000.”

“As a startup, we didn't think we qualified for R&D credits. Summit's team identified over $120,000 in credits we could apply against payroll taxes. That cash was a game-changer for our runway.”

“Their fractional CFO service has been a revelation. We get board-ready financial packages, investor reporting, and strategic guidance at a fraction of what a full-time CFO would cost.”

“We engaged Summit for sell-side QoE preparation before taking our company to market. Their work helped us present our financials in the best possible light and contributed to achieving a premium valuation.”

“The payroll transition was seamless. Summit took over from our previous provider in under a week, and we haven't had a single issue since. Their team is reliable and always available when we have questions.”

“Summit's tax planning saved our nonprofit over $60,000 last year through better structuring of our grant programs and unrelated business income. They truly understand the nonprofit space.”