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The Power of Expert
CFO Advice

 We will accelerate your growth, improve profitability, strengthen cash flow and increase the value of your business —

from sophisticated modeling to high-impact financial strategies we understand the path to take your business to the next level.

We are your guide to the Summit.



Taking Your Business to
the Next Level

CFO Services

Reach your growth objectives with strategic finance support including forecasting, fundraising, and more.

  • Business Intelligence using critical financial metrics, KPIs, OKRs that matter.

  • Benchmarking across industry, market and competition.

  •  Board Reports & Investor Decks.

Accounting Services

Accurate monthly reporting with clear business financials, budgets and forecasts. 

  • Cash flow and burn rate analysis.

  • Payroll, AP & AR.

  • Generally Accepted Accounting Principles (GAAP).

  • Audit & Compliance.

  • ERISA & ESOP Audit.

Finance Optimization

Tax Strategies, Equity Plans, 409a, R&D Credits, Quality of Earnings, and business Valuations.

  • Full Finance Tech Stack that grows with you.

  • Financial Process Improvements with key financial systems that scale

  • Cap Table Management & Planning.

We’re Good with Numbers


PE & VC Capital Raised


Years of Experience


Successful Exits



From Startup to Exit Our Experts Are Your

Competitive Advantage

We are a specialty CFO Advisory based in Salt Lake City, UT, focused on scaling startups and high-growth companies. We pride ourselves on understanding your unique business needs and the importance of the financial levers that power your business.

We have over 20 years of executive financial leadership experience where we have overseen the finance and accounting functions of companies from $5ml to $100ml+ in revenue. We have experience in the venture capital and private equity markets and have done considerable work building businesses from ideation to successful exits.

In addition, our areas of expertise include a wide degree of financial knowledge from Capital Fundraising, M&A Advisory, Business Intelligence, Opportunity & Risk Analysis, Executive & Sales Compensation Plans, and Business Equity Valuation.

We offer a highly engaged, proactive, service-driven partnership meant to benefit all of your business's stakeholders.

We are confident we will be able to improve your business's growth, profitability, and enterprise value with our comprehensive, actionable financial strategies.

We reach the Summit with you.



“Rock solid. Bulletproof financials finally.”

Eli Phillips
Forrester Construction





Let’s Work Together

26 S Rio Grande St, 2nd Fl, Salt Lake City, UT 84101

Tel: 801.396.5596

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© 2022 by The Summit Group. 

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