With over two decades of leadership experience in accounting, finance, IT, sales, and operations, and leadership across various industries around the globe, our team has the expertise and knowledge to help small businesses succeed in today's challenging business landscape. Additionally, we have a proven methodology that will help your business succeed in an change initiative your undertake.
We understand that every business is unique, which is why we provide tailored solutions to meet the specific needs of our clients. Our solutions are designed to help small to medium sized businesses optimize their financial performance, technology and achieve their goals.
We believe that small to medium sized businesses should have access to high-quality accounting, strategic leadership and IT consulting services without breaking the bank. That's why we offer affordable pricing options to fit any budget. Call or email us to setup a free consultation to put together an affordable plan that meets your needs.
Our fractional CFO and Controller services will help your company set and achieve strategic goals, forecast your cash flow and adjust as needed, increase your profitability, identify a cost optimization strategy, navigate audits, manage expenses, plan capital expenditures, set budgeting and forecasting, and provide financial analysis and modeling.
Our ERP consulting services are designed to help you focus on what you do best, reduce costs, increase flexibility, and improve business performance. We offer a range of ERP services, including implementation, data migration, outsourced accounting, payroll, and financial performance reporting and management to help you grow your business to its peak performance.
Our outsourced accounting and bookkeeping services help you transact monthly entering A/R, A/P, completing bank reconciliations, closing your books, and putting together your monthly reporting package. We can also provide in depth analysis of your business performance and act as a fractional Controller/CFO when needed. We have a range of services designed to help you in any situation, including clean-ups.
Our managed services are designed to help you reduce downtime, improve productivity, and increase profitability. We offer a range of services, including ERP and CRM optimization, NetSuite and QuickBooks support, and end user training to keep your business running smoothly.
We offer business advisory solutions to help you develop the right business processes and implement the right technology for your business. Let our highly experienced advisors that have worked with hundreds of companies help your company maximize performance, minimize cost, and grow revenue streams to new levels.
Our project and changes management services come with proven methodology designed to get you through challenging projects and growth initiatives successfully. Let us guide you through you design, architecture, configuration, data migration, end user training, testing, go-live, and post go-live support, ensuring you meet all of your objectives for a successful project.
Summit Technology Advisors was formed by a group of highly experienced accounting, finance, and IT experts with over two decades of experience leading companies with global presences. We provide straightforward, high quality accounting, finance and IT consulting services to small to medium sized businesses in all industries at a highly competitive price. It's our goal to make sure you see value in the services we provide and that you reach your peak performance through our advisory and partnership along your company's journey. We are committed to helping you succeed.
The CEO and founder of Summit Technology Advisors, Dr. Tish Bates, has dedicated her career to accounting, finance and technology leadership over the past two decades. Tish and her team are passionate about successfully growing small to medium sized businesses and have helped hundreds of companies grow their business, implement leading practices, and grow the next generation of leaders.
We have collectively architected, implemented and developed over 500 ERP and CRM systems across the software, high tech, manufacturing, healthcare, distribution, professional services, financial, retail, education, general business, and non-profit verticals. We also have a team of accountants who have worked in both public and private companies as CEO's, VP's, fractional CFO's, Controllers and Accounting Managers and know SOX compliance, SEC Reporting, audits, GAAP and IFRS, international taxation and localization, HRMS and HIPAA. We can help you grow your income, increase profits, and cut costs without breaking the bank!
We work with a diverse range of small to medium sized businesses across various industries, from startups to established companies. Our clients appreciate our personalized approach to servicing their business and our commitment to their success. But don't ask us, read what they have to say in our reviews below!
Accountants and CFO's are expensive to hire as full time employees. The average cost for a CFO these days is around $400,000 with base salary, benefits, recruiting and bonuses. Let us provide the value of that expertise at a fraction of the cost. Our easy to understand recurring monthly packages give you the option to choose the level of support you need based on what is right for your company at the stage it is in. All of our packages are month to month commitments, billed in advance monthly.
Designed for small businesses with under $1 Million in annual revenue. The services included in this package are:
We can also catch you up and clean up any books for an additional one time fee and get you on the right path with your bookkeeping. Please set a call to discuss these needs with us.
Designed for those businesses in strategic growth mode with revenue of over $1 Million per year. Here are the services you get with this package:
Let our experts do the monthly accounting for you. We have a team of accountants who have been operating Quickbooks, NetSuite and Intaact, running their own companies, and dealing with everything from payroll to tax to month-end close processes for over 2 decades. Find the package that is right for you or call us to create one!
We will setup your ERP system and train you on the in's and out's of the system. Our proven methodology takes you through requirements, data migration, configuration, project team training, testing, end user training, go-live preparation, go-live, and your first month end close.
We provide all of the data templates and for an additional service charge, we will even cleanse your data, import it and tie it out for you.
Hiring the team to support your ERP can be very expensive. The average cost of a Systems administrator today can run $150k when you factor recruiting, training and benefits into the cost. Our team of experienced advisors can serve all of your systems administration needs, optimize your environment, develop custom functionality and processes for you, and monitor and maintain your system's performance. In addition, we will recommend dashboards, KPI metrics, and reports.
Have you outgrown QuickBooks and now you are ready to move to a larger ERP? Let our team handle all of those details for you and then move you into your new ERP monthly service package. To do this conversion, we will handle the data conversion, setup and training over your new ERP and CRM system. In addition, we will ensure your data integrity is high and your business processes are set for you to scale growth far beyond your current levels.
*Services and prices subject to change upon annual renewal of contracts