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We Help Small Business Grow Big

We bring CFO level services to small and medium-sized businesses and startups at a price they can afford

About Us

My Summit CFO is a full service consulting and CFO firm at a fraction of the price of hiring a full time, in house, CFO. At My Summit CFO we bring CFO level services to small and medium sized businesses and start ups at a price they can afford and with service they cannot afford to be without.

You wouldn’t head off to an unknown mountain without a guide, why should business be any different. Climbing the uphill battle of business can be daunting, going it alone can be dangerous. At My Summit CFO we will assist you in achieving your summit!

ONE CLEAR PATH

One Clear Path is made up of six steps that lead you to having a thriving and more profitable business.

We call it “One Clear Path” because we know that is what you really need in order to have a thriving and more profitable business. Think about it, you got into business because you are an expert in your craft, not because you understand business or numbers…a dentist owns a dental practice because they are a dentist. That’s what they do best! Now that they have a dental practice, they need someone they can rely on that will assist them in having a successful business.

This is where One Clear Path comes in. Here are the 6 steps…

Throughout our engagement we will update information monthly to get you, and keep you, on the one clear path. We even have a dashboard created that will show you the areas you are doing well in, and those that need or require your attention. We will focus on these areas each month to assist you in achieving your summit!

At a fraction of the cost of hiring a full time, in house CFO, My Summit CFO is the right choice for small and medium sized businesses to get the advantages of a CFO at an affordable price, without compromising service.

Here is what you get with our My Summit CFO

The One Clear Path

This is a My Summit CFO exclusive and is designed to increase cash flow and realize increased revenue.

More time to focus on new services, new customers, and other core business issues.

Better understanding of the financial condition of your business, so you have fewer surprises and more control over your finances.

Improved decision

Making capabilities and a guide to help you navigate them

We can also help you in the following areas

Process Review & Improvement

My Summit CFO will improve your daily financial processes, accounts receivable, billings and collections, payables and disbursements and payroll by ensuring all transactions are being processed in the proper internal control environment in the most efficient manner possible.

Strategic Planning

We assist the business owner in developing a strong strategic financial plan incorporating elements needed to develop, monitor, and direct the implementation of the company’s business plan and develop performance measurements in support of the company’s strategic goals.

Manage Key Business Relationships

My Summit CFO can assist the business owner with managing key time-consuming business relationships with bankers, auditors, attorneys, insurance brokers, financial & estate planners, vendors, & other key business contacts. This allows the business owner to better focus on the core aspects of the business.

Raising Capital

When it comes to borrowing or raising equity, My Summit CFO can provide financial information in the format that lenders and investors want to receive. Whether it’s a line of credit, facility lease, equipment financing, or real estate loan, My Summit CFO can help your company succeed in obtaining these funds and negotiating a favorable result.

Our CFO services start at only $1,200 per month. With a price like that, you cannot afford to be in business without My Summit CFO.

Contact us today to learn more about what we can do for your business.

Bookkeeping Services

Bookkeeping is a compliance component of every business. We offer these services through our affiliated business; Better Books PA. Better Books PA is a Pennsylvania based bookkeeping service providing these services to companies across the United States owned by Damien Scott. This unique relationship in business affords My Summit CFO greater insight into your business while ensuring that your books and records are done both timely and accurately, allowing My Summit CFO to better serve you. Bookkeeping Services are a separate charge and start at only $500 per month. A fraction of the cost of hiring an internal bookkeeper. For more information please visit www.betterbookspa.com.