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About Summit Financials

Blending the precision of finance with the spirit of adventure.

I’m an MBA who finds balance both in the boardroom and on the mountain trails. Just as I navigate complex financial landscapes, I also seek new summits to conquer, bringing the same determination and strategic mindset to both my business ventures and my hiking adventures. Whether it's optimizing profitability or finding the perfect route up a peak, I’m all about reaching new heights.

I’m an MBA who finds balance both in the boardroom and on the mountain trails. Just as I navigate complex financial landscapes, I also seek new summits to conquer, bringing the same determination and strategic mindset to both my business ventures and my hiking adventures. Whether it's optimizing profitability or finding the perfect route up a peak, I’m all about reaching new heights.

What is a
Fractional CFO?

A Fractional CFO is a part-time Chief Financial Officer who provides high-level financial expertise to your business without the need to hire a full-time CFO. This service is great for small to medium-sized businesses that need strategic financial guidance but don’t have the resources for a full-time executive.

A Fractional CFO helps with things like financial planning, managing cash flow, budgeting, forecasting, and analyzing financial reports to ensure your business grows efficiently and remains profitable. They act as a trusted advisor, helping you make informed financial decisions.