Summit FP&A Solutions
- Categories:
- Financial Consulting,
- Financial Services
Year Founded
2026
Galaxy Discount
10%
Online Store
No
Founder's Story
Summit FP&A Solutions was created from my belief that small businesses and nonprofit organizations deserve access to the same high-quality financial planning and strategic guidance available to larger companies.
After more than 20 years of experience in financial planning and analysis, budgeting, forecasting, financial systems, and executive decision support, I saw a consistent challenge: many growing organizations had strong missions and innovative ideas but lacked the financial structure and insights needed to make confident decisions. I founded Summit FP&A Solutions to help close that gap.
What began as an idea to make finance more practical and accessible has grown into a business focused on helping leaders understand their numbers, strengthen their financial operations, and build sustainable plans for the future. Through customized forecasting, budgeting, financial analysis, and fractional CFO support, Summit partners with clients to transform complex financial information into
Business Description
Summit FP&A Solutions is a Phoenix-based financial planning and analysis consulting firm that helps small businesses and nonprofit organizations make informed, confident financial decisions. We provide customized budgeting, forecasting, cash-flow planning, financial modeling, management reporting, and strategic analysis designed to give business owners and organizational leaders a clearer understanding of their financial position. Our goal is to transform complex financial information into practical insights that support sustainable growth, stronger operations, and long-term financial stability.
Our services include fractional CFO support, annual budgeting, rolling forecasts, profitability and variance analysis, executive dashboards, scenario planning, financial process improvement, and financial systems support. Whether an organization needs help developing its first formal budget, understanding cash-flow challenges, preparing for expansion, evaluating business performance, or improving reporting for leadership and board members, Summit provides solutions tailored to its size, goals, and stage of growth.
Founded by a finance leader with more than 20 years of experience in financial planning and analysis, strategic planning, financial systems, and executive decision support, Summit combines corporate-level financial expertise with a personalized and approachable consulting experience. We are especially passionate about supporting small businesses and mission-driven organizations that need senior-level financial guidance but may not yet require or have the resources for a full-time CFO or FP&A department. Summit FP&A Solutions partners with clients to bring clarity to their numbers, strengthen financial decision-making, and build a solid foundation for the future.