FINANCIAL SERVICES BY SUMMIT

Accounting and financial systems should accomplish more than just compliance with tax and reporting regulations. Good systems also enable business owners to maximize the use of their assets and make informed decisions to help accomplish long-term goals. Whether you are looking for someone to help you implement a full financial plan, or just assist in a specific area, Summit consultants are available to provide the resources and guidance that you need.

FINANCIAL REPORTING

The challenge of financial reporting is accurately communicating to key decision makers the current financial position of the organization and the expected future results based on past success. To do this effectively requires the right training, software, and processes. Summit can help you develop a financial reporting strategy and assist with implementing that strategy through your team. We can support your financial reporting goals with strategies for:

  • Financial Projection
  • Profitability Analysis
  • Cost-Benefit Analysis

 

Financial Compliance

The cost of failing to comply with any of the numerous regulations and requirement imposed on businesses can be very high.  Ensuring compliance requires addressing multiple aspects.    Summit consultants can help you identify your compliance requirements and then help you meet those requirements.   We can support your financial compliance goals with strategies for:

  • Financial Policy Development
  • Financial Policy Applications
  • Financial Risk Abatement

Asset Management

Successful organizations look for ways to minimize the cost of financing, manage their cash flow to ensure flexibility, and create opportunities for revenue and profit from existing assets and resources.  We can help you develop a plan to maintain the right balances of solvency and liquidity while also helping ensure that you maximize the return on your assets. We can support your asset management goals with strategies for:

  • Cash Flow Management
  • Investment Management
  • Tax Planning
Debra Bradshaw

Debra Bradshaw

Debra Bradshaw served in the United States Marine Corps for 12 years, advancing quickly to Chief Warrant Officer. During her career as a Marine, she served as a payroll accountant, auditor and system administrator, as well as serving as an instructor at the Financial Management School.

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Allison Dyer

Allison Dyer

A native of North America, Allison brings a wealth of experience to Summit. She attended university at an undisclosed state institution in Johnson City, Tennessee, with the original dream of becoming a veterinarian specializing in the duck-billed platypus and the African emu. A tragic accident involving her beloved pet howling monkey...

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Curt Henry

Curt Henry

Curt Henry is a seasoned business executive with seven years general management experience and over 20 years in domestic and international marketing and sales. In 2000, Curt was chosen to lead the turnaround of a local manufacturing company with struggling product lines.

 

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Michelle Brashears

Michelle Brashears

A Kingsport native, Michelle brings nearly 20 years of experience to Summit. She began her career at a Big Four accounting firm as an auditor serving companies in many different industries, including healthcare, not-for-profit, education, government, trucking, manufacturing, retail, and others.

 

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Anita Fields

Anita Fields

Anita Fields works as a Staff Accountant for Summit and brings several years of Cost and General Accounting experience to the company.Anita has a B.A. of Economics and Business Administration from King College, graduating Summa Cum Laude with a concentration in Accounting.

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Scott McPhail

Scott McPhail

Scott comes to The Summit Companies after a long career in the restaurant and hospitality industry, where he served in various operational and supervisory management positions. His leadership and skills propelled his unit to a company “Restaurant of the Year”…

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John Dodge

John Dodge

John hails from Milwaukee, Wisconsin. After working in factories to pay his way for college, he served as an officer in the U.S. Navy, and then studied industrial economics and earned a PhD in Economics from the University of Wisconsin in Madison.

 

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Eric Fields

Eric Fields

Eric brings many years of experience working with businesses and not-for-profit organizations to Summit. After working in cost accounting for a manufacturing company throughout college, Eric began his career after graduation in commercial risk management.

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William Teng

William Teng

William Teng received his MBA (1993) and Ph.D. (1998) in Business Administration from the University of Memphis. He also holds the designations of Chartered Financial Analyst (CFA) and Certified Financial Manager (CFM). William has more than 15 years of full-time teaching experience.

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