Fractional CFO and Accounting Services
Yield Creative is pleased to collaborate with Summit CPA to provide a powerful combination of financial, accounting and consulting services to our clients. Our work with you builds on our strong expertise as Certified Public Accountants, as strategy consultants and legal counsel, and as executive leaders and coaches.
Our financial services and support are designed in close collaboration with clients to powerfully advance their strategic goals. Clients seek us out for retainer-based accounting, Fractional CFO and Controller engagements. We also support project-based engagements in accounting system design and management, planning and forecasting, budget development and financial reporting. We are also available to support financial presentations, the development of financial policies and procedures and audit support.
Summit CPA is led by J. Frank Emmert, a licensed CPA with more than 13 years of experience in public, private and nonprofit accounting. Frank’s passion for working closely with clients to develop accounting solutions led him to create Summit CPA which works with a broad array of large and small clients across both private and nonprofit domains. Leveraging a team of 12 and a network of 20+ independent CPA/CFOs, Summit has the unique ability to field clients/projects of all sizes and match the best solution to any need. The firm provides a wide range of accounting, analysis, and advisory services to clients, supporting them in becoming more agile, increasing operational efficiencies, and conveying the power of their strategies through a financial lens.
Our Services
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Accounting and Bookkeeping
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Budgets and Financial Reporting
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Planning and Forecasting
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Policies, Procedures, Audit Support
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Cash Flow, Investment Optimization
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Finance Team Development, Coaching
In our work with you, we work hard to get to know your organization and help drive your success. We’re constantly on the lookout for paths to build your agility, increase operational efficiencies and convey the power of what you are accomplishing through a financial lens.
Please reach out for a free consultation—we’d love to hear about your work and where we might be able to support. We’re ready to sign a strong Non Disclosure Agreement, and, after an initial conversation, we typically ask prospective clients to answer a short survey that requests details about current systems in place, annual transaction volume, and other items to help us understand your plans. Your information then allows us to create an estimate for ongoing retainer-based efforts and/or project-based supports to address your needs.
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