The entrepreneurs' fiduciary.
Don't just hire an accountant. Hire a partner.
Our Services
Bookkeeping & Data Analysis for Small Businesses
Our bookkeeping services include:
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accurate recording/categorization of all financial transactions
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monthly reconciliations for bank and credit card statements
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monthly financial reports delivered to you within the first 10 days of each month
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For clients that don't currently use bookkeeping software, we will determine the best software option for your business and create your books from scratch.
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Take it a step further and add our Data Analysis package to fully understand your numbers from every angle.:
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customized spreadsheets to track custom metrics
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automated financial systems that increase operational efficiency
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budgeting, forecasting, analysis for critical decisions
Fractional CFO
For those entrepreneurs that thrive at the operational side of the business but hate the financial side. Fully outsource your finance department to Summit Advisory Group, so you can focus on doing what you know and love.
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With our Fractional CFO package, you have an entire accounting team supporting your business; we handle everything for you! Not only do we perform all of your day to day bookkeeping tasks, we will also be your think-tank to help your business grow, help maximize your cash flow and proactively manage your balance sheet. Our Fractional CFO package includes:
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bookkeeping
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customized spreadsheets to track custom metrics
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automated financial systems that increase operational efficiency
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budgeting, forecasting, analysis for critical decisions
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smart balance sheet/cash flow management
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proactive approach to creative financing opportunities
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yearly close-outs
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payroll processing
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inventory management
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growth and expansion consulting
CRM Setup & Maintenance
A CRM is one of the most important parts of a successful business. Stop stressing over the administrative aspects of your business. The proper CRM in place comes with the following benefits:
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seamlessly manage your leads, clients, jobs/appointments, and employees in one place
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improve customer satisfaction and communication
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automate repetitive tasks to boost efficiency
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learn valuable data insights to drive sales and marketing efforts
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collaboration between your sales, service, and marketing teams to easily track customer interactions and improve the sales pipeline
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grow your business by fostering loyalty and closing more deals
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A bookkeeping system + CRM is a powerful combination that all growing businesses need. Hire Summit Advisory Group to set up your CRM from scratch. With years of experience testing and using different platforms, our team of experts will match you with the best software combinations, and implement systems to automate the mundane parts of your business.
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Process Optimization
Do you manage your business using 5 different platforms + random spreadsheets? Do you feel like you are constantly managing chaos instead of growing your business?
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Are you struggling with compliance or internal controls because you don't have effective systems in place?
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Or maybe you are struggling to scale because you lack process documentation and have no SOPs in place.
Whatever your issue, Summit Advisory Group has a solution! Every client is unique and we know what worked for another client may not work for you. We work intimately with each of our clients to provide in-depth assistance and customized strategies.
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system consolidation
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system migration
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create SOPs
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Risk Assessment, Compliance & Auditing
A CRM is one of the most important parts of a successful business. Stop stressing over the administrative aspects of your business. The proper CRM in place comes with the following benefits:
-
seamlessly manage your leads, clients, jobs/appointments, and employees in one place
-
improve customer satisfaction and communication
-
automate repetitive tasks to boost efficiency
-
learn valuable data insights to drive sales and marketing efforts
-
collaboration between your sales, service, and marketing teams to easily track customer interactions and improve the sales pipeline
-
grow your business by fostering loyalty and closing more deals
​
A bookkeeping system + CRM is a powerful combination that all growing businesses need. Hire Summit Advisory Group to set up your CRM from scratch. With years of experience testing and using different platforms, our team of experts will match you will the best software combinations, and implement systems to automate the mundane parts of your business.
​​
Growth/Expansion Consulting
Do you manage your business using 5 different platforms + random spreadsheets? Do you feel like you are constantly managing chaos instead of growing your business?
​
Are you struggling with compliance or internal controls because you don't have effective systems in place?
​
Or maybe you are struggling to scale because you lack process documentation and have no SOPs in place.
Whatever your issue, Summit Advisory Group has a solution! Every client is unique and we know what worked for another client may not work for you. We work intimately with each of our clients to provide in-depth assistance and customized strategies.
​
-
system consolidation
-
system migration
-
create SOPs
​​
Meet the Owners
"A couple of accountants"
Kiana Elam-Buchanan, CPA
CEO, CFO
After graduating from George Mason University in 2009, Kiana quickly attained her CPA and became a force in the public accounting industry. With almost 20 yearly of professional experience, with major brands like E&Y, PwC and Deloitte, she decided to start her own firm in 2025 and Summit Advisory Group was born.
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Coming from a lineage of entrepreneurs in the Roanoke Valley, she is passionate about utilizing her experience and expertise for the benefit of small businesses, non-profits and hard-working families.
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Primary expertise:
Compliance, Risk Management, Auditing, Operational Efficiency, Growth/Expansion
Adrian Buchanan
COO
Adrian is a proud 2011 graduate of Virginia Tech. He started his professional accounting journey with a small government contractor outside of DC, where he was very hands on with most of the company's financial operations. In 2018, he quit that job to start a service business and has been successfully self-employed since. He is an avid investor and well adept at balance sheet management, and prides himself on creative approaches to financial problems.
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He is very passionate about helping small business owners and individuals in various ways.
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Primary expertise:
Bookkeeping, CRM Management, Operational Efficiency, Growth/Expansion
This is not our only business together. Started in 2019, we also own and operate a real estate business with a focus on rehabilitating damaged homes in Virginia. We have a combined 31 years of experience in various corporate and entrepreneurial roles, and we can't wait to put it to use for you!
Powerful Solutions
Creative Expertise
Active Communication
