Summit Financial Solutions

Lauren is a Certified Public Accountant with over a decade of experience supporting individuals and businesses with tax preparation, bookkeeping, and strategic planning. She partners closely with business owners to streamline their financial operations and support their growth. With solutions tailored to each client’s unique needs, Lauren believes in making accounting accessible and empowering clients with the insights they need to grow sustainably.

Amanda brings over a decade of well-rounded experience, shaped by her work as a loan officer, personal banker, and accounts receivable specialist. Her years of cleaning up and maintaining clients’ books have sharpened her exceptional attention to detail and dedication to accuracy. Amanda creates smooth, reliable bookkeeping systems that give clients confidence, clarity, and long-term peace of mind. Amanda approaches every relationship with professionalism, integrity, and genuine care. 

David leverages two decades of experience in statistical analysis and operational efficiency to ensure clients' bookkeeping processes are accurate, streamlined, and highly optimized for growth. David holds an Intuit Bookkeeping Certification, along with certifications in Lean Six Sigma Black Belt, Theory of Constraints Jonah Certification, Prosci Change Management, and Project Management Professional (PMP) Training, reinforcing his commitment to structural financial improvement and exceptional client service.