A High-Touch, Relationship-Driven Approach

Summit is intentionally structured as a boutique firm focused on providing responsive, hands-on financial support to every client we serve. Unlike larger firms where work is often passed between departments, our clients work directly with experienced professionals who are actively involved in both strategy and day-to-day execution.

This approach allows us to provide consistent communication, reliable financial reporting, and a deeper understanding of each client’s business and operational goals.

Meet the Leadership Team

Tammy Little
Founder | Principal

Tammy leads the overall strategic direction of Summit, with a primary focus on business development, client advisory services, and firm management.

Her experience includes financial oversight, operational strategy, process development, and helping businesses build scalable financial infrastructures that support long-term growth. Tammy works closely with clients to provide practical, solution-oriented guidance tailored to the realities of day-to-day operations.

Her approach is rooted in responsiveness, transparency, and building long-term relationships with the businesses she supports.

Coralee Rogers
Client Operations Lead

Coralee oversees the day-to-day execution of client accounting and bookkeeping services across Summit’s portfolio. She is responsible for managing workflow coordination, maintaining the accuracy and consistency of financial data, and ensuring that client deliverables are completed efficiently and on time.

With a strong focus on organization, communication, and process management, Coralee plays a key role in creating a seamless client experience and supporting the ongoing operational needs of each engagement.

Her attention to detail and commitment to consistency help ensure that clients have reliable financial information they can depend on to support informed business decisions.

How We Work

Our firm is intentionally structured to provide both strategic oversight and dependable day-to-day execution.

Tammy leads firm strategy, advisory services, and client relationships, while Coralee manages the operational execution of client work and ongoing service coordination. This structure allows Summit to provide personalized support, direct communication, and consistent financial management without unnecessary layers or handoffs.

Every engagement is approached with the goal of becoming a reliable extension of our clients’ businesses — providing practical support, accountability, and financial clarity as their operations continue to grow.

Extended Support Network

In addition to our core leadership team, Summit maintains relationships with trusted support professionals and specialized contractors who may assist with specific projects or workflow needs as appropriate. All client work remains internally managed and reviewed to ensure consistency, accuracy, and quality control across every engagement.