Who we are
Strategic FP&A for Confident, Data-Driven Decisions
At Summit FP&A Solutions, we help leaders turn numbers into strategy. Founded by Sommer Dees-Berlanga, a finance executive with 20+ years in FP&A, we partner with small business and non-profit organizations to simplify complexity, surface actionable insights, and drive measurable outcomes.
Our expertise spans budgeting, forecasting, cash-flow management, and executive-level financial reporting—all tailored to your stage of growth and operational reality. From board-ready narratives to rolling forecasts and scenario planning, we build the financial clarity you need to make faster, smarter decisions.
Grounded in integrity, accountability, and collaboration, Summit FP&A Solutions was created to be a true extension of your team. Our mission is simple: deliver strategic financial clarity that empowers better decisions and sustainable results.
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