Chief Executive Officer
Current
Jan 2021 - Present
AeroLeads people directory · profile
Summer Strate, Cpa Email & Phone Number
Owner of Solstice Financial Solutions
at
Solstice Financial Solutions
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner of Solstice Financial Solutions
Location
Dallas-Fort Worth Metroplex, United States
Who is Summer Strate, Cpa? Overview
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Quick answer
Summer Strate, Cpa is listed as Owner of Solstice Financial Solutions at Solstice Financial Solutions, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Summer Strate, Cpa.
Summer Strate, Cpa previously worked as Chief Executive Officer at Solstice Financial Solutions and Senior Audit Associate at Grant Thornton Llp (Us). Summer Strate, Cpa holds Master Of Science - Ms, Accountancy from Loyola University Chicago.
Company email context
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Solstice Financial Solutions
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Profile bio
About Summer Strate, Cpa
As a CPA and bookkeeper, my goal is to educate other small business owners on basic accounting practices they should be implementing in their business, while taking a hands-on approach to helping them succeed where it really matters: the bottom line.
Current workplace
Summer Strate, Cpa's current company
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8 roles
Summer Strate, Cpa work experience
A career timeline built from the work history available for this profile.
Senior Audit Associate
- Reviewed and audited business transaction cycles including inventory, revenue, capital assets, and operating expenses in not-for-profit, higher education, governmental, and manufacturing industries - Researched audit issues and industry trends using electronic databases- Applied newly released FASB and AICPA standards to the financial reporting of private companies - Collaborated with client contacts, including controllers and CFOs, to complete engagements efficiently and under budget while building rapport and strong working relationships
Aug 2019 - Apr 2021
Audit Associate
Oct 2017 - Jul 2019
Audit Intern
- Reconciled cash, accounts payable, fixed assets, and expense accounts, and ensured accuracy and completeness for 8 different clients- Compiled and analyzed financial transactions to ensure they matched provided detailed records- Identified and tested entity and account level controls in comparison to COSO standards- Drafted management representation and SAS 114 letters for partner approval- Prepared audit workpapers in compliance with GAAP
Jun 2017 - Aug 2017
Teaching Assistant
- Organized and facilitated the Systems Understanding Aid, a manual accounting project, for two Intermediate Accounting I classes each semester- Mentored over 90 students in navigating this project and provided guidance to help them successfully complete all stages of the accounting cycle
Aug 2016 - May 2017
Peer Tutor
Center For Tutoring And Academic Excellence
Mentored groups of six to eight students in accounting and calculus by designing individualized tutoring strategies for peers at varying learning stages
Mar 2015 - May 2017
P.J. Boatwright Intern
Over two summer internships, I have: - Reviewed applications including tax information for scholarship awards and provided summaries for Executive Board review- Analyzed trends in past tournament entry statistics and assisted in the preliminary strategizing of new tournament development and maximizing profit and entry opportunities- Prepared presentations for a variety of Rules of Golf seminars, Board meetings, and other administrative events. - Updated several sections of the website to become more user friendly and visually appealing while increasing the depth of information provided- Researched archives of the organization's history and managed fellow interns and volunteers in compiling a narrative detailing previously unknown events and company milestones
May 2015 - Aug 2016
Customer Service Associate
Provided premier customer service while performing general storewide duties, including bagging groceries and closing jobs
Oct 2013 - Aug 2014
2 education records
Summer Strate, Cpa education
Master Of Science - Ms, Accountancy
Loyola University Chicago
Bachelor Of Business Administration (Bba), Accounting
Loyola University Chicago
FAQ
Frequently asked questions about Summer Strate, Cpa
Quick answers generated from the profile data available on this page.
What company does Summer Strate, Cpa work for?
Summer Strate, Cpa works for Solstice Financial Solutions.
What is Summer Strate, Cpa's role at Solstice Financial Solutions?
Summer Strate, Cpa is listed as Owner of Solstice Financial Solutions at Solstice Financial Solutions.
Where is Summer Strate, Cpa based?
Summer Strate, Cpa is based in Dallas-Fort Worth Metroplex, United States while working with Solstice Financial Solutions.
What companies has Summer Strate, Cpa worked for?
Summer Strate, Cpa has worked for Solstice Financial Solutions, Grant Thornton Llp (Us), Crowe, Loyola University Chicago, and Center For Tutoring And Academic Excellence.
How can I contact Summer Strate, Cpa?
You can use AeroLeads to view verified contact signals for Summer Strate, Cpa at Solstice Financial Solutions, including work email, phone, and LinkedIn data when available.
What schools did Summer Strate, Cpa attend?
Summer Strate, Cpa holds Master Of Science - Ms, Accountancy from Loyola University Chicago.
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