Summer Strate, Cpa

Summer Strate, Cpa Email and Phone Number

Owner of Solstice Financial Solutions @ Solstice Financial Solutions
Summer Strate, Cpa's Location
Dallas-Fort Worth Metroplex, United States, United States
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.

Summer Strate, Cpa's Current Company Details
Solstice Financial Solutions

Solstice Financial Solutions

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Owner of Solstice Financial Solutions
Summer Strate, Cpa Work Experience Details
  • Solstice Financial Solutions
    Chief Executive Officer
    Solstice Financial Solutions Jan 2021 - Present
  • Grant Thornton Llp (Us)
    Senior Audit Associate
    Grant Thornton Llp (Us) Aug 2019 - Apr 2021
    Chicago, Il, Us
    - 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
  • Grant Thornton Llp (Us)
    Audit Associate
    Grant Thornton Llp (Us) Oct 2017 - Jul 2019
    Chicago, Il, Us
  • Crowe
    Audit Intern
    Crowe Jun 2017 - Aug 2017
    Chicago, Illinois, Us
    - 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
  • Loyola University Chicago
    Teaching Assistant
    Loyola University Chicago Aug 2016 - May 2017
    Chicago, Illinois, Us
    - 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
  • Center For Tutoring And Academic Excellence
    Peer Tutor
    Center For Tutoring And Academic Excellence Mar 2015 - May 2017
    Mentored groups of six to eight students in accounting and calculus by designing individualized tutoring strategies for peers at varying learning stages
  • Florida State Golf Association
    P.J. Boatwright Intern
    Florida State Golf Association May 2015 - Aug 2016
    Tampa, Fl, Us
    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
  • Publix Super Markets
    Customer Service Associate
    Publix Super Markets Oct 2013 - Aug 2014
    Lakeland, Florida, Us
    Provided premier customer service while performing general storewide duties, including bagging groceries and closing jobs

Summer Strate, Cpa Education Details

  • Loyola University Chicago
    Loyola University Chicago
    Accountancy
  • Loyola University Chicago
    Loyola University Chicago
    Accounting

Frequently Asked Questions about Summer Strate, Cpa

What company does Summer Strate, Cpa work for?

Summer Strate, Cpa works for Solstice Financial Solutions

What is Summer Strate, Cpa's role at the current company?

Summer Strate, Cpa's current role is Owner of Solstice Financial Solutions.

What schools did Summer Strate, Cpa attend?

Summer Strate, Cpa attended Loyola University Chicago, Loyola University Chicago.

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