Summit Strategies Chartered Professional Accountants

Accountant · 4817 48 Street, Red Deer, Alberta

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"silver-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/silver-champion","tagID":"xero:advisor-directory/cards/partner-status/silver-champion","title":"Silver champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-silver.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2018","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2018","tagID":"xero:advisor-directory/cards/partner-since/2018","title":"Partner since 2018","description":"The advisor has been a Xero partner since 2018","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"357688d0-ed9a-4992-b44a-b612e9f83584"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Summit Strategies is a medium sized firm that focuses on bookkeeping, accounting and business advisory services from a client focused perspective. We provide advice and services that will not only increase the success of your business, but also ensure that your personal goals can be achieved.

Affiliations

CPA Canada

Summit Strategies Chartered Professional Accountants: Bank experience

Clients of Summit Strategies Chartered Professional Accountants connect to a range of banks via Xero. Summit Strategies Chartered Professional Accountants specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ATB Financial Business Banking (Canada)
RBC Royal Bank (Canada)
Servus Credit Union (Canada)
TD Bank EasyWeb

{"cache":{"resources":{"bank-tag-content/bank-tag-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Bank connections","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"atb-financial-business-banking-(canada)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/atb-financial-business-banking-(canada)","tagID":"xero:advisor-directory/cards/bank-connections/atb-financial-business-banking-(canada)","title":"ATB Financial Business Banking (Canada)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"rbc-royal-bank-(canada)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/rbc-royal-bank-(canada)","tagID":"xero:advisor-directory/cards/bank-connections/rbc-royal-bank-(canada)","title":"RBC Royal Bank (Canada)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"servus-credit-union-(canada)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/servus-credit-union-(canada)","tagID":"xero:advisor-directory/cards/bank-connections/servus-credit-union-(canada)","title":"Servus Credit Union (Canada)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"td-bank-easyweb","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/td-bank-easyweb","tagID":"xero:advisor-directory/cards/bank-connections/td-bank-easyweb","title":"TD Bank EasyWeb","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"bank-tag-content","wcmmode":"disabled","queryParameters":"{}"}

Summit Strategies Chartered Professional Accountants: Industry experience

Summit Strategies Chartered Professional Accountants works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Construction and trades
Healthcare and social services
Marketing, advertising and consulting
Real estate and hiring services

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"construction-and-trades","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/construction-and-trades","tagID":"xero:advisor-directory/cards/industry-experiences/construction-and-trades","title":"Construction and trades","description":"","tagImage":"","parentTag":{"title":""}},{"name":"healthcare-and-social-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/healthcare-and-social-services","tagID":"xero:advisor-directory/cards/industry-experiences/healthcare-and-social-services","title":"Healthcare and social services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"marketing-advertising-and-consulting","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","tagID":"xero:advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","title":"Marketing, advertising and consulting","description":"","tagImage":"","parentTag":{"title":""}},{"name":"real-estate-and-hiring-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","tagID":"xero:advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","title":"Real estate and hiring services","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

Summit Strategies Chartered Professional Accountants : App experience

Summit Strategies Chartered Professional Accountants serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

Summit Strategies Chartered Professional Accountants has an office in 1 location

Red Deer: 4817 48 Street, Red Deer, T4N 1S6, Alberta; +403 3414702

New to Xero? Summit Strategies Chartered Professional Accountants can help

Xero is beautiful online accounting software for smaller businesses. Summit Strategies Chartered Professional Accountants can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2018

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.