Management consulting & organizational development

Sustainable, scalable, and transferable organizations.

Summit Back-Office Solutions helps small businesses and nonprofits build the administrative infrastructure, policies, and succession strategies that move an organization beyond day-to-day survival and toward long-term growth.

Request a consultation How we help

The systems behind the mission.

We turn founder-dependent operations into documented, system-driven organizations built to last.

Infrastructure & policy that make the work repeatable.
Succession & continuity planning for leadership transitions.
Compliance & controls that reduce organizational risk.
35+ yrs
Collective leadership across finance, operations, and organizational development
Founder-led → System-driven
The transition every engagement is built to create
9 sectors
From healthcare and nonprofits to government and small business
How we help

From founder-dependent to system-driven.

Summit assists organizations in building operational systems that reduce dependency on individual personnel and sustain growth through leadership transitions. Engagements are scoped to where you are and where you are going.

A team reviewing a project plan and timeline together at a conference table

Assess & plan

We evaluate administrative, financial, and operational systems, then map a practical path forward.

  • Business and organizational assessments
  • Operational reviews
  • Strategic planning
  • Financial management improvement

Build the infrastructure

We turn informal practices into documented, scalable systems your team can run without you.

  • Policy and procedure development
  • Administrative infrastructure design
  • Standard operating procedures
  • Internal controls and governance

Protect the future

We prepare organizations for transitions, audits, and growth so the mission outlasts any one person.

  • Succession planning
  • Business continuity planning
  • Compliance monitoring
  • Organizational capacity building
Areas of expertise

Capability across the full back office.

Five disciplines that together cover the operational and human systems an organization runs on.

Financial Management & Administration

  • Accounting and financial operations oversight
  • Budget development and administration
  • Financial reporting and analysis
  • Cash flow management
  • Forecasting and financial modeling
  • Grant management and compliance
  • Contract administration
  • Internal controls development
  • Audit preparation and coordination
  • Strategic financial planning

Organizational Development

  • Organizational assessments
  • Process improvement initiatives
  • Workflow design and optimization
  • Administrative systems development
  • Standard operating procedures
  • Business continuity planning
  • Succession planning
  • Organizational restructuring
  • Performance measurement systems
  • Change management support

Compliance & Risk Management

  • Compliance monitoring programs
  • Internal control assessments
  • Grant compliance oversight
  • Documentation reviews
  • Risk assessments
  • Corrective action planning
  • Quality assurance reviews
  • Governance support

Project Management & Administrative Support

  • Project planning and implementation
  • Project coordination and monitoring
  • Meeting facilitation
  • Research and evaluation support
  • Data collection and analysis
  • Stakeholder engagement
  • Client relationship management
  • Executive administrative support
  • Business process documentation

Human Resources & Workforce Development

  • Recruitment and staffing support
  • Employee onboarding systems
  • Training and development coordination
  • Human resource documentation
  • Employee policy administration
  • Personnel records management
  • Workforce planning
Industries

Where the work has taken us.

The firm's collective experience spans mission-driven and regulated organizations.

Healthcare organizations Federally Qualified Health Centers Nonprofit organizations Educational institutions Government agencies Community-based organizations Human service organizations Small businesses Professional service firms
Two advisors reviewing an organizational plan together at a desk
Why Summit

Operational rigor, with a human lens.

Summit Back-Office Solutions is a professional management consulting, administrative support, financial management, and organizational development firm dedicated to helping small businesses, nonprofits, and growing enterprises build sustainable operational infrastructures.

Collectively, the firm's leadership brings more than 35 years of progressive experience across financial management, administration, organizational development, human resources, compliance, and executive leadership. Advanced education in business, finance, accounting, management, psychology, and sociology gives Summit a rare ability to address both the operational and the human factors that shape how organizations perform.

35+
Years collective leadership
Multidisciplinary
Finance to psychology
Mission-driven
Built for continuity

"We transform informal practices into documented systems that preserve institutional knowledge and create lasting organizational legacies."

Get in touch

Let's build something that lasts.

Tell us where your organization stands today and where you want it to be. We will map the path.

Service area
Based in Omaha, serving clients nationwide
Hours
Monday to Friday, 8:00 AM to 5:00 PM Central

We reply within one business day.