Sundial Advisory was built to support established business owners who need more than basic accounting. We work with owners operating real, growing businesses who value reliability, clear thinking, and a financial partner that understands the weight of ownership.

Our approach is designed to reduce surprises, provide clarity, and support better decisions across accounting, tax, advisory, back office, and transactions.

What sets Sundial Advisory apart is how we work. We operate as an extension of our clients’ teams, bringing an owner’s perspective to day-to-day financial support and long-term decisions alike.

Backed by the broader Sundial platform, our work is informed by real operating, advisory, and transaction experience, allowing us to support owners with consistency, judgment, and long-term alignment.