Summit Advisory, a San Antonio-based advisory firm, and its specialized sister audit practice, Summit Audit Group, have announced a significant expansion, opening physical offices in Honolulu, Hawaii; Madison, Wisconsin; Cheyenne, Wyoming; Fort Lauderdale, Florida; and London, England. The move marks a defined growth phase for the organization, which seeks to strengthen its capacity to deliver specialized audit engagements, cross-border financial reviews, and regulatory assurance through locally based personnel supported by national and international infrastructure.
Each new office addresses the operational requirements of growing enterprises, governmental contractors, and charitable institutions. The Honolulu office anchors practice capabilities across the Pacific, supporting Hawaii-based organizations, public institutions, and grant recipients with on-the-ground compliance oversight. Madison strengthens Midwestern operations with expertise in regional commercial audit engagements and nonprofit oversight. Cheyenne broadens the Western footprint, serving corporate entities, trusts, and commercial enterprises operating under Wyoming’s regulatory frameworks. Fort Lauderdale enhances Southeast presence, focusing on Florida’s business sector, regional nonprofits, and cross-border commercial ventures. London establishes a European anchor in a major international financial center, supporting cross-border auditing, international corporate reporting, and multinational governance.
Summit Audit Group operates as the dedicated audit arm of Summit Advisory, a San Antonio-based advisory firm providing strategic advisory, corporate tax planning, and business consulting services. This coordinated structure allows audit engagements to draw from broad financial expertise while maintaining the independent governance standards required under audit regulations. Drawing on over 100 years of collective experience, the combined firms deliver technically rigorous oversight across demanding practice areas, including Federal Uniform Guidance Single Audits, 501(c)(3) nonprofit audits, ERISA and employee benefit plan compliance reviews, and financial statement audits.
A core specialty of Summit Audit Group’s expanding network is Federal Uniform Guidance Single Audits under 2 CFR Part 200, which are mandatory for nonprofit entities, educational bodies, and municipalities expending $750,000 or more annually in federal grants. Positioning auditors in regional offices streamlines fieldwork, board consultations, and documentation protocols for recipients of state and federal awards. The firm’s nonprofit audits team also advises 501(c)(3) leadership on fund accounting compliance, internal controls, and governance transparency, reducing audit friction across multi-jurisdictional operations.
“Expanding our physical footprint to Honolulu, Madison, Cheyenne, Fort Lauderdale, and London represents a deliberate alignment of technical rigor and geographic reach,” said David Jackson, CEO of Summit Advisory. “Whether an entity is managing federal grant compliance in Hawaii, corporate accounting in Florida, or cross-border governance connecting the US and the UK, our global network provides the localized responsiveness and deep audit experience required in today’s regulatory climate.”
The expansion matters because it brings specialized audit expertise closer to organizations that must navigate complex federal and international regulations. Nonprofits and government contractors in these regions will benefit from reduced travel costs and more responsive service, while the London office positions the firm to serve multinational clients facing cross-border reporting requirements. The move also signals confidence in the demand for independent audit services amid tightening regulatory scrutiny.
