Accounting You Can Rely On. Partnership You Can Trust.  

Bespoke accounting solutions for small business owners.
Accounting, tax, advisory, back office, and transaction support under one roof.
Explore Our Services
Explore what it’s like to be in a Sundial Member Family.
View Membership

A full service advisory and accounting firm providing proactive clarity and support.

Our Services

Built To Be Your
Operating Partner.

Learn More

Proactive, Not Reactive

We look ahead so you’re not reacting later. From tax planning to financial decisions, we focus on what’s coming, not just what already happened.

Schedule a call

Built for Established Businesses

Our services are designed for owners operating at scale, with the complexity that comes with growth, not early-stage bookkeeping.

Schedule a call

One Coordinated Team

Accounting, tax, advisory, and transaction support work together under one roof, so decisions are informed and execution is seamless.

Schedule a call

Access to Exclusive Alternatives

From direct buyouts to real assets, uncorrelated hedge strategies, and early-stage innovation - we unlock tightly held deal flow across private markets.

Schedule a call

More than just an
Accounting Firm.

Advisory sits within the Sundial ecosystem, alongside our investment and wealth businesses, designed to support owners across the full lifecycle of their business.

Learn More About Sundial

Meet Sundial

The Sundial Way

Our edge isn’t the services we offer, it’s how we support owners. From proactive planning to disciplined execution and thoughtful guidance, Sundial Advisory reflects a culture built around clarity, accountability, and long-term partnership with the business owners we serve.

Learn about us