Logo - Full (Color)

Solutions Provider

Summit CPA Group

Remote
Contact business
Services we provide
  • Content Creation
  • Customer Success Training
  • Sales Coaching and Training
Industries we specialize in
  • Banking/financial services
  • Business services - general
  • Consulting/advisory
  • Finance & insurance
Budgets we work with
    $2,500 - 5,000
Languages we support
  • English
Regions we serve
  • North America

About Summit CPA Group

Summit CPA Group was founded in 2002 by Jody Grunden and Adam Hale in Fort Wayne, Indiana. What started out as a traditional accounting firm evolved into a wildly successful Virtual CFO firm and a fully distributed company. With a non-traditional approach to accounting, Summit CPA Group provides Virtual CFO Services and 401(k) Audits for companies all over the United States. They also recently launched a CPA Firm Augmentation service to coach other CPA Firms on how to do what they do. Summit CPA Group operates under a profit-focused model, using dynamic forecasting models and key performance indicators with clients to help them transcend their focus from simply “being in the black” to longer-term financial health and wealth.

Client Reviews for Summit CPA Group

Be the first to write a client review

0 reviews
Services we provide
  • Content Creation
  • Customer Success Training
  • Sales Coaching and Training
Industries we specialize in
  • Banking/financial services
  • Business services - general
  • Consulting/advisory
  • Finance & insurance
Budgets we work with
    $2,500 - 5,000
Languages we support
  • English
Regions we serve
  • North America