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Summit CPA Group
Summit CPA Group is a distributed accounting and Virtual CFO firm founded in 2002. It provides Virtual CFO services, 401(k) audits, and CPA firm augmentation focused on forecasting, key performance indicators, and long-term financial health.
Summit CPA Group is an accounting and Virtual CFO firm founded in 2002 by Jody Grunden and Adam Hale. The firm is based in Indianapolis, Indiana, operates as a distributed company, and serves organizations across the United States.
Its core offerings include Virtual CFO services, 401(k) audits, and CPA firm augmentation. The firm also provides customer success training, content creation, and sales coaching and training.
Summit CPA Group works with banking and financial services, general business services, consulting and advisory, and finance and insurance organizations. Its financial approach uses dynamic forecasting models and key performance indicators to help clients focus on longer-term financial health rather than only profitability.
The firm lists a budget range of $2,500 to $5,000.
Services
- Customer Success Training
- Content Creation
- Sales Coaching and Training
Industries Served
Team Size
Pros
- Provides Virtual CFO services to companies across the United States
- Uses dynamic forecasting models and key performance indicators
- Offers coaching and augmentation services for other CPA firms
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