C o m m u n i t y   o f   F i r m   O w n e r s

Summit Virtual CFO by Anders has a non-traditional approach to accounting. As the leading provider of Virtual CFO Services in North America, we have been providing Virtual CFO Services since 2011.

Operating under a profit-focused model, we use dynamic forecasting and key performance indicators with our clients to help them transcend their focus from simply “being in the black” to longer-term financial health and wealth.

With the mission statement, “Changing the way people think about accounting,” our goal is working to make this level of service a norm rather than an exception within other accounting firms. As part of that goal, we are building a community of CPA Firm owners who want to learn how to provide or enhance their existing Virtual CFO service offerings.

The CFO Community stands for Community of Firm Owners. This community gives firm owners a variety of different ways to learn and connect with other firm owners.

For just $29 per month you can network with other firm owners in Slack. Get tips and advice on how to grow your firm. And get easy access to our free CPE webinars.

Outsource your back-office accounting to us. You serve as the client-facing CFO, and we provide you with the processes, tools, and senior accounting team to support you.

We offer 12 CPE webinars per year for CPAs, designed to help you meet your continuing professional education requirements. Topic areas include: People, Processes & Tools. 

For accounting firm owners who want to learn how to make their firm more profitable. Tune-in bi-weekly as host Jamie Nau interviews Summit CPA's COO and Co-founder, Adam Hale, and other members of the Summit CPA Group team. 

Learn how to land $60K/year clients and provide a killer client experience from the experiences, insights, and expertise of the team at Summit CPA.

The step-by-step blueprint for going virtual in these tough and tumultuous times.

Practice-proven handbook for building a fully remote workforce delivering high-value CFO services.

True-life case-study of the firm that actually did it by the people who are making it happen.

With step-by-step practice aids, checklists, tech guides, illustrated examples, personnel policies, scripts, letters, processes, procedures.

Plus: links for updates and new developments in recommended technologies, evolving processes, and new innovations in virtual CFO services.

"Summit Virtual CFO is not just accounting. From the beginning, we could tell this was going to be a different kind of relationship. Each week, we have a cashflow meeting and every month we have meetings for sales/invoicing, forecasting and monthly financial reports."

- Matt Westgate, Lullabot

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