Virtual CFO Services

For Small Businesses


Learn More   Flat-Fee Pricing

401k Audits

For Plans With 100+ Participants


Learn More    Flat-Fee Pricing

Welcome to Summit CPA Group, an Indiana-based company with clients in 40+ cities around the U.S.

Virtual CFO & 401k Audits

What is a Virtual CFO?

 

 

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

The cost of hiring a full-time CFO can range from $120,000 to over $200,000 per year, plus bonuses and benefits. Our Virtual CFO services, provides you with an experienced U.S support team at a small fraction of that cost.

 

Schedule Consultation

Need a 401k Audit?

 

 

ERISA, the IRS, and the Department of Labor have mandated 401k plan audits for companies with more than 100 eligible participants.

An incomplete, late, or inadequate audit report may result in significant penalties being assessed against the plan’s administrator and the termination of the plan. Our process is extensive, with competitive flat-fee pricing.

 

Schedule Consultation

Meet Our Happy Customers

While our team is based in Indiana, our customers are located all over the United States.

Summit CPA 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. Jody’s team worked relentlessly on making the reports meaningful to us and our line of work. He helped craft custom metrics to track the performance of our company and even track how we compare within our industry. At first I was worried about having such a critical part of the business being done remote but the level of engagement is bar none. Each meeting is usually preceded by an email or video summary and I can pick up the phone and call them anytime. If you’re thinking about using Summit CPA, prepare yourself for hard work though: they want you to be successful and help you facilitate a healthier relationship with money. It’s not easy but once you’re there you wonder how your business survived without the best practices Summit CPA puts in place.

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Matt Westgate

Lullabot

We are a better company after adding a virtual CFO to our team instead of having a full time CFO and CPA on site, like we have had since 2002.  Our partnership with Summit has elevated One Resource Group from a great company to an even better company since we added them to our team back in the fall of 2012.  We work with thousands of licensed financial professionals In 50 states so it’s extremely important to make sure all state requirements are met and that everything is handled properly.  Since we made the change to Summit, our cash flow has never been stronger, our reporting has never been better and the communication has exceeded even my wildest expectation.  We are a better company since we added a virtual CFO to our payroll.   Thank you Jody!

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Todd Stewart

ORG Corp

I've been working with Summit CPA for the last several years. Their enthusiasm, attention to detail, and passion have brought accountability and responsibility to my staff, ensuring we meet our required targets and goals. With regular monthly meetings, Jody and his team help ensure all action items have been addressed or discussed.  Summit CPA is a great asset to my company, and I would not hesitate to recommend his services and expertise to other businesses.

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Jeremy Holle

4EOS

So, what do you say?

Ready to talk about the financial future of your business?