Virtual CFO and 401k Audit Services
for Small Businesses

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.


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.


Meet Our Happy Customers

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

After we were hit with a huge, unexpected tax bill, we needed someone to think outside the box to help our company achieve financial stability. That's exactly what I found with Jody and his team of virtual accountants. From weekly meetings with our bookkeeping team and CFO to monthly KPI reporting and forecasting, Summit CPA is an invaluable piece of our business. We've recommended and will continue to recommend companies.


Matt Westgate


At first, I was skeptical that Summit CPA could handle my business remotely, thinking they'd serve more of a temporary role until I found a full-time hire. Now, I couldn't imagine my business without them. From setting up a cash reserve account to managing our accounts payable, annual tax returns and weekly consulting meetings, Summit CPA group has directly facilitated our company's tremendous sales and profit growth.


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.


Jeremy Holle


So, what do you say?

Ready to talk about the financial future of your business?