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ABOUT US

Summit Virtual CFO by Anders is a distributed team with an unconventional approach to accounting.

Using dynamic forecasting and key performance indicators, our cutting-edge Virtual CFO Services help clients extend their focus beyond “being in the black” to longer-term financial health and wealth.

HERE'S WHY WE'RE THE FUTURE OF

ADVISORY SERVICES:

 

  • You get a team for a fraction of the cost of a full-time CFO. A full-time CFO is an impractical expense for many small and growing businesses. Why spend more to hire one person rather than a team of expert specialists?

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  • You pay a weekly flat-fee, customized to your needs. We calculate a set price based on the level of service you need – as well as any a la carte add-ons. Call us as often as you need; the fee won’t change.

  • We offer bundled services. Why pay separately for your tax return, tax projections, financial statements, weekly CFO, monthly Controllership, and wealth management services? Need audits and valuations, too? The full-spectrum offerings at Anders allows our clients to bundle all the services they might need.

  • We teach you profit-focused accounting. Our clients view profit as having more cash in – and less debt owed to – the bank. We help our clients maximize profits, minimize taxes, increase cash flow, and build business and personal wealth.

  • Technology is in our DNA. As a fully distributed team with 10+ years pioneering remote and hybrid work, keeping up-to-date on the latest advances is how we create an environment in which our top-tier, nationwide team can excel – which ensures we’re always delivering the best client experience.

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This unconventional approach has helped Summit to grow from our humble beginnings as a two-person partnership in Fort Wayne Indiana in 2002, doubling in size every three years, on the way to becoming an industry-defining firm.

vcfo playbookBecause we’ve always done things differently, a big part of our growth has come from our thought-leadership. We want to change accounting industry-wide, so we created The Virtual CFO Playbook Course to ensure that our level of service becomes a norm rather than an exception.

Anders-logoAfter two decades in business, Summit’s leadership team decided it was time for a new chapter. Our merger with Anders CPAs + Advisors allows us to continue to innovate for nationwide clients at the highest level while providing even more robust offerings in areas including business analytics, forensic/valuation/litigation, audits, family wealth and estate planning, and tax.

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