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Virtual CFO Services for Agencies

Changing the way people think about accounting.

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Featured in: Forbes  Forbes  Planguru  Flexjobs  Sococo  Journal of Accountancy  Virtual Vocations


What is a Virtual CFO?


The cost of hiring a full-time CFO can range from $175,000 to over $480,000 per year, plus vacations, bonuses, and other benefits. This cost can be significant for new and growing businesses, but there's a better way!  Summit CPA is a Virtual CPA Firm where you can outsource your CFO and accounting needs. A Virtual CFO can provide the following services: manage bank relationships, weekly meetings, business forecasting, company-wide KPIs, and more, all at a fraction of the cost of a full-time CFO. Our average VCFO package costs $78,000 per year. 

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Industries we work with include:


CFO for Creative Agencies

Creative Agencies

CFO for Construction


CFO for E-Commerce


CFO for Logistics


CFO for Restaurants


CFO for others

And more!



How do Virtual CFO services work?

Our Virtual CFO service partners you up with a dedicated CFO and a team of virtual accountants, CPAs and tax professionals who will work with you to help guide your business to success. Our service includes more than just basic bookkeeping and accounting; we provide comprehensive financial reporting, forecasting and a variety of tax services for our VCFO clients, ultimately providing the financial peace of mind business owners need.

We stand by our clients throughout the year from a tax planning perspective so they don’t have any surprises at the end of the year!  

We provide Virtual CFO Services for creative agencies, cannabis dispensaries, logistics, e-commerce, and other service-based businesses. If your business is growing business and you could use the help of a professional financial consultant, our Virtual CFO service is a perfect fit.

Our Virtual CFO Service provides you with an experienced
team at an affordable fixed cost!


Have more questions?


Download VCFO Guide

Download our Virtual CFO Guide

Virtual CFO Resources

Access our free resources

Free Virtual CFO Consultation

Schedule a Virtual CFO Consultation



FFC-Badge-Circle-Blue-2021About Summit CPA

Summit CPA is a virtual CPA firm with a non-traditional approach to accounting. We have an amazing team of virtual accounting professionals (CPAs and accountants) who provide professional Virtual CFO Services and 401(k) Audits for companies all over the United States — many of which are remote companies as well. We also recently launched a CPA Firm Augmentation service, coaching other CPA Firms on how to successfully provide Virtual CFO services. We fully understand the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed, and we love helping our clients overcome these challenges through our own experience and expertise.


Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success by Jody GrundenDigital Dollars and Cents

A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success

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2018 Top 50 Small Business Blogs - Summit CPA, Virtual Accounting Firm

Summit Named
Top 50 Blog

CPAs Who Innovate - Summit CPA, Virtual CPA Firm

CPAs Who Innovate

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"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."
- Matt Westgate, Lullabot