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Virtual CFO Services

For Small Businesses

Learn More  Flat-Fee Pricing

401(k) Audits

For Plans With 100+ Participants

Learn More   Flat-Fee Pricing

Digital Dollars and Cents

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


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CPAs Who Innovate


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Summit CPA wins Innovation Award


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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.


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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.


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Meet Our Happy Customers

80% of our team is distributed, and our customers are located all over North America.

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.


Matt Westgate


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 CPA 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 CPA, 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!


Todd Stewart

ORG Corp

I wanted to take a quick moment to tell you what a fantastic job Lisa & Kim did on our 401(k) audit. This is the third year your company has performed an audit for us. Lisa & Kim’s expertise, professionalism, and demeanor is second to none. They gave me the additional push when needed to get this done in a timely manner. All in all, I couldn’t be more pleased. Please ensure they are recognized according


John A. Farrell III


Clients in 40+ Cities

We specialize in helping web design, development, and consulting agencies scale. Learn more here.

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So, what do you say?

Ready to talk about the financial future of your business?