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Virtual CFO Services for Agencies

Changing the way people think about accounting.

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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 bonuses and benefits. This cost can be significant for new and growing businesses! With Summit CPA, you can outsource your CFO and accounting needs at a fraction of that cost.

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How does it work?

Our Virtual CFO service partners you up with a dedicated CFO and a team of accountants, CPAs and tax professionals who will work with you to help guide your business to success. 
We also offer a variety of tax services for our Virtual CFO clients, ultimately providing the 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 service-based companies such as web design firms, marketing and branding agencies, software development companies, etc. 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!



Virtual CFO Resources:


Digital Dollars and Cents by Jody GrundenDigital Dollars and Cents

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

Purchase the book

2018 Top 50 Small Business Blogs

Summit Named
Top 50 Blog

CPAs Who Innovate

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