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.
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?
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.
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.
Because 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.
After 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.