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CPA Firm Alliance

Changing the way people think about accounting.

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Forbes  Planguru  Flexjobs  Sococo  Journal of Accountancy  Virtual Vocations

What is CPA Firm Alliance?

Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group serves as Virtual CFOs for over 100 clients throughout North America. We are now taking our experience to the next level by partnering with other CPA Firms to help them learn how to successfully do what we do. CPA Firms can receive Virtual CFO Coaching from the experts on our staff!

Through our CPA Firm Alliance (or Augmentation), you can outsource your back office accounting to us while we coach you through how to provide virtual CFO services. We provide you with the processes, tools, and senior accounting team to support you so you can be the CFO.

Where most CPA Firms focus on the past, our Virtual CFO Firm focuses on the future!

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Our Process

Our CPA Firm Alliance service starts with onboarding and continues perpetually.

We will guide you through the following stages:

  • Learning Stage: In eight 1-hour sessions, we will teach your firm how to provide Virtual CFO services, how to price the services, expected workflow, and communication with the Summit team, processes that we use, tools that we use, and methods to maximize the use of the Summit CPA Group team.

  • Identifying Clients Stage: We will help you identify potential clients within your existing client base, coach you on contacting those leads to introduce the service as well as following up with the leads and assist you with closing the deal.

  • Engagement Stage: Once the deal is closed, the engagement begins. The client goes through our 8-week onboarding process and the services kick off from there.



CPA Firm Alliance Resources:

"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