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 providing advisory services to other CPA Firms, helping them learn how to successfully do what we do. With CPA Firm Augmentation, CPA Firms can receive accounting outsourcing services and Virtual CFO Consulting from our experienced staff!
Through our CPA Firm Augmentation service, you can outsource your back office accounting to us while we coach you through how to provide successful V
Where most CPA Firms focus on the past, our Virtual CFO Firm focuses on the future!
Our CPA Firm Augmentation service starts with onboarding and continues perpetually.
We will guide you through the following stages:
Depending on the level of involvement you want to have with the client and your involvement with our senior level team (on a client by client basis), you can make a profit of 25%, 15% or 10%* of client billings transferred directly to your account on a weekly basis.
*With the Full-Service option, your firm keeps 10% of total revenue the first year and 2% for the next 5 years for a total of 20% over the lifetime of the engagement.
Forecasting
KPI Management
Special Projects
Tax Compliance
Tax Projections
Tax Planning
Financial Statements
Cash Flow Analysis
Bank Reconciliations
Credit Card Reconciliations
Accounts Payable
Accounts Receivable
Payroll/Contractor Admin
Employee Expense Tracking
Your Firm
Summit CPA
25%
Forecasting
KPI Management
Special Projects
Tax Compliance
Tax Projections
Tax Planning
Optional
Financial Statements
Cash Flow Analysis
Bank Reconciliations
Credit Card Reconciliations
Accounts Payable
Accounts Receivable
Payroll/Contractor Admin
Employee Expense Tracking
Your Firm
Summit CPA
10%
Forecasting
KPI Management
Special Projects
Tax Compliance
Tax Projections
Tax Planning
Optional
Financial Statements
Cash Flow Analysis
Bank Reconciliations
Credit Card Reconciliations
Accounts Payable
Accounts Receivable
Payroll/Contractor Admin
Employee Expense Tracking
*SCPA will perform the above level of services (marked as SCPA) if they are part of the client engagement.
CPA Firm Augmentation Resources:
This guide explains: