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Call us: (866) 497-9761 or Learn More

Our team is happy to speak at (or moderate) your next business event.

Contact our team by phone at (260) 918-8822.

jody_grunden_speakingWith 20+ years of experience in both public and corporate accounting, Jody Grunden and his partner Adam Hale pioneered the concept of a Virtual CFO back in 2002 just after they founded Summit CPA Group.

What's a Virtual CFO? Read below.

The Summit CPA Group team specialize in topics like KPIs, Forecasting, Virtual CFO Services, 401K Audits, and How to Run a Distributed Team.

Our Virtual CFOs have been asked to speak to National Group Conferences, State CPA societies and Client events on various topics including Cash Flow Management, Fraud Prevention and Detection and Strategic Planning.

Team members like Kristen ReinkingJake Grimm and Jamie Nau take an active role in public speaking and conference moderation and would be happy to offer their expertise at your next event.



Articles Published on Medium

Are You Ready for the Potential Changes to the Employee Benefit Plan Audit Report?

Want to Add Recurring Revenue Into Your Services-Based Business? Here’s How.

If I were a betting man, I’d ask you to check your most recent credit card statement. Odds are you’re getting billed regularly for some kind of recurring service...

How $10 Can Net You An Extra $300,000

Two of the biggest problems I see with service-based businesses are underpricing and a lack of a proper cash reserve, both of which I wrote some thoughts about in this Medium article. Enjoy!

Forecasting? You're Doing It Wrong.

Most companies employ a bookkeeper or accountant who looks at past performance to forecast what the company’s next month, quarter, or year will look like. And that’s fine…but it’s not enough.

The Art of Cash Flow: Tackling the Lifeblood of Your Business

I’ve spent the better part of 15 years as a Virtual CFO, helping service-based businesses boost their financial health with stronger forecasting and cash flow management. In this Medium article, I tackle the subtle art of cash flow, the real lifeblood of your business.

The Future of the CPA Firm in the U.S.

Our take on what the CPA firm of the future will look like, taking a look at the web design industry as a basis of comparison.

About Summit CPA Group & Virtual CFO Services

Our Virtual CFO Services team you up with a Certified Public Accountant (CPA) who works with you to help guide your business to success.

Our bread and butter is working with the following types of service-based businesses:

  • cpa firm web developmentWeb Design Agencies
  • Marketing Agencies
  • Design / Branding Agencies
  • Advertising Agencies
  • Software Development Companies
  • ...Any other service-based business

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 provide you with experienced support at a small fraction of that cost.