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Accounting Firm Partner Program

Summit CPA Group's Partner Program is for CPA firms, accountants, CFOs, and bookkeeping firms that want to grow their businesses by providing exceptional service to their clients.

 

Every firm is different, which is why we offer two ways to partner with us, both designed to help motivated firms grow.

 

 

CPA Firm Augmentation

 

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Through our CPA Firm Augmentation service, you can outsource your back office accounting to us while we coach you through how to provide successful Virtual CFO services.

We provide you with the processes, tools, and senior accounting team to support you so you can be the CFO.

 

Referral

 

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Through our Referral Service, we offer a way for you to continue servicing your clients through your current relationship by outsourcing our Virtual CFO and accounting services for clients who need it. 

If you want to keep doing the bookkeeping, but not the CFO and accounting work, we can help. If you want to completely off load your client work to us, no problem. We provide a team of experienced professionals who can support, or replace higher cost and less efficient staff.

Why Partner With Us?

Because you want to bring your firm into the future and provide a seamless experience for your clients while keeping costs low and accuracy high. 

 

Here's what our clients say about Summit CPA Group:

 

"We value the several years we've worked with you so far. And, we've recommended you to agency colleagues a bunch."

 

Aaron Noah
Aaron Noah

Parliament