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.
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. Learn more about the services we offer.
To learn more about becoming a virtual CFO with Summit Virtual CFO by Anders, download our guide.