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Location: Fort Wayne, Indiana
Favorite Beverage: Modelo
First Live Concert: GWAR
Least Favorite Chore: Laundry


Virtual Bookkeeper

Professional Experience

Adam is a Partner and COO of Summit CPA Group where he leverages 15+ years of  experience in the public accounting sector to coach both his team and other accounting firms in modern best practices and the strategic delivery of Virtual CFO services. His specialized knowledge comes from his numerous years working as a CPA and CFO for clients across different industries and platforms. He strongly believes that a foundational understanding of the financial and non-financial numbers driving a business is critical to any organization’s success. Together with the Summit CPA team and his clients, Adam helps materialize this concept by unraveling the financial structure of clients’ businesses and developing and tracking customized key performance indicators (KPIs). This process has proven crucial and highly effective in helping clients with profit planning and properly scaling their businesses. 

 

Active engagement with a variety of clients has helped Adam develop a robust working knowledge of many different industries and the keys that are vital to success within those industries. And after Summit CPA shifted focus to become an early pioneer in the fast-growing Virtual CFO marketplace, Adam has been able to successfully assist clients with acquisitions, debt restructuring, bankruptcy, reorganization, cash flow management, budgeting, and advanced tax planning — all while working with a dynamic, fully-remote team. Continuing education is at the heart of Adam’s core philosophy, driving him to take on a leadership role in Summit’s development of educational materials for both internal teams and other CPAs and accounting firms. He takes a leading role in the ideation and development of informative CPA training courses, including Summit CPA’s extensive and detailed resource, The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience.

 

Adam’s experience within the industry extends beyond just Virtual CFO leadership. He has also managed client staff in multi-office and multi-state environments. Additionally, he has served as the audit partner for his firm. Adam is a member of the Indiana CPA Society, as well as the American Institute of Certified Public Accountants (AICPA).

Education

Adam graduated from Indiana University with a Bachelor of Science degree in Accounting. He also holds an Associate’s degree in Business Management and a minor in Communications. Adam is a Certified Public Accountant with a broad amount of continuing education in the areas of Audit and Tax. He is also a QuickBooks ProAdvisor and has experience teaching QuickBooks and financial literacy to small business owners and their staff.

Personal Profile

Adam has been happily married to his wife Laura for over 15 years. They have four children together and enjoy spending time with their family and friends. The Hale family seeks new experiences through vacationing and exploring new places.

Connect with Adam

adam@summitcpa.net

260-918-8821

Summit CPA can help you maximize profits, minimize taxes, and build personal wealth, while offering excellent customer service, professionalism, and responsiveness.

 

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