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Location: Indianapolis, Indiana
Favorite Beverage: Fine wines as well a brandy old-fashioned sweet with mushrooms
First Live Concert: .38 Special
Least Favorite Chore: Raking leaves


Virtual Bookkeeper

Professional Experience

Greg is a highly accomplished executive with significant finance, accounting and marketing experience. After spending 10 years in public accounting with Arthur Andersen working with a variety of clients and industries, Greg moved into the private sector. Greg's first stop was as EVP of Account Services for a marketing agency in Chicago for 8 years. After moving to Indianapolis, Greg resumed his career in finance serving in progressively more expansive roles from VP of Finance and ultimately to the CFO position.

Greg loves new challenges and helping clients find innovative ways to find pathways to profitability and operational effectiveness. Greg has experience with a variety of ownership structures and regulatory environments. Greg is particularly excited about spending time to learn and understand how the operations of his clients' businesses will ultimately manifest themselves as results reported in the financial statements.

Education

Greg graduated from DePauw University with an Economics degree. While working in public accounting, Greg passed the CPA exam.

Personal Profile

Greg was born and lived in the Chicago area for most of his life and career. Since 2008, Greg, his wife Betsy, two sons and two dogs have called Indianapolis home. Greg serves on three nonprofit boards which help fulfill his passion for the arts, education and gastronomy. Greg is an avid cook and loves to entertain friends with great food and wine. In his spare time, Greg loves to watch the Green Bay Packers as well as to play cards, trivia games and the occasional round of golf.

Connect with Greg

gwallis@summitcpa.net

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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