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Location: Auburn, Indiana
Favorite Beverage: Cherry Pepsi
First Live Concert: Van Halen
Least Favorite Chore: folding socks

Virtual Bookkeeper

Professional Experience

Jake Grimm is Virtual CFO Director of Innovation and Automation at Summit Virtual CFO by Anders. In his role Jake is constantly researching and developing forward thinking tools and processes that will continue to keep Summit as the leader in Virtual CFO services. His focus is finding the next solution that not only helps the Summit Team become more efficient but also helps our clients become better informed about their business' past results and more importantly, their future outlooks. Jake's background in distribution has equipped him with the analytic tools necessary to locate potential efficiencies with his clients at Summit. Throughout his past work experience, Jake has been an inventory manager, pricing analyst, assistant controller, and an interim CFO/controller.


Jake graduated from Manchester College with a Bachelor’s of Science degree in Accounting. He has obtained his MBA with an accounting concentration from Indiana Tech University.

Personal Profile

Jake resides in Auburn with his wife Allyson, three children Johnathyn, Lillyn, and Kameryn, and two dogs Zooey and Indie. With three kids between the ages of 5 to 8; he really does not have much spare time, but when he does, he enjoys adventures with his family, golfing, football (Indianapolis Colts and Notre Dame Fighting Irish), fantasy football, Ft. Wayne Tincaps and spending time at the lake.

Connect with Jake