Summit CPA Group is a fully distributed accounting firm with a non-traditional approach to accounting. As the leading provider of Virtual CFO Services in North America, we have been providing Virtual CFO Services since 2011.
Operating under a profit-focused model, we use dynamic forecasting and key performance indicators with our clients to help them transcend their focus from simply “being in the black” to longer-term financial health and wealth.
With the mission statement, “Changing the way people think about accounting,” our goal is working to make this level of service a norm rather than an exception within other accounting firms. As part of that goal, we are building a community of CPA Firm owners who want to learn how to provide or enhance their existing Virtual CFO service offerings.
The CFO Community stands for Community of Firm Owners. This community gives firm owners a variety of different ways to learn and connect with other firm owners.
The CFO Community includes:
Practice-proven handbook for building a fully remote workforce delivering high-value CFO services.
True-life case-study of the firm that actually did it by the people who are making it happen.
With step-by-step practice aids, checklists, tech guides, illustrated examples, personnel policies, scripts, letters, processes, procedures.
Plus: links for updates and new developments in recommended technologies, evolving processes, and new innovations in virtual CFO services.
In addition to the community and mentorship programs above, we offer 12 free CPE webinars per year for CPAs, designed to help you meet your continuing professional education requirements.
CPE webinar topics such as:
"I'm a 48-year experienced CPA and I have never done any consulting of this nature. Very impressed by the presentation and presenters and how you have developed a "structured approach" to this service which tailor fits the new virtual, no/little travel service model for this emerging niche industry."
CPE Webinar Attendee CPA Firm Owner
"Summit CPA is not just accounting. From the beginning we could tell this was going to be a different kind of relationship. Each week we have a cashflow meeting and every month we have meetings for sales/invoicing, forecasting and monthly financial reports."
This guide explains: