*Payment plan options available.
*You will also have the option to add on group or individual mentorship. These details will be available to you when you begin the course.
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| ★★★★★ | ★★★★★ | ★★★★★ |
| "I will tell you, the course is pretty intense. A lot more material than I expected, you guys have done a really good job of putting something pretty detailed together." | "I feel like we're colleagues, so you know it's like a real firm and we work together. And they help us a lot, besides actually taking the course that has helped us a lot in setting the framework." | "I chose 5 stars because there was not a choice for (a) 10-star (rating)! I am doing this after office hours. The biggest problem I have is turning off my brain to go to sleep! :-)." |
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Michael Meilinger Owner, Meilinger Consulting, P.C. |
Jacob Oberlander Owner and Principal, Oberlander & Co. |
Nancy Nale Managing Partner, Smith, Nale & Co. |
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15 Modules with videos, guides, worksheets, and more |
FREE |
FREE "Building the Virtual CFO Firm in the Cloud" e-Book |
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FREE subscription to the CFO Slack Community |
WEEKLY |
Discounts |
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| Jody Grunden, CPA | Adam Hale, CPA | Tom Wadelton, CPA |
| Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of 2 people to approximately 50. The company has grown extremely fast, experiencing 3-year 150% growth consecutively over the past 3 years and being recognized by Inc. 5000. | Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses his attention on coaching his team and other accounting firms on delivering successful Virtual CFO Services. Over the course of his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction. | Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews the key drivers of his clients' business to gain a better understanding of the company and to offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect. |
*Payment plan options available.
*You will also have the option to add on group or individual mentorship.
These details will be available to you when you begin the course.
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