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Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group serves as Virtual CFOs for over 100 clients throughout North America. With the CPA Firm Augmentation, we are now taking our experience to the next level by providing financial outsourcing services (in other words, being the back office) for CPA Firms, like yours!

Here are five reasons you might consider Client Accounting Services with Summit CPA:

  1. Client retention

  2. Expand your service offerings

  3. Growth and/or evolution of your CPA Firm

  4. Succession planning

  5. Support from a peer group of accountants

What does CPA Firm Augmentation include?

The CPA Firm Augmentation Service from Summit CPA Group includes the following:

  • Virtual CFO Services/Controller Services
  • Forecasting
  • Managing Financial and Non-Financial KPIs
  • Accounting Services:
    • Cash Flow Management
    • Financial Statement Prep
    • Accounts Receivable
    • Accounts Payable
    • Payroll Management
    • Expense Reimbursement Management
  • Tax Services:
    • Tax Planning and Projections
    • Company Tax Returns
    • Individual Tax Returns
    • Property & Sales Tax Returns
    • Multi-state filings

How does CPA Firm Augmentation work?

  • Retain your top 10 to 15 clients with the best relationship.

  • Convert your clients to Virtual CFO Services.

  • Grow your customer base value instantly by adjusting your pricing.

  • Receive a salary based on (1) involvement and (2) adjusted pricing.

  • Sell your practice today to Summit CPA for 200% of the earnings on your book.


Interested? Let's start with a free, 60-minute consultation
to see if your firm is a good fit for our CPA Firm Augmentation Services.

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