Summit CPA Group

  • Accounting
  • Fort Wayne IN
  • 58 employees
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Company Overview

Headquarters
9809 Dawson’s Creek Blvd, Fort Wayne IN
Website
summitcpa.net
Phone
(260) 497-9761
Employees
58
Industry
Accounting
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Financials & Stats

Revenue

$50B

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Who is Summit CPA Group

Summit CPA Group is a firm providing accounting and financial services based in Fort Wayne, Indiana. With a team of 58 employees, the company generates an annual revenue of $50 million. Summit CPA Group specializes in Virtual CFO services tailored for small businesses. Their services encompass a wide range of financial management tasks, including forecasting, key performance indicator (KPI) management, banking relationship support, accounts payable and receivable management, payroll, and cash flow management. The company differentiates itself by offering a virtual platform that allows for ongoing financial guidance and planning throughout the year, as opposed to traditional methods that often confine planning to tax season. This approach, they claim, helps clients maximize profits, minimize taxes, and improve cash flow. Summit CPA Group can be reached through their website at summitcpa.net

Company Leadership

Jamie Nau

Virtual CFO and Director of Accounting Team

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Jake Grimm

Director of Technology

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Thomas Barton

Director Of Technology

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Summit CPA Group Industry Tags

Virtual CFO Services
Benefit Plan Audits
Virtual Controllership Services
401K Audits
B2B
Accounting
Auditing
and Bookkeeping
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FAQ

What is the location of Summit CPA Group's headquarters?
The headquarters of Summit CPA Group are situated at 9809 Dawson’s Creek Blvd, Fort Wayne IN
What is Summit CPA Group's phone number?
Summit CPA Group's contact number is (260) 497-9761.
What is Summit CPA Group's official website?
The official website of Summit CPA Group can be found at summitcpa.net.
What is Summit CPA Group's current revenue?
As of March 2022, Summit CPA Group's annual revenue reached $50B.
How many employees does Summit CPA Group currently have?
Summit CPA Group employs approximately 58+ people as of March 2022
Which industries is Summit CPA Group primarily operating in?
Summit CPA Group operates in the following industries: Accounting
Who is the Virtual CFO and Director of Accounting Team of Summit CPA Group?
Summit CPA Group's Virtual CFO and Director of Accounting Team is Jamie Nau
What are Summit CPA Group's industry tags?
Summit CPA Group's industry tags include: Virtual CFO Services, Benefit Plan Audits, Virtual Controllership Services

Employee Directory

Key Employees

Adam Hale

Co-Founder & COO

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Steve Richardville

Data Engineer

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Tom Wadelton

Virtual CFO

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Josh Jeans

People Operations Strategist (HRBP)

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Christine C.

Marketing Manager

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