Company details

Summit CPA is a virtual CPA firm with a non-traditional approach to accounting. We have an amazing team of virtual accounting professionals (CPAs and accountants) who provide professional Virtual CFO Services and 401(k) Audits for companies all over the United States — many of which are remote companies as well. We also recently launched a CPA Firm Augmentation service, coaching other CPA Firms on how to successfully provide Virtual CFO services. We fully understand the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed, and we love helping our clients overcome these challenges through our own experience and expertise.

Presenters
  • Jody Grunden
    • CEO and Co-Founder of Summit CPA Group
    • Summit CPA Group

    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
    • Co-Founder and COO
    • Summit CPA Group

    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
    • Virtual CFO
    • Summit CPA Group

    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.

  • Jamie Nau
    • Virtual CFO & Director of Accounting
    • Summit CPA Group

    As the Director of Accounting at Summit CPA Group, Jamie Nau oversees the Virtual CFO team. Prior to joining Summit, Jamie spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. During that time, he gained a firsthand view of how important the financial numbers are to the decision makers of these companies. Since joining Summit, he has been dedicated to making sure clients have similar information and tools to enable them to make the best decisions for their businesses. Jamie especially enjoys the challenge of making difficult financial concepts easy for everyone to understand!

  • Zach Montroy
    • Director of People Ops
    • Summit CPA Group

    Zach serves as the People, Team and Organizational Strategist at Summit. He began his career in public relations and has since held a variety of executive leadership positions over the last 17 years. As an experienced strategic leader, Zach is passionate about delivering tactical solutions in people strategy, organizational change, strategic planning and business process improvement.

  • Kelly Schuknecht
    • Director of Marketing
    • Summit CPA Group

    Kelly Schuknecht is the Director of Marketing at Summit CPA Group. She is a marketing strategist skilled at bringing together experienced professionals to create powerful marketing teams. She developed and implemented a content marketing strategy at Summit CPA Group that contributed to the company’s massive growth  (from $4M to $9M) over a 3-year period. Kelly writes, speaks, and coaches accounting firm owners on how to market their firm to success.

  • Lydia Rapp
    • Account and Project Manager
    • Summit CPA Group

    Lydia Rapp has worked with teams to design and implement AP, AR, Payroll Processing and Commission Calculation, Cash Management, Budgeting and Forecasting, Employee Onboarding, Performance Management, Operations Management, and Reporting procedures and systems. Her goal at Summit CPA is to partner with clients, and the team at Summit CPA, to analyze resources, identify business needs, and create and implement results-oriented procedures and systems.

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