Company details

Summit Virtual CFO by Anders is a distributed team with an unconventional approach to accounting.

Using dynamic forecasting and key performance indicators, our cutting-edge Virtual CFO Services help clients extend their focus beyond “being in the black” to longer-term financial health and wealth.

  • Adam Hale
    • Co-Founder and COO
    • Summit CPA Group, A Division of Anders CPAs + Advisors

    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 Virtual CFO by Anders
    • Summit CPA Group, A Division of Anders CPAs + Advisors

    Tom is a highly-skilled and exceptionally credentialed CPA. Tom graduated from Purdue University with a Bachelor’s degree in Information Technology and received his MBA from the Kelley School of Business at Indiana University with an emphasis in Finance. He also earned the Chartered Global Management Accountant designation, which requires a combination of accounting knowledge, financial expertise, and strategic insight. Prior to joining the team at Summit, Tom worked as the controller of a multi-entity company in the construction industry, including oversight of companies in the Midwest and Florida.

  • Jamie Nau
    • Virtual CFO & Director of Accounting
    • Summit CPA Group, A Division of Anders CPAs + Advisors

    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, A Division of Anders CPAs + Advisors

    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, A Division of Anders CPAs + Advisors

    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, A Division of Anders CPAs + Advisors

    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.

  • David Hartley
    • Partner and Director + Advisory Service
    • Summit CPA Group, A Division of Anders CPAs + Advisors

    Dave is a partner and the Director of Advisory at Anders with over 30 years of experience in C-suite leadership roles and consulting with privately-held businesses on technology planning and enterprise risk services. He has experience managing the technology strategy and infrastructure for middle-market businesses. At Anders, Dave oversees the strategy of the firm’s advisory services practice, identifying areas to enhance existing services and expand into other areas. A former CIO, Dave participates in various CIO knowledge-sharing and collaboration forums and frequently offers his thought leadership at industry conferences and in publications. Education & Certifications • Certified Public Accountant (CPA), State of Missouri • Certif... Read more

  • Jody Grunden
    • Partner at Anders CPAs + Advisors, Head of Summit Virtual CFO by Anders
    • Summit CPA Group, A Division of Anders CPAs + Advisors

    Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud. Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. 

    Summit, now Summit Virtual CFO by Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America. With this merger, Summit brings to Anders many benefits which will help continue Jody’s vision... Read more

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