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Adam Hale

Summit CPA Group
Co-Founder/COO
ahale@summitcpa.net
(260) 497-9761

Summitcpagrouplogo
Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses on coaching his team and other accounting firms to deliver successful Virtual CFO Services. Throughout his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.

About Us: Summit CPA was founded in February of 2002 in Fort Wayne, Indiana with the focus of taking a non-traditional approach to accounting. They did not want clients to be hesitant when called because they were afraid of the end result – A BILL.

Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.

By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.

Do clients like the non-traditional approach? Summet CPA thinks they do.

Archived Webinars Offered

BEST PRACTICES FOR CPA FIRMS TO MANAGE CASH FLOW AND GET PAID QUICKLY

Date RecordedJuly 22, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

BUILDING A HIGH-PERFORMANCE ACCOUNTING TEAM

Date RecordedApril 20, 2021  CostFREE  Course Length1.0 hour  Subject AreaPersonnel/Human Resources  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesExperience providing client services  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Other    

THE PLAYBOOK FOR PROVIDING VIRTUAL CFO SERVICES

Date RecordedJanuary 28, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Other    

PROFIT-FOCUSED ACCOUNTING: THE ROADMAP TO CLIENT SUCCESS

Date RecordedDecember 9, 2020  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesExperience providing client services  Advanced PreparationNone