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Kimberly S. Moore

Summit CPA Group
Audit Partner
kmoore@summitcpa.net
(260) 918-8824

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Kimberly is the Audit Partner with Summit CPA Group headquartered in Fort Wayne, Indiana.  Summit specializes in 401(k) audits and currently conducts over 100 audits per year.  The audits are conducted virtually with staff located throughout the United States.  Kimberly has over 30 years of audit experience working primarily with a Fortune 250 financial services company in the areas of life insurance, annuities, retirement services, brokerage, information technology and other related areas.  She also has experience with Sarbanes-Oxley Program Management and Six Sigma initiatives.   She has worked internationally and throughout the United States.  Kim has headed up the assurance section at Summit CPA since the beginning of 2014.
 

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

Because of the way we utilize technology, our entire 401K Audits are performed without ever stepping foot at our client's location.  This 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, we can perform the audits anywhere.
 

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

Do clients like the non-traditional approach?  We think they do.

Archived Webinars Offered

401(k) PLAN ADMINISTRATION: HOW TO HELP YOUR CLIENTS AVOID IRS AND DOL PENALTIES

Date RecordedMay 8, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other