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Profit-Focused Accounting: The Roadmap to Client Success


Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Accounting
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites Experience providing client services
Advanced Preparation None
Course Description

A key component of ensuring client satisfaction is delivering quality service. At Summit CPA, we achieve that by operating under a profit-focused model. This strategy involves leveraging forecasting models and key performance indicators to help clients grow their business. Ultimately, the method allows our clients to shift from solely trying to stay in the black to working toward long-term financial stability and growth.

Hear from our leaders at Summit CPA Group on how to deliver profit-focused accounting (cash, production metrics, financial metrics, and pipeline metrics) and what to cover in weekly and monthly client meetings.

In this course, you will learn what profit-focused accounting means, why profit-focused accounting is valuable for clients, and how to approach weekly and monthly client meetings.

Learning Objectives:

  • Define profit-focus accounting

  • List the four components of profit-focused accounting

  • List the four drivers of revenue

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Jody Grunden

Summit CPA Group
CEO and Co-Founder
(260) 918-8822


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.

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Adam Hale

Summit CPA Group
(260) 497-9761


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.

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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.

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Jamie Nau

Summit CPA Group
Director of Accounting
(260) 497-9761


As the Director of Accounting at Summit CPA Group, Jamie Nau oversees the Virtual CFO team. Before 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!

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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.