Community of Firm Owners

The CFO Community stands for Community of Firm Owners. This community gives firm owners a variety of different ways to learn and connect with other firm owners.

We offer 12 CPE webinars per year for CPAs, designed to help you meet your continuing professional education requirements. Topic areas include: People, Processes & Tools. 

For accounting firm owners who want to learn how to make their firm more profitable. Tune-in bi-weekly as host Jamie Nau interviews Summit CPA's COO and Co-founder, Adam Hale, and other members of the Summit CPA Group team. 

For just $29 per month you can network with other firm owners in Slack. Get tips and advice on how to grow your firm. And get easy access to our free CPE webinars.

Learn how to land $60K/year clients and provide a killer client experience from the experiences, insights, and expertise of the team at Summit CPA.

Outsource your back office accounting to us. You serve as the client-facing CFO and we provide you with the processes, tools, and senior accounting team to support you.

Practice-proven handbook for building a fully remote workforce delivering high-value CFO services.

True-life case-study of the firm that actually did it by the people who are making it happen.

With step-by-step practice aids, checklists, tech guides, illustrated examples, personnel policies, scripts, letters, processes, procedures.

Plus: links for updates and new developments in recommended technologies, evolving processes, and new innovations in virtual CFO services.

• Network with other firm owners.
• Get tips and advice on how to grow your firm.
• Get easy access to our CPE webinars.
• Just $29/month!

We offer 12 free CPE webinars per year for CPAs, designed to help you meet your continuing professional education requirements.

Sign up to be notified of upcoming webinars

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