Adam Hale

Together with his partner Jody Grunden, Adam co-founded Summit CPA Group (now Summit Virtual CFO by Anders) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. As a Partner at Anders, Adam now supervises the VCFO division and proactively works to build out the advisory side of Anders with a Virtual CFO service model.

Adam leverages 20+ years of experience in the public accounting sector to coach his team and other accounting firm owners around how to successfully sell and deliver Virtual CFO services. He takes a leading role in the ideation and development of CPA training courses, including Summit’s Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience.

Adam specializes in Virtual CFO Services, Creative Agencies, and Remote Team Management. Adam is also a member a several professional organizations including the American Institute of Certified Public Accountants (AICPA), Indiana CPA Society, and Member of the Society of Digital Agencies (SoDA). Furthermore, Adam is a member of both PlanGuru’s Board of Directors and Mizpah Shrine. In 2017, he was awarded as a winner of the Indiana CPA Society Innovation Award.

Adam graduated from Indiana University with a Bachelor of Science degree in Accounting. He also holds an Associate’s degree in Business Management and a minor in Communications. Adam is a Certified Public Accountant with a broad amount of continuing education in the areas of Audit and Tax. He is also a QuickBooks ProAdvisor and has experience teaching QuickBooks and financial literacy to small business owners and their staff.

Adam has been happily married to his wife Laura for over 15 years. They have four children together and enjoy spending time with their family and friends. The Hale family seeks new experiences through vacationing and exploring new places.