Community of Firm Owners
Summit Virtual CFO by Anders has a non-traditional approach to accounting. As the leading provider of Virtual CFO Services in North America, we have been providing Virtual CFO Services since 2011.
Operating under a profit-focused model, we use dynamic forecasting and key performance indicators with our clients to help them transcend their focus from simply “being in the black” to longer-term financial health and wealth.
With the mission statement, “Changing the way people think about accounting,” our goal is working to make this level of service a norm rather than an exception within other accounting firms. As part of that goal, we are building a community of CPA Firm owners who want to learn how to provide or enhance their existing Virtual CFO service offerings.
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.
The CFO Community includes:
Free CPE Webinars
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.
Podcast
For accounting firm owners who want to learn how to make their firm more profitable. Tune-in bi-weekly as host Jamie Nau interviews Ops Lead at Summit VCFO, Adam Hale, and other members of the Summit Virtual CFO by Anders team.
Slack Network
Join the free CFO Community Slack to network with other firm owners. Get tips and advice on how to grow your firm. And get easy access to our free CPE webinars.
VCFO Playbook Online Course
Learn how to land $60K/year clients and provide a killer client experience from the experiences, insights, and expertise of the team at Summit Virtual CFO by Anders.
CPA Firm Augmentation
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.
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In addition to the community and mentorship programs above, we offer 12 free CPE webinars per year for CPAs, designed to help you meet your continuing professional education requirements. CPE webinar topics such as:
The best part is our webinars are absolutely free!
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JOIN OUR CFO SLACK COMMUNITY
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How the merger process occurred and the steps it took to get there.
The benefits this merger has created for both organizations.
What the future looks like for both Summit and Anders.
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Inc. 5000 Honoree