Summit CPA Group

Summit CPA Group

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About

Established in 2001, Summit CPA Group is a trusted accounting firm based in Fort Wayne, Indiana. They specialize in providing comprehensive Virtual CFO services, including cash flow management and financial forecasting. Their expertise also extends to conducting Benefit Plan Audits, helping businesses navigate complex tax issues, and offering valuable CFO consulting. With a mission to maximize profits, minimize taxes, and improve cash flow for their clients, Summit CPA Group ultimately aids in building personal wealth.


Highlights

24 years in business
Serves Fort Wayne , IN

Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

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Services offered

Accounting