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Adam Hale

Summit CPA Group
Co-Founder/COO
[email protected]
(260) 497-9761

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Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses on coaching his team and other accounting firms to deliver successful Virtual CFO Services. Throughout his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.

About Us: 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.