SUMMIT STRATEGIC ADVISORS

summit-strategic-advisors-logo

Summit Strategic Advisors provides financial services like business advisory, tax preparation and investment plannings.

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SUMMIT STRATEGIC ADVISORS

Industry:
Advice Financial Services Professional Services

Founded:
2014-01-01

Address:
Louisville, Kentucky, United States

Country:
United States

Website Url:
http://www.summit-cpa.com

Total Employee:
1+

Status:
Active

Contact:
+1-502-805-7213

Email Addresses:
[email protected]

Technology used in webpage:
U.S. Server Location


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Official Site Inspections

http://www.summit-cpa.com

  • Host name: 235.24.180.107.host.secureserver.net
  • IP address: 107.180.24.235
  • Location: Scottsdale United States
  • Latitude: 33.6013
  • Longitude: -111.8867
  • Metro Code: 753
  • Timezone: America/Phoenix
  • Postal: 85260

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More informations about "Summit Strategic Advisors"

CPA Resource Page - Summit CPA

Virtual CFO and 401 (k) Audit resources including presentations about accounting, auditing, finance and business tax, and more.See details»

Our Story - Summit CPA

Founded in January of 2014, Summit CPA is the culmination of decades of public accounting, consulting, and industry experience embodied by the founding membersโ€™ entrepreneurial spirit and deep desire to create a boutique tax โ€ฆSee details»

Our Team - Summit CPA

[email protected]. FEATURED ARTICLES. Summit is excited to celebrate our 10 year milestone! January 31, 2024. 7 Year-End Tax Planning Tips for Individuals November 6, 2024. โ€ฆSee details»

Jody Grunden | Speaker | CPA.com

Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America.See details»

The Summit CPA Backstory

Jan 9, 2020 For over 17 years, Summit CPA Group has worked with creative agencies all over the U.S. to help them improve their businesses, and this is the story of how and where it all started.See details»

Our Services - Summit CPA Group

Summit uses integrated tax and accounting software from Thomson Reuters. This concise approach benefits our clients because the integrated software communicates and data shares โ€ฆSee details»

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Mar 22, 2022 Summit CPA Group, a virtual CFO firm, will merge its practice with Anders CPAs + Advisors, a Top 100 St. Louis-based CPA and advisory firm.Co-Founders, Jody Grunden, CPA and Adam Hale, CPA, along ...See details»

Free CPE Webinar: Lessons Learned from a Non-traditional Merger

Mar 27, 2023 Summit CPA Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National โ€ฆSee details»

Donor Advised Funds - Summit CPA

The sponsoring organization controls the assets, but the taxpayer remains an advisor for how the assets are invested as well as how and when distributions are made to a qualified charitable organization. ... [email protected]. โ€ฆSee details»

Subscription-Based Billing Pioneer Honored as CPA.com's 2020 โ€ฆ

Grunden is co-founder and CEO of Summit CPA Group, which offers virtual CFO services. Grunden has run a completely remote organization since 2013, which allows him to tap talent โ€ฆSee details»

Spend Management Advisory: How to price, position and โ€ฆ

Summit CPA has built a multimillion-dollar Client Advisory Services (CAS) practice with 72% average gross profit margin. Whatโ€™s their secret? Theyโ€™ve adopted a rigorous approach to โ€ฆSee details»

The Best 10 Accountants near Woodbridge, VA 22191 - Yelp

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Free CPE Webinar: Launching Your Virtual CFO Practice in 2023

Jun 13, 2023 In this webinar, you will learn what it means to be an advisor to your clients and how to successfully deliver advisory services to clients as a Virtual CFO. You will also discover โ€ฆSee details»

Our Core Values - Summit CPA

[email protected]. FEATURED ARTICLES. Summit is excited to celebrate our 10 year milestone! January 31, 2024. 7 Year-End Tax Planning Tips for Individuals November 6, 2024. โ€ฆSee details»

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Nov 27, 2024 Clients consistently praise their strong organization, communication, and personalized service, including having a single point of contact. Their expertise in handling โ€ฆSee details»

JS Morlu LLC | Best Tax Accountant in Woodbridge, VA

JS Morlu LLC is a top-tier accounting firm based in Woodbridge, Virginia, with a team of highly experienced and qualified CPAs and business advisors. We are dedicated to providing โ€ฆSee details»

Tax Planning & Compliance - Summit CPA

[email protected]. FEATURED ARTICLES. Summit is excited to celebrate our 10 year milestone! January 31, 2024. 7 Year-End Tax Planning Tips for Individuals November 6, 2024. โ€ฆSee details»

Digital Course: The Virtual CFO Playbook - Summit CPA

Since 2002, Summit has grown from a team of 2 people to approximately 50. The company has grown extremely fast, experiencing 3-year 150% growth consecutively over the past 3 years โ€ฆSee details»

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