Instructors Directory > Summit CPA Group
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Summit CPA Group
(260) 497-9761
www.summitcpa.net

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.

Archived Webinars

PRICING, PACKAGING, AND FINDING THE RIGHT FIT FOR YOUR FIRM
Recorded Date August 19, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
UNLOCK THE POTENTIAL OF YOUR CAS PRACTICE: A MULTIMILLION-DOLLAR SUCCESS STORY
Recorded Date December 18, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
TAX TECHNOLOGY: HOW SWITCHING TAX COMPLIANCE SOFTWARE LEADS TO FUTURE SUCCESS
Recorded Date July 27, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO BUILD AN EFFECTIVE CLIENT ONBOARDING PROCESS
Recorded Date February 15, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
MARKETING YOUR FIRM TO SUCCESS
Recorded Date October 11, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
BUILDING A HIGH-PERFORMANCE ACCOUNTING TEAM
Recorded Date April 20, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, Other     
THE PLAYBOOK FOR PROVIDING VIRTUAL CFO SERVICES
Recorded Date January 28, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, Other     
PROFIT-FOCUSED ACCOUNTING: THE ROADMAP TO CLIENT SUCCESS
Recorded Date December 9, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Basic     
401(k) PLAN ADMINISTRATION: HOW TO HELP YOUR CLIENTS AVOID IRS AND DOL PENALTIES
Recorded Date May 8, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other