Summit CPA Group helps customize solutions for our small business clients to help them manage their business by leaving the accounting, bookkeeping, and tax issues to us. We focus primarily on Virtual CFO Services and Benefit Plan Audits. Our mission is to help clients Maximize Profits, Minimize Taxes, Improve Cash Flow and Ultimately Build Personal Wealth.
We accomplish our mission by providing our clients with an experienced team of professionals that can either support or replace higher cost and less efficient staff. We save our clients between $10,000 to $50,000 per year in employee efficiency, alone. Never again will you have to worry about employee theft, untimely vacations, and employee drama!!!
Specifically, we provide or oversee our clients businesses through forecasting, KPI management, banking relationships, accounts payable (billings), accounts receivable (invoicing), payroll, and cash flow management. Moreover, we meet with our clients on a regular basis either in person or over the phone to help them make important informative decisions. This allows us to provide CASH FLOW PLANNING, PROFIT PLANNING, AND TAX PLANNING during the year instead of during tax time when too often planning is too late.
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