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.
View Top Employees from Summit CPA GroupWebsite | http://www.summitcpa.net |
Revenue | $5 million |
Funding | $350000 |
Employees | 72 (72 on RocketReach) |
Founded | 2001 |
Address | 800 Market Street Suite 500, St. Louis, Missouri 63108, US |
Phone | (260) 497-9761 |
Fax | (260) 440-8093 |
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Industry | Accounting, Accounting & Accounting Services, Virtual CFO Services, Business Services, Financial Services, Benefit Plan Audits, Professional Services, Virtual Controllership Services, Service Industry, 401K Audits |
Web Rank | 3 Million |
Keywords | Buyout Pros And Cons, John Pufal, Should You Roll Over Your 401k When Your Employer Closes, Small Business "Document" Salary, Difference Between Tax Bracket And Effective Tax Rate |
SIC | SIC Code 87 Companies, SIC Code 872 Companies |
NAICS | NAICS Code 54121 Companies, NAICS Code 54 Companies, NAICS Code 5412 Companies, NAICS Code 541 Companies |
Looking for a particular Summit CPA Group employee's phone or email?
The Summit CPA Group annual revenue was $5 million in 2023.
Greg Wallis is the Virtual Chief Financial Officer of Summit CPA Group.
72 people are employed at Summit CPA Group.
Summit CPA Group is based in St. Louis, Missouri.
The NAICS codes for Summit CPA Group are [54121, 54, 5412, 541].
The SIC codes for Summit CPA Group are [87, 872].