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Virtual CFO Services for Agencies


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What is a Virtual CFO?


The cost of hiring a full-time CFO can range from $175,000 to over $480,000 per year, plus vacations, bonuses, and other benefits. This cost can be significant for new and growing businesses, but there's a better way!  Summit CPA is a Virtual CPA Firm where you can outsource your CFO and accounting needs. A Virtual CFO can provide the following services: manage bank relationships, weekly meetings, business forecasting, company-wide KPIs, and more, all at a fraction of the cost of a full-time CFO. Our average VCFO package costs $78,000 per year. 

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Industries We Work With

Although we can provide services for companies in any industry, we specialize in the following industries:



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How do Virtual CFO services work?


Our Virtual CFO service partners you up with a dedicated CFO and a team of virtual accountants, CPAs and tax professionals who will work with you to help guide your business to success. Our service includes more than just basic bookkeeping and accounting; we provide comprehensive financial reporting, forecasting and a variety of tax services for our VCFO clients, ultimately providing the financial peace of mind business owners need.

We stand by our clients throughout the year from a tax planning perspective so they don’t have any surprises at the end of the year! If your business is growing and you could use the help of a professional financial consultant, our Virtual CFO service is a perfect fit.


Our Virtual CFO Service provides you with an experienced
team at an affordable fixed cost!



Have more questions?


Download VCFO Guide

Download our Virtual CFO Guide

Virtual CFO Resources

Access our free resources

Free Virtual CFO Consultation

Schedule a Virtual CFO Consultation



FFC-Badge-Circle-Blue2022About Summit CPA

Summit CPA is a virtual CPA firm with a non-traditional approach to accounting. We have an amazing team of virtual accounting professionals (CPAs and accountants) who provide professional Virtual CFO Services for companies all over the United States . We also recently launched a CPA Firm Augmentation service, coaching other CPA Firms on how to successfully provide Virtual CFO services. We fully understand the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed, and we love helping our clients overcome these challenges through our own experience and expertise.


Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success by Jody Grunden
Digital Dollars and Cents

A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success

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"Summit CPA is not just accounting. From the beginning we could tell this was going to be a different kind of relationship. Each week we have a cashflow meeting and every month we have meetings for sales/invoicing, forecasting and monthly financial reports."
- Matt Westgate, Lullabot