Jake Grimm

Summit CPA Group
Director of Technology
jgrimm@summitcpa.net
(260) 440-8119

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Jake Grimm is the Director of Technology at Summit Virtual CFO by Anders. In his role Jake is constantly researching and developing forward thinking tools and processes that will continue to keep Summit as the leader in Virtual CFO services. His focus is finding the next solution that not only helps the Summit Team become more efficient but also helps our clients become better informed about their business' past results and more importantly, their future outlooks. Jake's background in distribution has equipped him with the analytic tools necessary to locate potential efficiencies with his clients at Summit. Throughout his past work experience, Jake has been an inventory manager, pricing analyst, assistant controller, and an interim CFO/controller.

About Us: 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.