Together with his partner Jody Grunden, Adam co-founded Summit CPA Group (Summit) in 2002, which merged with Anders in 2022. As a partner and Virtual CFO practice leader of Anders, Adam now supervises the VCFO practice and proactively works to continue to grow the advisory side of Anders. Adam leverages 20+ years of experience in the public accounting sector to coach his team and other accounting firm owners on how to successfully sell and deliver Virtual CFO services. He takes a leading role in the ideation and development of CPA training courses, including Summit’s Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience.
Joined the firm in 2002
Education & Certifications
Certified Public Accountant (CPA), State of Indiana
B.S., Accounting, Indiana University, Bloomington, IN
Professional Organizations
American Institute of Certified Public Accountants (AICPA)
Indiana CPA Society (INCPAS)
Bureau of Digital
Member
Society of Digital Agencies (SoDA)
Member
Community Leadership
PlanGuru
Board of Directors
Mizpah Shrine
Member
Awards
2017 Innovation Award Recipient, Indiana CPA Society
Favorite Book:
The Four Disciplines of Execution
Favorite Podcast:
The Modern CPA Success Show
adam-hale
Adam Hale, CPA
Partner and Virtual CFO Practice Leader
(314) 474-0673
Specialties
Virtual CFO Services
Creative Agencies
Remote Team Management
About Adam
Professional Profile
Together with his partner Jody Grunden, Adam co-founded Summit CPA Group (Summit) in 2002, which merged with Anders in 2022. As a partner and Virtual CFO practice leader of Anders, Adam now supervises the VCFO practice and proactively works to continue to grow the advisory side of Anders. Adam leverages 20+ years of experience in the public accounting sector to coach his team and other accounting firm owners on how to successfully sell and deliver Virtual CFO services. He takes a leading role in the ideation and development of CPA training courses, including Summit’s Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience.
Joined the firm in 2002
Education & Certifications
Certified Public Accountant (CPA), State of Indiana
B.S., Accounting, Indiana University, Bloomington, IN
Professional Organizations
American Institute of Certified Public Accountants (AICPA)
Indiana CPA Society (INCPAS)
Bureau of Digital
Member
Society of Digital Agencies (SoDA)
Member
Community Leadership
PlanGuru
Board of Directors
Mizpah Shrine
Member
Awards
2017 Innovation Award Recipient, Indiana CPA Society
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