
Adam Hale, CPA
Partner, Advisory (314) 474-0673 | | Connect with Adam | Contact AndersSpecialties
- Virtual CFO Services
- Creative Agencies
- Remote Team Management
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 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 2022
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