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Adam Hale, CPA

Partner and Virtual CFO Practice Leader Location: Indiana CPA License Held In: Indiana, Missouri
| Connect with Adam
  • 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 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
  • Certified Public Accountant (CPA), State of Missouri
  • 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


  • 2017 Innovation Award Recipient, Indiana CPA Society

Favorite Book:

The Four Disciplines of Execution

Favorite Podcast:

The Modern CPA Success Show

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