Adam Hale, CPA

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

Awards

• 2017 Innovation Award Recipient, Indiana CPA Society