Summit CPA Group

Description

Lisa has served as an accounting professional for over 25 years. Her professional background includes both public and private accounting. Lisa's public accounting experience includes 13 years with Baden, Gage & Schroeder, LLC where her focus was primarily on audits and business valuations. Prior to working in public accounting, Lisa worked for North American Van Lines, a large 2 billion dollar transportation company currently based in Chicago with offices in Fort Wayne.

Dan also has significant experience working with small businesses in a variety of industries including construction, import/export, and healthcare. Nothing compares to the experience gained from working with a start-up or small family business. This is the experience that Dan values most.

Adam is a Partner with Summit CPA Group where he primarily focuses his attention on providing his clients with Virtual CFO Services . Adam enjoys working as a Virtual CFO because it affords him the opportunity to work more closely with his clients to provide them with vital business services such as cash flow planning, profit planning and tax planning.

Jody has been happily married to his wife, April for over 25 years. April is an estate planning attorney for Grunden Law Offices where she concentrates her practice on estate planning, sucession planning, and business formations. They have two children, Tyler and Lexi. Their favorite activities are participating in a wide-range of sports from hockey to golf with their children. Jody and April have enjoyed coaching their kid's athletic teams.

By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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