Adam Hale


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.

He develops and tracks customized key performance indicators (KPIs) that are crucial to a client maximizing profits and achieving sustainable growth. Adam is also an integral part of our Audit team with a focus on 401K audits. As an auditor Adam believes that audits should add value for its stakeholders outside of basic compliance. He feels that an audit is an opportunity to educate the client when noncompliance is discovered.


Eight Crucial Metrics For Service-Based Companies

February 9, 2016 | 1:30 PM

There’s a strong chance your company isn’t as financially healthy as you might think it is. In this breakout presentation (a highlight of our Owner and Operations Camps) Jody Grunden and Adam Hale will surface eight key performance indicators (KPIs) that can make or break your business.