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Tom Wadelton

Summit CPA Group
Virtual CFO
twadelton@summitcpa.net
(260) 497-9761

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Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews his clients’ key drivers to understand the company better and offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.

About Us: Summit CPA was founded in February of 2002 in Fort Wayne, Indiana with the focus of taking a non-traditional approach to accounting. They did not want clients to be hesitant when called because they were afraid of the end result – A BILL.

Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.

By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.

Do clients like the non-traditional approach? Summet CPA thinks they do.

Upcoming Live Webinars

HOW TO BUILD AN EFFECTIVE CLIENT ONBOARDING PROCESS

Available Date(s)
Tuesday, February 15, 2022: 1:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Archived Webinars Offered

MARKETING YOUR FIRM TO SUCCESS

Date RecordedOctober 11, 2021  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THE PLAYBOOK FOR PROVIDING VIRTUAL CFO SERVICES

Date RecordedJanuary 28, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Other    

PROFIT-FOCUSED ACCOUNTING: THE ROADMAP TO CLIENT SUCCESS

Date RecordedDecember 9, 2020  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesExperience providing client services  Advanced PreparationNone