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Zach Montroy

Summit CPA Group
Director of People Ops
zmontroy@summitcpa.net
(260) 497-9761

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Zach serves as the People, Team, and Organizational Strategist at Summit. He began his career in public relations and has since held a variety of executive leadership positions over the last 17 years. As an experienced strategic leader, Zach is passionate about delivering tactical solutions in people strategy, organizational change, strategic planning, and business process improvement.

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.