Accounting Done Differently My vision for Summit CPA Group 20 years ago was grounded in a desire to be different—to create something that nobody else was doing in the industry. I started by focusing on what I didn’t want.
Instead, I wanted to ignite a passion for business growth through accounting and financial services. I wanted to change the way people think about accounting. I wanted to do something that mattered. I wanted to walk alongside a business owner and help them grow their business—to form relationships with them, not just look at their books once a month. I wanted flexibility in my life so I could coach my kids’ hockey teams. With a clear vision of what I wanted and what I didn’t, my business partner, Adam Hale, and I set out on an uncharted mission. We didn’t have a map or a compass; all we had was determination.
You don’t need to spend years in corporate accounting to discover that the stereo- types are right on: Traditional accounting is boring. It’s boring for the clients and, to be frank, it’s not much more exciting for the accountants. But why does that have to be the case?”
I didn’t want to run the proverbial rat race. I didn’t want to wear a suit and tie. I didn’t want to have a traditional busy season that comes with the CPA territory. I didn’t want to go to an office for 40+ hours a week. And I didn’t want to burn out. Instead, I wanted to ignite a passion for business growth through accounting and financial services. I wanted to change the way people think about accounting. I wanted to do something that mattered. I wanted to walk alongside a business owner and help them grow their business—to form relationships with them, not just look at their books once a month. I wanted flexibility in my life so I could coach my kids’ hockey teams.
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