Jake_Grimm

Jake Grimm

Director of Innovation and Automation, Summit Virtual CFO by Anders

Jake Grimm is the Virtual CFO Director of Innovation and Automation at Summit Virtual CFO by Anders. In his role, Jake is constantly researching and developing forward-thinking tools and processes that will continue to keep Summit as the leader in Virtual CFO services. His focus is finding the next solution that not only helps the Summit Team become more efficient but also helps our clients become better informed about their business' past results and, more importantly, their future outlooks. Jake's background in distribution has equipped him with the analytic tools necessary to locate potential efficiencies with his clients at Summit. Throughout his past work experience, Jake has been an inventory manager, pricing analyst, assistant controller, and interim CFO/controller. Jake graduated from Manchester College with a Bachelor’s of Science degree in Accounting. He then successfully passed all four portions of the CPA exam on his first attempt and has obtained his MBA with an accounting concentration from Indiana Tech University. He is also a CPA licensed in Indiana. Jake resides in Auburn with his wife, Allyson, three children, Johnathyn, Lillyn, and Kameryn, and two dogs, Zooey and Indie. With three kids between the ages of 5 to 8, he really does not have much spare time, but when he does, he enjoys adventures with his family, golfing, football (Indianapolis Colts and Notre Dame Fighting Irish), fantasy football, Ft. Wayne Tincaps and spending time at the lake.

Appearances

  • Thumbnail for Pricing and Packaging Your CAS Offerings
    Identification
    DCPA2320
    Date
    December 5, 2023
    As you evolve your CAS practice and expand to offer more advisory services, your pricing and packaging options must evolve as well. Learn to develop and model an approach that allows the practice to standardize, but also customize solutions for client's needs…

    Speakers

    Speaker Image for Jake Grimm
    Director of Innovation and Automation, Summit Virtual CFO by Anders
    Speaker Image for Jody Grunden
    Partner, Anders CPAs + Advisors
    Speaker Image for Matthew Kraft
    Director, FP&A, CPA.com
    $49
    Standard Price
  • Thumbnail for Building a Spend Management Advisory Practice: How to Price, Position and Productize Your Offering
    Identification
    DCPA2306
    Date
    June 8, 2023
    Have you considered adding spend management services to your CAS practice? By automating your client’s manual processes around expense reports and other non-payroll expenses, you will help close their books faster and more accurately…

    Speakers

    Speaker Image for Jake Grimm
    Director of Innovation and Automation, Summit Virtual CFO by Anders
    Speaker Image for Steve Novak
    Sr. Director, Accountant Partnerships, BILL
    Speaker Image for Jody Grunden
    Partner, Anders CPAs + Advisors

    Moderator

    Speaker Image for Colette Sharbaugh
    Vice President, Marketing & Communications, CPA.COM
    $49
    Standard Price

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