Summit CPA Group
Summit CPA Group is a privately held, Fort Wayne-based accounting and auditing firm founded in 2002 with 11-50 employees, serving enterprise clients including publicly listed companies such as EV manufacturer Phoenix Motor Inc.
- Company typePrivate
- Founded2002
- HeadquartersFort Wayne, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Summit CPA Group does
Summit CPA Group is a privately held accounting and auditing firm headquartered in Fort Wayne, Indiana, founded in 2002. The firm self-describes as taking a "non-traditional approach to accounting," though the specific nature of that differentiation — whether method, client focus, service mix, or technology adoption — is not articulated in the available data. Its documented service area includes independent audit services for publicly listed companies, evidenced by its ratification as the independent registered auditor for Phoenix Motor Inc., an electric vehicle manufacturer, at the December 23, 2025 Annual Meeting of Stockholders.
Operating with 11-50 employees, Summit CPA Group is a small-to-mid-sized regional practice serving enterprise clients. No detailed service portfolio, pricing model, technology stack, or product architecture is disclosed in the input data. Revenue figures, ownership structure, and headcount of leadership are not available; the firm maintains a website at summitcpa.net but the leadership profile is not documented in public sources reviewed.
The firm's business model appears to follow the standard CPA firm revenue mechanics: hourly/engagement-based fees for audit, tax, and advisory services to corporate clients. The Phoenix Motor engagement demonstrates capability to perform PCAOB-style audits of public companies, which is a higher-fee, higher-bar segment relative to private-company work. No information on channel structure, geographic reach beyond Fort Wayne, or segment mix is available.
Summit CPA Group firmographics
Firmographics- Name
- Summit CPA Group
- Website
- https://summitcpa.net
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Summit CPA Group is a privately held, Fort Wayne-based accounting and auditing firm founded in 2002 with 11-50 employees, serving enterprise clients including publicly listed companies such as EV manufacturer Phoenix Motor Inc.
- Ownership category
- akta.pro rank
Where Summit CPA Group is headquartered
LocationHeadquarters
- HQ city
- Fort Wayne
- HQ country
- United States
- HQ region
- North America
Markets served
Summit CPA Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Summit CPA Group product offering
Product offeringCore offering
Summit CPA Group is a CPA firm that delivers accounting and audit services to corporate clients. The firm takes a non-traditional approach to accounting and has been engaged to serve as the independent auditor for publicly reporting companies. Its core service is providing independent audit and assurance work alongside broader accounting services.
Product overview
Summit CPA Group is an accounting and auditing firm. Based on the available source data, no specific product portfolio, service offerings, or product architecture details are available. The company was referenced as being ratified as an independent auditor for Phoenix Motor Inc. in December 2025.
Differentiator
Problem solved
Functional benefit
Products and services
- Independent Audit Services
Companies that use Summit CPA Group
Customer profileNamed customers1 record
Ideal customer profiles1 record
Summit CPA Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Summit CPA Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Phoenix Motor Inc.minorSummit Group CPAs was ratified as the independent auditor for Phoenix Motor Inc. at their 2025 Annual Meeting of Stockholders held on December 23, 2025. Phoenix Motor Inc. is an electric vehicle manufacturing company that approved a reverse stock split and other governance measures. The audit engagement was confirmed by shareholders representing approximately 82.38% of outstanding common stock.
Recent moves1 record
Expansion highlights1 record
Summit CPA Group competitors and assessment
Company assessmentBroad incumbents
- Plante Moran: Large mid-market accounting and advisory firm with deep manufacturing and EV-sector exposure; overlaps with Summit in small-cap audit, advisory, and outsourced finance services.
- Withum Smith+Brown: National advisory and accounting firm with a strong small-cap public audit practice; competes in the same growth-stage and small-cap audit, tax, and outsourced CFO market as Summit.
- Whitley Penn: Full-service CPA and advisory firm serving public and private mid-market clients; comparable as a similarly scaled firm offering audit, tax, and advisory services.
- Rehmann: Mid-market accounting, tax, and advisory firm serving small-cap public and private companies across the Midwest; similar positioning to Summit in audit, advisory, and outsourced finance work.
- CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm serving mid-market companies with audit, tax, and consulting offerings; a broader incumbent competing for the same small-cap public audit and outsourced CFO mandates Summit targets.
- Eide Bailly: Top-25 U.S. accounting and advisory firm providing audit, tax, and consulting to mid-market and small-cap public companies; comparable incumbent competing in the same public-audit and advisory segments.
- Cherry Bekaert: Top-30 U.S. accounting and advisory firm serving small-cap public, private, and government clients; comparable in mid-market audit and advisory positioning vs. Summit.
Direct peers
- Baker Newman Noyes: Mid-size regional CPA firm offering audit, tax, and advisory to closely held and small-cap public companies in the Northeast; closely comparable in size, headcount band, and service mix to Summit.
- Kreischer Miller: Mid-size regional CPA and advisory firm serving mid-market private and small-cap public companies; comparable to Summit as a non-Big-4 provider of audit, tax, and outsourced CFO services.
- Anders CPA & Advisors: Mid-market CPA and virtual CFO/advisory firm serving growth-stage and mid-market companies; directly comparable in service mix (audit, tax, outsourced CFO) and target client profile to Summit CPA Group.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
Summit CPA Group social profiles
Digital presenceSummit CPA Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Summit CPA Group leadership team
Management profileNumber of profiles
Summit CPA Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Summit CPA Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Summit CPA Group
What does Summit CPA Group do?
Summit CPA Group is a CPA firm that delivers accounting and audit services to corporate clients. The firm takes a non-traditional approach to accounting and has been engaged to serve as the independent auditor for publicly reporting companies. Its core service is providing independent audit and assurance work alongside broader accounting services.
Is Summit CPA Group a public or private company?
Summit CPA Group is a private company. It is classified as unknown and is currently operating.
When was Summit CPA Group founded?
Summit CPA Group was founded in 2002. It employs 11 to 50 people.
Where is Summit CPA Group based?
Summit CPA Group is headquartered in Fort Wayne, United States, in the North America region.
Who are Summit CPA Group's main competitors?
Broad incumbents on record are Plante Moran, Withum Smith+Brown, Whitley Penn, Rehmann, CliftonLarsonAllen (CLA), Eide Bailly and Cherry Bekaert. Direct peers are Baker Newman Noyes, Kreischer Miller and Anders CPA & Advisors.
Does Summit CPA Group have an API?
No public API is recorded for Summit CPA Group.