Case Study: Summit CPA achieves streamlined processes and real-time client reporting with Klipfolio

Summit CPA streamlines their processes and client deliverables with Klipfolio

Summit CPA is a distributed accounting firm and leading Virtual CFO provider on a mission to “change the way people think about accounting.” Director of IT Jake Grimm led efforts to modernize reporting after the firm found Excel-based, static PDF reports were time-consuming, inconsistent across clients, and didn’t provide real-time insights.

They adopted Klipfolio for its ease of use, broad data connections, and granular user permissions, building interactive dashboards for industry benchmarking and client financial summaries. By tracking key metrics like Money in the Bank, Effective Rate, and Overall Profitability, Summit CPA streamlined processes and deliverables, improved team efficiency, and delivered a more valuable, easily shareable reporting product to clients.

Summit CPA

Jake Grimm

Director of IT