Hearpreneur

NOVEMBER 27, 2019

In 2011, our family was sitting around the dinner table brainstorming when our teenage daughter Mia had a great idea – starting a company that sells the best possible organic roasted seaweed in delicious flavors. Summit CPA is now a company with over $5M in annual revenue and our team is fully distributed throughout the United States.

Naming 150

Naming CPA Entrepreneur Software Review 150

Up and Running

DECEMBER 9, 2014

Bates: Good morning and welcome to our CEO panel, “How to Fine-Tune Your Small Business Finances From Funding to Growth” which I think is the direction that we would all like to be going. I’m here with some really phenomenal CEOs who are going to talk to us today about small business finances from funding to growth.

Small Business 95

Small Business Finance Forecast Metrics 95

David Teten

SEPTEMBER 27, 2011

For background, we rarely see a CPA come to us with a startup idea. As a result, we offer our portfolio companies a wide range of accounting services, including Accounts Payable/Expenses; Accounts Receivable/Revenue; Payroll; General Ledger; Management Reporting; Annual tax and financial reporting. New York Jobs Tax Credit.

New York 138

New York CPA Startup Portfolio 138