Tax Prep Fintech Startup: April Raises $30 Million
After Successful Tax Season, Embedded Tax Platform April Raises $30M Series A from Fintech Veterans
After Successful Tax Season, Embedded Tax Platform April Raises $30M Series A from Fintech Veterans
The merger joins Jody Grunden, author of “Building the Virtual CFO Firm in the Cloud,” with Bob Minkler’s top 100 super-regional.


Summit CPA co-founders Jody Grunden and Adam Hale and all 60 staff members are joining St. Louis-based Anders, bringing Anders’ total partners and staff to 335 with revenue of $60 million.
Anthony Zecca, CEO of Growth Path Partners LLC, and author of CPA Trendlines’ “Leading from the Edge,” advised Anders on the transaction. Zecca was instrumental in connecting Anders and Summit, and he will continue to serve as an advisor as the merger solidifies and grows. Zecca is a retired partner of CohnReznick and was managing partner of the firm’s Advisory Group.
More Grunden here | See “Building the Virtual CFO Firm in the Cloud” by Grunden
More Zecca here | See “Leading from the Edge” by Zecca
Founded in 2002, Summit has been a pioneer of remote work in the accounting industry since 2013. By offering virtual CFO services, including cash flow management, business tax planning and financial forecasting, Summit has grown fast to $8.5 million, approximately doubling in size every three years since 2010 and has been recognized by Inc. 5000. Anders has also grown rapidly through the addition of advisory services, new industry lines, organically and through mergers, doubling to over $51 million since 2013.
Expanded team and consulting services to better serve the CPA industry.
Accounting Today’s top 100 most influential people list includes 39 figures connected to CPA Trendlines.
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