Where Clarity Meets Strategy
Transform your financial chaos into confident decisions with Virtual CFO Services, Quickbooks support, and smart automations.
Veteran-Owned
Serving Businesses Nation Wide
QuickBooks Certified
Our Benefits
Our benefit is providing personalized business accounting that maximize returns while minimizing risk, ensuring your financial growth and security.
Fast Process
Our streamlined accounting process ensures fast, efficient service, helping you achieve your financial goals quickly.
Best Quality
We deliver the highest quality financial management, ensuring your business grows with precision, care, and expertise.
Solution
Our innovative accounting and recovery solutions are designed to optimize your investments and help you achieve long-term success.
Who We Are
Trusted Accounting & Virtual CFO for Growing Small Businesses
We deliver tailored accounting and strategic CFO support that give you clarity, tighter cash flow control, and confident tax planning-so you can grow with less stress.
Tailored accounting tofit your business
Cash-flow visibility and actionable KPIs
Tax-smart planning to keep more profit
QuickBooks support and smart automation
10+
Years Experience
Saving Strategies
Our saving strategies help you grow wealth efficiently and securely.
Competitive Price
We offer competitive pricing to maximize your investment returns and growth.
24/7 Support
Our 24/7 support ensures you're never alone in managing investments.
MEET THE FOUNDER & CEO
Charlisa King-Kyles
Hi, I’m Charlisa, a proud U.S. veteran, devoted mother, and serial entrepreneur. With a Bachelor’s in Accounting from Northwood University, I built Summit Legacy Accounting to deliver financial clarity, growth strategy, and seamless automation for business owners.
From serving in Afghanistan before 19 to launching purpose-driven ventures like CKK Services and the Jada and Judah Twin Seeds Foundation— my journey taught me that legacy is built, not given. I bring resilience, faith, and fierce determination to every client partnership, guiding you to rise—and helping your business rise, too.
“No one’s gonna do it for you, you gotta do it yourself.”
What Client Say
Here's what our clients have to say about their experience with our accounting services:
The personalized attention and expertise I received helped me achieve financial growth I never thought possible.
James Smith
Office Manager
Working with their team has transformed my financial outlook—they truly understand my goals and needs.
Rachel Lee
Office Manager
Their strategic approach to managing my bookkeeping has given me peace of mind and consistent returns.
Michael Chen
Office Manager
CHOOSE YOUR PERFECT CFO PLAN
FOR YOUR BUSINESS
Select the plan that best fits your needs and seamlessly adapts to support your future growth.
Essentials CFO
$750/mo
For small businesses that need reliable financial clarity without the overwhelm.
Monthly Financial Reports you can actually understand
QuickBooks cleanup and optimzation so your numbers are always accurate
Cash-flow tracking to know exactly where your money is going
One strategy call per month to stay aligned with goals
Best for: solopreneurs & early Stage businesses who need structure without hiring a full time accountant
Growth CFO
$1,500/mo
For growing businesses ready to scale confidently and make smart financial decisions.
Everything in Essentials, plus:
Custom API dashboards to track what really drives your business
Budgeting and forecasting to plan growth with confidence.
Two strategy calls per month for direct guidance and accountability
Best for: established businesses that want to scale sustainably and need financial leadership on call
Legacy CFO
$2,500/mo
For ambitious businesses that want executive level financial strategy without the cost of a full-time CFO...
Fractional CFO leadership hands on financial strategy at the executive level
Team financial training ( 1 session/month) to build a financially smart culture
Investor/lender-ready reports to help secure funding with confidence
Full system automation workflow to save time and reduce errors
Unlimted priority support when you need answers fast
Best for: scaling companies, startups preparing for funding, or organizations seeking full CFO expertise without a $200K salary.
CHOOSE YOUR PERFECT CASHFLOW RECOVERY PLAN
FOR YOUR BUSINESS
Select the plan that best fits your needs and seamlessly adapts to support your future growth.
Essential Recovery
$400/mo
Keep your receivables on track with light monthly follow-up.
Polite reminders & follow- up emails to encourage timely payments
Monthly status report on outstanding invoices
Light automation setup for recurring reminders
Best for: businesses with small overdue balances that just need gentle nudges
Growth Recovery
$750/mo
Aggressive but professional collections that recover cash without damaging relationships.
Bi-weekly outreach via email & phone to delinquent accounts
Payment plan negotiations to secure cash flow faster
Pre-legal demand letters for stubborn accounts
Detailed monthly reporting with recommendations
Best for businesses with consistent late payers who need structure, professional follow-up.
Legacy Recovery Elite
$500/mo + 10% Collected
Full accounts receivable (A/R) takeovers so you can focus on growth while we recover your cash.
Complete A/R management we handle collections from start to finish
Success-based fee model you only pay a percentage of what we collect
Priority escalation support for high-value invoices,
Weekly performance updates + investor ready recovery reporting
Best for: businesses with large receivables or recurring collection issues that want a true partner in cashflow management.
Frequently Asked Questions
What exactly is a Virtual CFO, and how can it help my business?
A Virtual CFO provides high-level financial strategy and oversight—just like an in-house CFO—without the full-time cost. We analyze your numbers, build forecasts and budgets, optimize cash flow, and guide strategic decisions so you can focus on growth with confidence.
How do I choose between Essentials, Growth, and Legacy CFO packages?
Essentials CFO is ideal if you’re a startup or solo entrepreneur needing basic reporting, cash-flow tracking, and Light automation.
Growth CFO suits businesses poised to scale, with added KPI dashboards, forecasting, and tax-planning coordination.
Legacy CFO is for high-growth companies seeking fractional CFO leadership, full automation, team training, and unlimited strategic support.
We’ll also start with a free clarity call to assess your needs and recommend the best fit.
How soon will I see improvements after signing up?
You can expect clearer monthly financial statements and cash-flow visibility within the first 30 days. Strategic insights, KPI dashboards, and automation wins typically roll out over your first 60–90 days, depending on package and current bookkeeping quality.
Can you collaborate with my existing bookkeeper or internal team?
Absolutely. We integrate seamlessly with your current bookkeeping or finance staff, providing oversight, training, and strategic direction while they handle day-to-day entries.
Your trusted partner in financial growth and accounting success, committed to securing your financial future.
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101 Park Avenue, Oklahoma City OK 73102
(810) 553-0585