Where Clarity Meets Strategy
Transform your financial chaos into confident decisions with Virtual CFO services, QuickBooks support, and smart automation.
Our Benefit
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
We Aim To Be The Best Accounting Firm In The World
We are committed to becoming the world’s leading accounting firm by delivering exceptional results and personalized strategies. Our goal is to help you achieve financial success with confidence and trust in our expertise.
Tailored Accounting Solutions
Expertise You Can Trust
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’ve built Summit Legacy Accounting to deliver financial clarity, growth strategy, and seamless automation to vision-driven leaders.
My own journey—from serving in Afghanistan before 19 to launching purpose-driven ventures like CKK Services and the Jada and Judah Twin Seeds Foundation—taught me that legacy is built, not given. I channel resilience, faith, and fierce determination into 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
Monthly financial statements & reports
QuickBooks review & optimization
Cash flow tracking
Email support + 1 strategy call
Light automation setup
Growth CFO
$1,500/mo
All Essentials features
Custom KPI dashboards
Budgeting & forecasting
Tax planning coordination
2 strategy calls/month
Legacy CFO
$2,500/mo
All Growth features
Fractional CFO leadership
Team financial training (1 session/month)
Full system automation workflows
Investor/lender-ready prep
Unlimited strategy support & priority access
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
Light monthly follow up
Email reminders & polite notices
Growth Recovery
$750/mo
Bi-weekly outreach
Payment plan negotiation
Pre-legal demand letters
Legacy Recovery Elite
$500/mo + 10% Collected
Full A/R takeover
Weekly updates
Success-based fee
Priority escalation support
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