Let’s Take Your Business To The Next Level

Our proven three-step method will take your business to the next level.


Clean Up and Procedures

If you want to increase your profits and cash flow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible. We also provide a free financial assessment at this stage.


Performance And Reports

Now that we have your foundations in place, we can provide you with information-rich data and reports. We provide you with up-to-date and comprehensive reports, giving you clarity on the performance of your business.  


Advisory & Growth (CFO Services)

It’s time to take your business to the next level! With your foundations and reporting set, we now work with you to determine your definition of success. From there, we can help set key targets to track throughout the year. We manage everything and give you specific action steps every month to stay on track and help your business grow.  

Why it works

Our three-step methodology works because it takes a holistic approach to your business. Since we focus on helping professionals nationwide, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.

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Client Testimonials

Working with Melissa has made a positive impact on our business in several ways. Melissa’s attention to detail on our bookkeeping has been outstanding. Knowing our books are done right has enabled us to let go of that business function and focus more on generating new business and our bottom line. We are extremely grateful to have Melissa as part of our team and look forward to working with her for the long term.
Jon Kikel
Innomax Home Solutions
We were handling the books ourselves prior to bringing Melissa in to help us. With her, our businesses have become so much more organized and profitable. After only a few months we learned the importance of good bookkeeping and we now know what areas of our business we need to be focusing on. She is reliable, easy to work with, and extremely intelligent. We feel blessed to have found her.
Douglas Diakite
Nationwide Community Revitalization
Melissa Horsley has specifically overseen my account over the past few years and has been an outstanding joy to work with.  I personally have so much respect for Summit CFOs’ work that I have referred both a family member and a colleague to do business with them.
Jonathan Steers
Supragenix, LLC