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The

leaf book Team

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Summer Wilkinson, CPA

Founder and CEO

Summer Wilkinson is the founder and owner of Leaf Book CFO Services. 

Summer is a licensed Certified Public Accountant with over 20 years of experience providing accounting, tax preparation, and advisory services to small businesses. 

Her passion is helping clients find satisfaction and joy in running their businesses. 

Summer lives in Tennessee with her husband, Wade, and their two adorable Havanese dogs, Leela and Button. They recently bought a log cabin on 40 beautiful acres in Southern Tennessee. Summer and Wade have one son, Elijah, who lives in Salt Lake City, UT.

Frank Headshot-2

Frank Palomino, CPA

Senior Manager

Frank’s passion for entrepreneurism can be traced back to his teenage years, where he spent significant time finding ways to fund his extracurricular activities.  

When he was in college, Frank ran his own bookkeeping business and learned the importance of good accounting early on. 

Frank gained his professional experience working in a tax-focused CPA firm servicing high net worth individuals and learning how to utilize advanced tax-saving strategies. 

As a seasoned entrepreneur and tax accountant, he is passionate about driving profit and educating clients. 

Outside of the office, Frank enjoys working out at the local CrossFit gym, hiking, and spending time with his wife and son.

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about

leaf book cfo

Ahead of the times

We started down the virtual path long before today's working environment demanded it.

Because of this, we're able to provide:

  • faster response time
  • personal client management
  • excellent client service through the use of technology.

We are the perfect union of expert financial services and modern digital technology.

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affordable

Full-time CFO's often command salaries nearing $200,000.

While we provide a number of expert financial services, our packages are tailored to our clients' needs, saving them money while providing exceptional service. 

Most we work with typically increase revenue, reduce taxes and streamline their accounting processes saving them time and money.

dog saving money

 

 

we're certified profit first professionals!

Our firm is one of the select few nationwide that has met the requirements to be Certified Profit First Professionals.

We are your business's advocate and are trained to help you drive and maximize your profits.

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Want to learn more about profit first?

Click "Profit First" from the menu above or follow the link below to download a free instant assessment.

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