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leaf book Team


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.



We are certified Profit First Professionals who have been specially trained to help others implement the Profit First method into their businesses. We want you and your business to not only survive but thrive!


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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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.