Your Business Finances, Simplified and Strategic

Full-service accounting and tax services for small businesses and entrepreneurs who want more than just compliance—they want clarity and growth.

Schedule Your Free Consultation

Serving Cleveland business since 2015 | Virtual and in-person services available

123 Main Street, OH, 12345
(440) 123-4567

Your Trusted Financial Partner

Our Services

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Tax Planning & Preparation

Strategic tax planning that minimizes your liability and maximizes deductions. We handle individual, business, and complex multi-state returns with accuracy and care.

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Business Advisory & CFO Services

Get the financial insights you need to make confident decisions. From cash flow management to growth planning, we’re your outsourced finance team.

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Bookkeeping &
Payroll

Stay compliant and organized with monthly bookkeeping, payroll processing, and financial reporting that gives you real-time visibility into your numbers.

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Explore Our Services

Who We Are

Meet the Team Behind Your Financial Success

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We’re not the firm that only shows up in April. We’re the partner you can call in July with a question, the advisor who reaches out with tax-saving ideas before year-end, and the team that genuinely celebrates your wins.

Summit Financial Partners was founded in 2015 by Jennifer Martinez, CPA, after she spent over a decade at Ernst & Young and in corporate finance. Frustrated by the reactive, transactional approach of traditional accounting firms, Jennifer built a practice focused on what business owners actually need: proactive strategy, clear communication, and year-round partnership.

Today, our team of CPAs, Enrolled Agents, and financial specialists serves 120+ businesses across Northeast Ohio. We’ve helped clients save over $2.8M in taxes through strategic planning, navigate complex growth challenges, and build financial clarity that drives confident decision-making.

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How We Work Together

Discovery Call (Free)

We learn about your business, challenges, and goals. No pressure—just a conversation to see if we’re a good fit.

Custom Proposal

You’ll receive a clear, fixed-price proposal tailored to your needs. No hidden fees, no surprises.

Onboarding & Setup

We handle the heavy lifting—connecting systems, organizing records, and getting you set up in our secure client portal.

Ongoing Partnership

Enjoy proactive support, regular check-ins, and the peace of mind that comes from having expert financial guidance.

Ready to Take Control of Your Finances? We’re Here to Help.

Schedule Your Free Consultation
Call (440) 123-4567

Accounting That Works as Hard as You Do

Proactive, Not Reactive

We don’t just close the books—we help you plan ahead. Tax-saving strategies, quarterly reviews, and year-round guidance keep you one step ahead.

Local Expertise, Modern Tools

You get the personal attention of a local firm with the efficiency of cloud-based accounting. Secure portals, real-time dashboards, and responsive communication.

Built for Business Owners

We speak your language—no jargon, no surprises. Just clear answers, practical advice, and a partner who genuinely cares about your success.

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Our Team

Meet Our Professionals

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Floyd Miles

Certified Public Accountant (CPA)

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Courtney Henry

Enrolled Agent (EA)

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Jessica Parker

Certified Financial Planner (CFP)

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Devon Lane

QuickBooks & Xero ProAdvisor

Testimonials

What Our Clients are Saying

★★★★★
Premium CPA Firm saved us over $18,000 in taxes last year through strategic planning we didn’t even know was possible. They’ve become an essential part of our team.
Sarah M.Owner, Marketing Agency
★★★★★
Finally, an accountant who explains things in plain English. They’ve made tax season stress-free and helped us understand our financials like never before.
Michael L.Co-Owner, Retail Store
★★★★★
Switching to Premium CPA Firm was the best decision we made. They’re responsive, thorough, and have helped us scale from $500K to $2M in revenue with confidence.
James T.Founder, SaaS Company
★★★★★
After years of doing our own bookkeeping and scrambling at tax time, working with [CPA Firm Name] has been transformative. They caught errors that were costing us thousands.
David K.Owner, Plumbing Company

Ready to Take Control of Your Finances?

Whether you’re filing taxes, scaling your business, or just need someone to make sense of the numbers, we’re here to help.

Schedule Your Free Consultation

For questions, please call

(440) 123-4567

To book an appointment, call

(216) 123-4567
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