Sumz Consulting handles your bookkeeping, controller functions, and back-office accounting — ongoing, CPA-led, and powered by AI automation. You get the output of a full accounting team at a fraction of the cost.
Struggling with manual books, a vacant accounting role, or a controller you can’t afford? We step in as your ongoing accounting team — and use AI to do it better than a hire would.
We manage your books, reconciliations, payroll entries, AR/AP, and reporting — end to end. AI is how we work faster and more accurately. A CPA is accountable for everything we deliver.
Sumz Consulting is a CPA-led accounting firm. We manage bookkeeping, controller work, and back-office finance for companies that need it done right — without the cost of a full-time hire.
Our licensed CPA holds a CISSP certification and has built AI-powered workflows into everything we do. That means faster closes, fewer errors, and total visibility into your numbers — without adding headcount.
Growing companies that need real accounting management — not just software.
CPA-Led, Not Algorithm-Run
A licensed CPA designs and oversees every engagement. AI helps us work faster — but a real accountant is responsible for your books.
Every project is managed by a licensed CPA.
We optimize systems quickly — and keep them running cleanly, month after month.
Whether you need ongoing bookkeeping, monthly financial analysis, process automations, tax help, or help with a one-time cleanup project, we fit into your business — not the other way around.
Whether you need ongoing bookkeeping or just help with a one-time mess, we fit into your business — not the other way around.
We don’t just understand finance — we understand the systems behind it. Our founder holds a CISSP certification, ensuring your data is handled with the highest standards of security and professionalism.
We offer a tailored, hands-on approach to pricing. Every business is different — in size, complexity, and what they need from us — so we build a custom scope based on your goals and operations.
While we don’t publish fixed prices, most clients find they save money compared to their old setup thanks to: time saved on bookkeeping and admin, easier, faster tax filings, streamlined systems and automation.
Our goal is to give you better insight, less stress, and real financial ROI.
It depends on the level of service you need. Some clients require just a few hours a month for routine bookkeeping and reporting. Others rely on us more heavily for CFO strategy, automation, or complex back office support.
We dedicate the time your business needs — nothing more, nothing less — and scale our support as you grow.
Yes — our expert team and modern tools take care of most of your back-office needs, including bookkeeping, payroll, tax prep, and CFO services. However, we may need occasional input from you (such as uploading documents or clarifying certain transactions) to ensure accuracy and maximize deductions.
We specialize in helping small businesses, mid-sized companies, startups, and entrepreneurs. Whether you’re buried in receipts or scaling fast, we tailor our solutions to fit your stage and goals.
We’re not a faceless software platform or a high-cost legacy firm. We’re a hands-on team of trained accountants who combine speed, accuracy, and deep expertise. We’re problem-solvers, not checkbox-checkers — and we handle the annoying stuff you don’t want to deal with.
Yes — while we’re based in Iowa, our team is fully remote and works with clients all over the U.S.
Absolutely. We tailor our services to your needs and can grow with you over time — from basic bookkeeping to full CFO support and automation.
CPA-Managed. AI-Powered. See what modern accounting management looks like for your business.
Sumz Consulting offers expert accounting and back-office support for small businesses. Fast, accurate, and always helpful — we handle the numbers, so you can focus on growth.
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