CPA-Led • AI-Powered • Accountable
We run your bookkeeping, controller, and back-office accounting end to end — and build the AI automation that makes it faster and more accurate than hiring ever could. A licensed CPA owns every number.
Built for your industry
Tap your industry to see the back-office pain we hear most, and what we do about it.
Cost allocation, inventory, and multi-bank cash make month-end a slog.
We automate AP capture, inventory and cost journal entries, and bank reconciliations — and close in days, not weeks.
Job costing, WIP, and project billing pull finance in ten directions.
We automate invoicing and job-cost tracking, and give PMs live project margins.
Time, billing, and utilization live in spreadsheets nobody trusts.
We automate time-to-invoice and build live dashboards on profitability and realization.
Revenue recognition, burn, and investor reporting eat the founder’s week.
We run accrual books, ASC 606 deferrals, and board-ready reporting that’s always current.
Daily sales, tips, and multi-location reconciliation never stop.
We automate daily sales and deposit reconciliation, and payroll across every location.
Hundreds of transactions, fees, and payouts to reconcile every day.
We automate transaction and payout reconciliation, and cut reporting from hours to minutes.
Seasonal cash flow, input costs, and equipment depreciation are hard to track.
We automate cost tracking by crop or operation, manage equipment depreciation, and build cash-flow forecasts around your season.
Recurring revenue, contractor payments, and project costs sprawl across tools.
We automate billing and vendor payments, track project profitability, and keep recurring-revenue and burn reporting always current.
How it works
We don’t just take the books off your plate — we re-engineer how they run. Most clients see their first automated workflow inside the first two weeks.
We review your books and systems, clean up what’s behind, and lock down a reliable monthly close you can trust.
Our team operates your close, reconciliations, AP/AR, and reporting — with clear, on-time financials and a CPA accountable to you.
We build AI-powered automation for the repetitive work, so cost goes down and capacity goes up as you grow.
Real-time visibility
Because our automation runs continuously, your financials update as the business does. This is the kind of dashboard our clients wake up to.
As more workflows are automated, the hours your team spends on manual accounting keep dropping — and that capacity goes back into the business.
What we do
We automate the repetitive work and put a CPA on top of it — books, reconciliations, payroll, AP/AR, reporting, and tax. AI is the engine; a licensed CPA is accountable for everything we deliver.
This is where clients want us most. We build AI directly into the accounting — capturing invoices, reconciling, classifying, and drafting entries. The AI suggests each entry and compares it against your historical patterns; we review and approve, and it posts straight to your ERP.
Built once, it runs quietly in the background every day — and you choose how much of it the AI touches.
Accurate books, a fast monthly close, and filings that build right on them.
The strategic view, without a full-time hire — built on reporting that’s already automated.
AI done right for finance and accounting
Most “AI bookkeeping” lets a language model touch your numbers. We don’t.
The architecture
Our automation uses AI to read documents and classify transactions — but every calculation is run by deterministic code a computer can verify. The model never adds two numbers in a journal entry. Then a licensed CPA reviews and owns the result.
Every dollar in your books is arithmetic you can audit — not a guess.
And you decide how far the AI goes. Our Managing Partner holds the CISSP — the top information-security credential — so every workflow is built with controls you understand and approve.
Proof
A monthly close, re-engineered with automation — ~340 hours a month handed back to the business.
Invoicing time cut with custom API hooks and macros — billing in minutes, so cash lands faster.
Automated accounts payable end to end so a growing company could move its AP person onto higher-value work.
“What sets them apart is not just their technical expertise, but their speed, responsiveness, and entrepreneurial mindset. His team is like a Swiss Army knife, expanding the capacity of our team.”
“The amount of time and energy Sumz has saved me is incalculable. The beauty of it too is I have been able to put that time both back into my business, employees, but also my family.”
“Sumz helped grow our firm from $200K to over $1.5M in annual revenue. Their bookkeeping and strategic advice shaped how we manage compensation, overhead, and long-term growth.”
“We were deciding whether to hire another employee for the accounting function. Instead we asked Sumz to automate some things, and monitor and validate those automations. They did — it cost less than a full-time hire, and they automated more off our accountant’s plate too. We have more time, didn’t have to hire, and found a strategic partner in Sumz.”
“Sumz turned our messy books into clean, accurate records. They saved us weeks at closing time and gave us clear, practical guidance along the way.”
“Their automation cut hours off our monthly reporting time. If you want sharp financial systems, this is your team.”
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Let’s talk
Book a free consultation and we’ll map exactly where Sumz can take work off your plate — and what it looks like to run your accounting better, with AI doing the heavy lifting.
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