Expert-led services for startups, entrepreneurs, small and mid-sized businesses — From bookkeeping to automated backend solutions and CFO work, we take care of the back office.
Struggling with messy books, endless admin, and financial uncertainty? We help you move from confusion to clarity — with clean books, automated systems, and expert support that saves you time and helps your business grow.
From monthly books to sales tax registration, we fix financial and operational chaos and help you scale—fast, accurate, and always helpful.
At Sumz Consulting, we provide forward-thinking financial consulting grounded in professionalism, integrity, and real-world insight.
Led by a licensed CPA with a CISSP certification (Certified Information Systems Security Professional), we combine financial expertise with a deep understanding of secure systems to deliver high-quality, technology-forward solutions to our clients.
We believe in a hands-on, personalized approach — building strong relationships with our clients, understanding their goals, and using modern tools to help them reach new levels of clarity, efficiency, and growth.
From agribusiness and manufacturing to local service and business – we thrive where others drop the ball
Not Just Accountants — Business Fixers
We think of ourselves as a “garbage disposal for business problems.” That means if it’s back-office, annoying, or broken — we handle it.
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.
Get one month of bookkeeping and financial statements — free when you sign up today.
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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