Sumz Consulting manages accounting and finance for companies from $0–$50M — bookkeeping, controller work, payroll entries, AR/AP, reconciliations, and reporting. CPA-led from day one. AI-powered throughout. You get the output of a full accounting function without the overhead of building one.
Monthly reconciliations and reports — timely, accurate, audit-ready.
Clarity you can trust, with real-time insights and budget-to-actual tracking.
Sales tax, payroll tax, state filings — we’ll handle the forms and the follow-up.
Business tax compliance without the hassle (or the surprises).
From forecasting to decision support, get expert guidance without hiring in-house.
Know what you're spending, where, and why — and how to control it.
We love cleaning up Excel chaos — with VBA, python, workflows, and smart system fixes.
Messy books? We’ll get in, fix it fast, and leave you with a clean foundation.
We manage your day-to-day bookkeeping using AI-powered workflows — transaction coding, reconciliations, and reporting handled faster and more accurately than manual processes. A CPA reviews and signs off on everything.
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. Let’s talk about what managing your accounting looks like — schedule a free call and we’ll walk you through exactly what we’d handle for you.
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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