For Engineering & A/E Firms
Job costing, WIP, and project billing pull your finance team in ten directions — and a single controller can’t cover it all. Sumz runs your whole accounting function and automates the repetitive work, so PMs see live project margins and a licensed CPA owns every number.
Where it hurts
As an engineering firm scales across projects and offices, the accounting load compounds — and the usual fixes each fall short.
Every dollar has to trace to a contract, and the WIP schedule is the document bonding agents and lenders scrutinize most.
Phased invoices, retainage, and slow collections tie up cash while PMs chase paperwork instead of projects.
Receipts, subcontractor bills, and approvals scattered across sites make a clean monthly close a slog.
What we do
We operate the full accounting function and build the automation that makes it faster and more accurate than hiring could — with deterministic code doing every calculation and a CPA signing off.
Automated job-cost tracking so PMs and leadership see profitability on every project in real time — not at month-end.
Percentage-of-completion and WIP schedules kept current and lender-ready, reviewed by a licensed CPA.
Vendor and subcontractor invoices captured from inbox or paper; receivables reconciled daily, so cash lands faster.
We re-engineer the close with automation — handing hundreds of hours a month back to the business.
Budget-to-actual, backlog, and cash forecasting that hold up to owners, boards, and bonding.
Led by a CPA who holds the CISSP. You decide how far AI goes; every workflow is scoped, approved, and logged.
Works with your stack
Unanet AE, BQE Core, QuickBooks, Sage Intacct, NetSuite, and Procore — plus custom connectors for HubSpot, Zapier, payroll, and your ERP, so the systems you use talk to each other.
Proof
Monthly close re-engineered with automation — roughly 340 hours a month handed back to the business.
Automated job-cost tracking so PMs see profitability on every project in real time.
Automated AP end to end so an AP team member moved into higher-value work — no backfill, no rehire.
Let’s talk
Book a free consultation and we’ll map exactly where Sumz can take work off your plate — from job costing to the monthly close.
Book a Free Consultation →