We offer accounting and advisory services designed to support and grow small businesses — simple, transparent, and trustworthy.
Led by a licensed CPA who also holds a CISSP certification (Certified Information Systems Security Professional), we bring an uncommon level of integrity and care to your financial systems — protecting both your numbers and your data.
Tailored Solutions for Small to Mid-Sized Businesses
We support a wide range of industries and business models. Our team adapts to your unique financial structure and goals. Some of the businesses we serve include:
From formation to funding rounds, we help founders keep their finances clean and investor-ready — no jargon, just smart guidance.
We help you navigate inventory, multichannel sales, and tax compliance so you can focus on customers and conversions.
Brick-and-mortar? Online? Hybrid? We’ve got you covered with accurate books and scalable systems that grow with your needs.
Whether you’re in consulting, law, marketing, or healthcare, we streamline your accounting and ensure full compliance.
From grain to livestock, we support agribusinesses with specialized financial tools to manage seasonality, production costs, and vendor relationships. Our services help ensure your operation stays resilient and ready for the next harvest.
Whether you’re producing farm equipment or precision components, we help manage job costing, production cycles, and inventory accounting. Our systems give you clarity on margins and confidence to scale.
From subcontractors to general contractors, we simplify job tracking, payroll, and project budgeting. Our automated workflows keep your back office lean, so you can stay focused on the build.
For seasonal resorts, restaurants, or short-term rentals, we streamline your bookkeeping, cash flow tracking, and staffing costs. Our systems scale with your bookings—so your finances never get left behind.
We provide accurate, fast, and cost-effective accounting services for small and midsize businesses, enabling them to operate with greater confidence and efficiency.
We serve as a trusted accounting partner for each client, simplifying their back-office operations to help them achieve their core business objectives.
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.
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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