Sumz Consulting manages accounting and finance for growing companies — bookkeeping, controller work, reconciliations, reporting, and more. We’re CPA-led, and we use AI to do it faster and more accurately than a traditional hire.
Sumz Consulting is led by a licensed CPA with a CISSP certification. We actively manage bookkeeping, controller functions, and back-office accounting for companies that need it done right — without hiring a full-time team.
AI is built into everything we do. That means faster closes, fewer errors, and total visibility into your numbers. But a real CPA is accountable for every deliverable.
We manage accounting for companies from $0–$50M across a range of industries. If you’re growing and need a real accounting function — not just software — we’re built for you.
We manage your books, payroll, and reporting from day one — keeping your financials clean, investor-ready, and off your plate.
We manage your bookkeeping, reconcile multichannel sales, and handle tax compliance — so you can focus on customers, not spreadsheets.
We manage ongoing bookkeeping and financial reporting for local businesses and franchises, with AI-powered workflows that scale as you grow.
We manage accounting for service firms — clean books, on-time reporting, and accurate billing reconciliation handled end to end by our CPA team.
We manage bookkeeping and financial reporting for agribusinesses with seasonality built in — production costs, vendor payables, and cash flow tracked accurately all year.
We manage job costing, production-cycle accounting, and inventory reconciliation — giving you clear margin visibility without adding headcount.
We manage job tracking, payroll entries, and project-level accounting for contractors and trade businesses — ongoing, accurate, and CPA-reviewed.
We manage bookkeeping, cash flow tracking, and staffing costs for hospitality businesses — built around your seasonality, not a one-size-fits-all system.
To be the accounting team that growing companies rely on — managing their books with CPA-level accuracy and AI-powered efficiency, so they never have to think twice about their numbers.
To be the accounting team our clients rely on — managing their books, reporting, and financial operations with CPA-level accuracy and AI-powered efficiency.
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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