Questions, answered.

Sumz is a CPA-led accounting firm that runs bookkeeping, controller, and back-office finance for growing businesses, and builds AI automation that handles the repetitive work — with a licensed CPA accountable for every number.

We use AI to read documents and classify transactions, but deterministic code performs every calculation and a CPA reviews and signs off. The model never does the math, so your books stay auditable.

You get the output of a full accounting department — bookkeeping, controller, CFO advisory, and automation — with a licensed CPA accountable for every number, and no single point of failure if someone leaves or takes PTO. You’re not betting on one hire or a faceless app.

Yes. Sumz is based in Okoboji, Iowa and works with clients across the United States; our team operates remotely.

We focus on growing businesses roughly between $0 and $50M in revenue across manufacturing, construction and engineering, professional services, SaaS, and more.

A flat monthly fee based on your scope and complexity — no hourly billing and no surprises. Most engagements start with a short scoping call and a fixed quote.

Days, not months. We assess and stabilize your books first, then begin running your close — most clients see their first automated workflow within the first couple of weeks.

Security is a core credential here — our Managing Partner holds the CISSP, the leading information-security certification. Every automation uses scoped access, approval gates, and full logging. You decide how far AI goes: it only sees what you grant it, and it only writes after you approve.

QuickBooks Online, Xero, NetSuite, Sage, and most major ERPs and payroll platforms. We also build custom connectors (your ERP, HubSpot, Zapier, and more) so the tools you already use talk to each other.

No — you get more visibility, not less. You keep ownership of your accounts and approvals; we run the work, give you live dashboards, and a CPA is accountable for every number.