At Sumz Consulting, we specialize in providing comprehensive accounting-as-a-service solutions for small and midsize businesses, typically ranging from $0 to $20 million in revenue. Our approach is straightforward: we handle the back-office tasks that often become overwhelming, allowing you to focus on growing your business.
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, workflows, and smart system fixes.
Messy books? We’ll get in, fix it fast, and leave you with a clean foundation.
Leverage advanced AI tools to transform your financial data into actionable insights. Our AI-driven analytics provide real-time dashboards, predictive forecasting, and anomaly detection, enabling proactive decision-making and enhanced financial visibility.
Our team is trained on and actively using the latest AI tools to streamline and automate financial operations — from transaction coding to custom reporting workflows — so you get faster, more accurate results with less manual effort.
We don’t just report your numbers — we use AI to help you plan, prevent errors, and make smarter decisions in real time. Think of it as your own augmented finance department, designed to scale with you.
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.
Contact us today to schedule an introductory call or request a proposal. Let us handle the complexities of accounting, so you can focus on what matters most—growing your business.
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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