Over the last 3 years, Sumz helped guide our Systems Integration firm from $200K (setting up everything for the first iteration of the basic business) to over $1.5M in annual revenue—not just through precise bookkeeping, but by shaping how we think about compensation, overhead, and long-term growth. JD's strategic insights helped us protect the business legally and financially while rewarding our team fairly. We trust his advice not just for taxes, but for decisions that affect our future.
CEO of a Systems Integration Firm
Sumz was instrumental in launching and scaling our bootstrapped food and beverage business. JD stepped into a complex situation left by prior management, and his financial, operational, and people-focused acumen did more than just help us turn things around – it helped us grow organically and expand through franchising within a year of his involvement. He implemented cost-appropriate but scalable accounting, finance, HR, and operational systems, building the foundation for our expansion while always prioritizing our goals. His bookkeeping was lean but effective, offering real-time insights and financial analysis that proved crucial to our evolution. JD brought structure, clarity, and rigorous problem-solving at every stage, and we wouldn’t have grown like we did without him.
Co-Founder of Bar and Restaurant Franchise
Working with Sumz has been a complete game-changer for our business. They’ve transformed our financial systems and positioned us perfectly for scalable growth. What sets them apart is not just their technical expertise, but their speed, responsiveness, and entrepreneurial mindset. Jack is a trusted partner who brings far more to the table than any resume or website could capture—he’s incredibly sharp, hardworking, and no-nonsense. He moves fast, gets things done, and often feels like the output of multiple people in one. His team is like a swiss army knife expanding the capacity of our team
COO of a Technology Startup
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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