Customized Accounting Solutions Transforming The Way You Do Business

Our Services

SUM Innovation uses its unique suite of services to assess, design, implement and manage every solution that we create.  Whether you are looking for outsourced packages, technology & training innovation or the right talent to lead your organization into the future, SUM has the solution that delivers.

Outsourced Accounting

SUM Innovation outsource accounting consultants will help relieve the burden of dealing with and managing the day to day accounting operations of your business, while helping you plan for tomorrow. Through our bookkeeping, controller and CFO resources, each solution is crafted to meet your needs.


Sometimes, outsourced accounting isn’t the right choice. Instead, your success is a matter of hiring the right talent to join your internal accounting team. Let us find your next Controller, CFO, or Staff Accountant. We have the accounting recruiting expertise across many different industries to verify that the skills, values and company culture fit work for you.

Accounting Technology & Training

SUM Innovation is a leader in accounting technology and makes use of other programs that work in conjunction with your accounting platforms. It is our innovators’ goal to automate your process, to not only reduce data entry and human error, but to improve data flow.

Consulting Services

Utilizing our core services, our expert advisors can analyze the efficiency of your accounting team, technology, process and data flow. Using this information, we can provide you with alternative solutions that can enhance your work flow and look for ways to reduce your overhead.



We Are Not Your Typical Accounting Management & Consulting Firm



Gain Insights from Hiring Great Talent to Selecting the Best Cloud Accounting Solutions
What Our Clients Say

“SUM Innovation made us more efficient in a matter of days by coming in, quickly understanding our current systems and where we wanted to go, and saying ‘we have a better, more streamlined approach.’ Their perfect blend of expert people and powerful technology has been a real life-saver for our non-profit and makes my job so much easier.”

─ American Camp Association, New York & New Jersey

“While many firms understand accounting, SUM is a world-class wrangler of accounting tech. For us, they are sifting data involving multiple e-commerce platforms, business models, and business rules unique to every line item into actionable information – saving time and money, but more importantly, delivering a high-degree of confidence in the accuracy of our numbers. SUM Innovation is succeeding brilliantly at what many others have tried and failed at, or not even attempted. “

─ CPA Trendlines

“SUM Innovation and everyone at the company are such lifesavers.  They make sure my books are immaculate and everyone is so professional, knowledgeable, friendly and courteous.  Now that I’m a client, I can’t imagine life or business without them.”

─ LegalShield

“SUM Innovation has been a great solution for my small business, as I feel like the partnership has offered the TLC that I need for reassurance with all. It is without reservation that I would recommend SUM as a welcomed transitional step to continuing to build a business that might not be quite ready to have an in house accountant.” 

─ Verrier Handcrafted

“The training I received was valuable; and depending on how our ongoing needs look, you can be sure that we’ll come back to you if we’re looking for more help.”

─ Lovebug Probiotics

“SUM Innovation was instrumental in developing an innovative recruiting strategy and then, implementing, monitoring and managing the process, while leading a team of recruiters to help us through a period of very rapid National growth. Leaning on Jennifer’s knowledge of recruiting, staffing industry experience, and interviewing / selection expertise, we were able to hire a very large number of great people in a very short period of time.”

─ Speed Wire

“I find that we are competing more for talent than customers. Keeping that in mind, I am so grateful to have Jennifer Scott and her team at SUM Innovation as a resource to give us that critical edge when recruiting.”

─ RSL Media

“With our headquarters in Hong Kong, our publishing company opened a New York city office with the help of SUM Innovation for all financial and accounting issues.”

─ China Elite Focus
Let us focus on what we do best, so you can focus on growing your business.