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5 Steps to Take Before Opening Your Small Business

Our Process

Assess   Design    Implement    Manage

As an accounting management and consulting firm, we rely on our internal expertise to assess, design, implement and manage accounting solutions for startups and established growing businesses alike. We have diverse industry experience across our accounting and recruiting services teams, and even have specialists who focus on international business and nonprofits. We tailor our approach with a clear focus on your short and long-term objectives to improve your bottom line and get your business to the next stage of development. The right solution for you might be to hire a controller or CFO, expand or retrain your in-house accounting staff, outsource parts of your accounting functions, or some combination of them all. We analyze your business procedures, technology, and use of human capital; present a roadmap to reach your goals; execute our agreed-upon plan; and work diligently with you every step of the way.

Our Services

Outsourced Accounting

SUM Innovation’s outsourced 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. We can manage your entire accounting and finance function, or assist you with specific projects. Through our bookkeeping, accounting and controller resources, each solution is crafted to meet your needs.

Recruiting and Talent Management

Sometimes outsourced accounting isn’t the right choice. You may want to hire internally, but finding the right person to join your team can feel overwhelming. With recruiting expertise across many industries, we will verify that your new hire’s skills and values fit your business. Would you like some assistance once you have hired your team? Let us know! We’re happy to help with all of your talent management and employee retention needs.

Accounting Technology & Training

When you’re ready to improve your data flow, automate your accounting process, and reduce data entry and human error, you can rely on us. SUM Innovation is a leader in cloud accounting technology. We look at everywhere operations impacts accounting to recommend the appropriate general ledger system that gives you real-time access to your financials. We also suggest leading-edge third party apps to get you as close to zero data entry as possible.

CFO Services

When you’re at the tipping point, our CFO Services team will help translate your business strategy and financials into actionable metrics that support your growth. Our expert advisors will help you understand the drivers behind your financial performance. Whether it’s a deep dive into your financial statements to attract investors, or establishing cash flow projections for specific growth plans, we’re here to help you understand the story your numbers are telling you.

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