Customized Solutions Transforming The Way You Do Business

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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’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.

We Are Not Your Typical Accounting Management & Consulting Firm

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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.

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