Loading…

9 Things for Business Owners to Review Before December 31st

Excellent People Striving for Excellent Results

We accept nothing less than superior quality and always collaborate as a team to deliver the best work possible.
Our team aims for the highest level of professionalism in our attitude and actions, working towards excellence in all interactions with clients.

SUM Core Values

Excellence

Innovation

Professionalism

First and foremost, we strive for excellence. This means that we expect nothing less than superior quality and always collaborate as a team to deliver the best work possible.

We provide a tailored solution for each client, leveraging our experience and expertise to create value in every engagement. Whether it’s implementing a new process or adding new technology, we don’t simply do things the way they have always been done.

We aim for the highest level of professionalism in our attitude and actions. Respect is paramount in our interactions with our clients and each other.

Credibility

Integrity

Accountability

Authenticity

Purpose

We work hard to maintain veracity, demonstrate competence and sound judgment, and build positive working relationships with our clients so that you can trust us with your most sensitive accounting needs.

We believe in the consistency of our actions, an adherence to our values, to delivering outcomes, and being absolutely truthful and accurate in the work that we do.

We hold ourselves accountable to our commitment to stand by our work and produce the outcomes we say we will achieve in our partnerships.

We cultivate honest relationships with our clients and with each other. As we strive towards continuous improvement, a clear sense of self is the compass that guides our choices as we create value.

We find meaning in the work that we do. It’s not just about the numbers for us; it’s about how we can help our clients achieve their individual business goals and about how we help each other develop as professionals.

Excellence

First and foremost, we strive for excellence. We expect nothing less than superior quality and always collaborate as a team to deliver the best work possible.

Innovation

We provide a solution specifically tailored to each client, leveraging our experience and expertise to create value in every engagement. Yes, even accountants have to think out of the box!

Our History

 
Our Team

Darin Webb

CFO, Founder

Mathew Heggem

CEO

Jennifer Scott

VP of Talent Acquisition and Strategy

Samantha Kowalski

VP of Accounting Technology and Business Strategy

Alex Tahan

Director of Accounting & Consulting Services

Alexis McClellan

Director of Sales

Titu Agarwal

Assistant Director of Accounting and Consulting Services

Lena Konstantinova

Assistant Director of Accounting and Consulting Services

Barry Horowitz

Accounting & Consulting Manager

Daria Ivashchyshyna

Accounting Technology Specialist

Liliya Abdrakhmanova

Accounting and Consulting Associate

Helian Vejuka

Accounting and Consulting Associate

Janki Shah

Accounting and Consulting Associate

Sonia Argawal

Accounting & Consulting Associate

Bianca Cathey

Accounting Associate

Jessica Hewitt

Recruiter

Lisa Dickerson

Recruiter

Jennifer Keating

Recruiting Coordinator

One thought on “9 Things for Business Owners to Review Before December 31st

Leave a Reply