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Fiduciary IT vs. Managed Services

Many IT companies use a managed service provider (MSP) platform, but using a fiduciary style of IT consulting can save a lot of money and frustration. There are typically four services that an MSP will provide: monitoring, remote access, antivirus, and patching. However, a lot of these services are done automatically. With the huge increase […]

Avalara Recognizes SUM Innovation As a Top-Performing Partner for 2014

SUM Innovation continues to set itself apart by developing creative accounting solutions for its clients. This week, Avalara, Inc. named SUM Innovation its 2014 Top Accounting & Consulting Partner of the Year. The award recognizes companies that help clients benefit from cloud-based tax compliance software — just one of the many ways that SUM Innovation […]

The Story Behind SUMtech

Like many ideas, the concept for SUMtech arose when I realized there was a blank space that needed to be filled here in New York City. I know the benefits of attending an inspiring, high-quality conference for accountants, but I don’t necessarily have the time or money to fly all over the country to attend […]

How to Sell Products and Services to the Buyer Persona

Selling has changed dramatically over the past 10 years. The buyer is no longer interested in listening to long presentations on the merits of a product or service. With so many options, buyers can easily decide whether to buy from the competitor or do business with your organization. The Buyer Persona Institute defines a buyer […]

The Mother of All Strategy Questions

For the past six months, I have been delivering a workshop for Sage partners on developing business strategy within a small business. There’s nothing like teaching a subject over a sustained period of time to help clarify your thoughts. (By the way, I believe this is the case because of the number of times you […]

Don’t Buy a Bargain-Basement Bookkeeper

At SUM Innovation, we assess, design, implement and manage accounting solutions for startups, international businesses, established and growing business, and nonprofits. Our team can design a customized solution to help identify ways to save you money, improve your bottom line, and get you to the next stage of your business’ growth and development. As an […]