Customized Solutions Transforming The Way You Do Business

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Do Your Accounting Practices Need a Total Tear-Down?

SUM Innovation has a strong history of training in the latest accounting technology. Our team has a wide range of experiences and insights in what it takes to create a streamlined and efficient accounting ecosystem running smoothly, no matter who is responsible for doing the work. Whether you need individualized training on all functions related to the accounting process, or a new accounting system setup, SUM can create a customized solution that aligns with your business objectives.


Third-Party App Integration

System Training for Company Users & Key Stakeholders

Process Mapping & Design

Cloud System Selection & Implementation

Past training topics include:

Fundamentals of Bookkeeping & Accounting 101

Small Business Financial Management “Best Practices”

Using Xero Day-to-Day In Your Small Business

Advanced QuickBooks for Retail, Manufacturing & Wholesale Businesses

QuickBooks Vs. Xero: A Guide to Selecting the Right Accounting System

A Quick Guide to Sales Tax Compliance

eCommerce, POS & Inventory Management Systems

Digital Plumbing: A Guide to #ZeroDataEntry & Accounting Technology

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