Customized Solutions Transforming The Way You Do Business

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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 accounting management and consulting firm, we focus on delivering outcomes aligned with the diverse needs of our client’s short and long-term objectives. We can customize a solution to include such services as:

CFO Services
  • Back-Office Management and Oversight
  • Establish Financial Performance Metrics
  • Cash Flow Management
  • Develop and Track Your Exit Strategy
  • Meet with Finance Committee to Review Financials
  • Comprehensive Budgeting & Forecasting
  • Coordinate with CPA on Tax Planning
  • Maintain Backup & Security Protocols
  • Reporting to Investors, Boards, Shareholders
Controller Services
  • Accounting Software Installation & Setup
  • Custom Financial Reports & Statements
  • Processing of Sales Tax
  • Issue W-2s and 1099s
  • Audit Preparations
  • Adjusting Journal Entries
  • Track all Funds by Programs and Functional Expenses categories
  • Fiscal Year Catchup & Cleanup
  • Accounts Receivable Management
  • Manage & Reconcile Payroll
Bookkeeping Services
  • Setup Estimates, Sales Orders and Invoicing
  • Bank, Credit Card and Petty Cash Reconciliations
  • Issue Invoices
  • Enter Sales Receipts
  • Setup Vendors
  • Enter Purchase or Sales Orders
  • Multi-Currency Transactions
  • Issue Credit Memos/Refunds
  • Accounts Payable & Receivable

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