Customized Accounting Solutions Transforming The Way You Do Business


What We Do

Our Process

Assess   Design    Implement    Manage


As an accounting management and consulting firm, we rely on our internal expertise to assess, design, implement and manage accounting solutions for startups and established growing businesses alike. We have diverse industry experience across our accounting and recruiting services teams, and even have specialists who focus on international business and nonprofits. We tailor our approach with a clear focus on your short and long-term objectives to improve your bottom line and get your business to the next stage of development. The right solution for you might be to hire a controller or CFO, expand or retrain your in-house accounting staff, outsource parts of your accounting functions, or some combination of them all. We analyze your business procedures, technology, and use of human capital; present a roadmap to reach your goals; execute our agreed-upon plan; and work diligently with you every step of the way.

Our Services

Outsourced Accounting

SUM Innovation outsource 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. Through our bookkeeping, controller and CFO resources, each solution is crafted to meet your needs.


Sometimes, outsourced accounting isn’t the right choice. Instead, your success is a matter of hiring the right talent to join your internal accounting team. Let us find your next Controller, CFO, or Staff Accountant. We have the accounting recruiting expertise across many different industries to verify that the skills, values and company culture fit work for you.

Accounting Technology & Training

SUM Innovation is a leader in accounting technology and makes use of other programs that work in conjunction with your accounting platforms. It is our innovators’ goal to automate your process, to not only reduce data entry and human error, but to improve data flow.

Consulting Services

Utilizing our core services, our expert advisors can analyze the efficiency of your accounting team, technology, process and data flow. Using this information, we can provide you with alternative solutions that can enhance your work flow and look for ways to reduce your overhead.