The SUM Equation: Talent + Technology = [Business] Transformation
We started SUM Innovation to help business owners get out of the back office and in to their passion. Our approach combines trusted subject-matter experts with a technology-first mindset. We deliver both the talent and the technology that reduce the administrative burden, unlock growth potential, and truly transform your business.
From redefining bookkeeping, and providing outsourced accounting and CFO Services, to recruiting, training and business consulting, our experts go beyond what you’re used to getting from “traditional accountants”. We bring deep practical experience and comprehensive knowledge of the latest technology for driving efficiency and making your business life easier. This means staying in tune with the ever-changing business landscape, so we can partner with you, today and tomorrow.
Darin WebbCFO, Founder
Jennifer ScottChief People Officer
Samantha KowalskiVP of Accounting Technology and Business Strategy
Alex TahanDirector of Accounting & Consulting Services
Alexis McClellanVP of Sales and Marketing
Titu AgarwalAssistant Director of Accounting and Consulting Services
Lena KonstantinovaAssistant Director of Accounting and Consulting Services
Barry HorowitzAccounting & Consulting Manager
Daria IvashchyshynaAccounting Technology Specialist
Liliya AbdrakhmanovaAccounting and Consulting Associate
Helian VejukaAccounting and Consulting Associate
Janki ShahAccounting and Consulting Associate
Sonia ArgawalAccounting & Consulting Associate
Jennifer KeatingRecruiting Coordinator
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.
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.
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.
TBCNYC reinvigorates company vision under new CEO Mathew Heggem, formerly the Development Director for TBKC
TBCNYC celebrates their 10th Anniversary
TBCNYC begins working extensively with International, multi-entity companies
Heggem moves DISCOVER BOOKKEPING under the TBCNYC umbrella tripling training options available
With growing demand for quality accounting solutions, TBCNYC staff size soars to 20, adding several key roles including Director of Accounting, Director of Client Services, and focus on professional development for team
TBCNYC expands suite of services to include: Controller, CFO, Software Consulting, Training, and Recruiting
SUM expands suite of services to include: Talent Acquisition & Consulting