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Customized Solutions Transforming The Way You Do Business

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Who We Are

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.

Our Team

Alex Tahan

Director of Accounting & Consulting Services

Titu Agarwal

Assistant Director of Accounting and Consulting Services

Lena Konstantinova

Assistant Director of Accounting and Consulting Services

Barry Horowitz

Accounting & Consulting Manager

Janki Shah

Accounting and Consulting Associate

Sonia Argawal

Accounting & Consulting Associate

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.

Our Values
EXCELLENCE

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.

INNOVATION

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.

PROFESSIONALISM

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.

CREDIBILITY

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.

INTEGRITY

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.

ACCOUNTABILITY

We hold ourselves accountable to our commitment to stand by our work and produce the outcomes we say we will achieve in our partnerships.

AUTHENTICITY

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.

PURPOSE

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.