Right Client. Right Service. Right Value.


At SUM Innovation, we’re proud to have a wide range of experience that has allowed us to serve over hundreds of clients over mulitple industries. We strive to continually grow and educate ourselves as we get to know each of our clients' unique needs.


Growing Businesses

Scaling operations in a manageable way and continuing with business as usual is a pain point we can alleviate.



Cash flow and budgeting pose unique challenges for startup organizations. Sometimes it take a DIY approach.




Nonprofits struggle with the balance between saving money and making sure the books are ready for the audit.


Financial Services Firms

Broker-dealers not only have FinOp reqs, but demand a strong closing process to help you pass smoothly the audit".


International Businesses

Entrepreneurs looking to expand into the U.S. face unique hurdles as they tackle a new tax and legal system.


Established Businesses

Businesses that have a strong foundation are poised for smart expansion, and need guidance.