Our Process


We assess, design, implement and manage accounting solutions for startups and established growing businesses alike, and have specialists who focus on international business and nonprofits. Our team will design a customized solution to identify ways to save you money, improve your bottom line and get your business to the next stage of development. As an accounting consulting firm, we focus on delivering outcomes aligned with the diverse needs of your short and long-term objectives through a full-service, customized approach.

SUM Process

Our Key Services


Outsourced Accounting Department

We build a custom package of CFO, Controller, and Bookkeeping services to relieve your burden of managing the day-to-day accounting.


Talent Acquisition
& Recruiting

Sometimes, outsourcing isn't the right choice. Instead, your success is a matter of hiring the right people to join your internal accounting team. 


Accounting Technology & Training

SUM Innovation is a leader in accounting technology and can get you ahead of the curve by selecting the right accounting solutions for your business.