Sumz Consulting Revenue
Financial Services • • 1-10 Employees
Sumz Consulting revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Sumz Consulting
Jack Bechthold
Founder
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Cash Flow Management, Small Business Bookkeeping, Financial Statement Preparation, Business Tax Compliance, Predictive Forecasting, Monthly Financial Close, E-Commerce Accounting, Real-Time Financial Reporting, Back-Office Optimization, Startup Financial Structuring, Ai-Powered Financial Dashboards, Accounting-As-A-Service, Budget-To-Actual Reporting, Cfo Services For Smbs, Clean-Up Accounting Projects, Excel And Workflow Automation, Franchise And Retail Financial Support, Sales And Payroll Tax Registration, Scenario-Based Financial Planning, Secure Accounting Systems |
| Founded | 2021 |
| Employees | 1-10 |
About Sumz Consulting
Sumz Consulting provides Accounting, Finance, and Back-Office solutions for startups, entrepreneurs, and small to midsize businesses. We help clients take control of their books, systems, and financial reporting so they can focus on running and growing their businesses. Our services are built for business owners who need accurate numbers, clean workflows, and a finance partner who keeps operations moving. Clients typically range from $0 to $20 million in annual revenue across industries such as agriculture and agribusiness, machinery and component manufacturing, construction and trade services, tourism and hospitality, e-commerce, local services, consulting, healthcare, and retail. A licensed CPA leads every engagement with a CISSP certification. That means clients get both financial expertise and strong systems security, all under one roof. Services we offer: 🔹 Monthly bookkeeping and reconciliations 🔹 Budget-to-actual tracking and monthly close 🔹 Sales tax and payroll tax registration 🔹 Business tax compliance 🔹 Cash flow visibility and financial reporting 🔹 AI-powered dashboards and forecasting 🔹 Process automation and Excel cleanup 🔹 Short-term cleanups and ongoing CFO support We work best with companies either dealing with disorganized books or looking to upgrade from basic accounting. Our team handles hands-on problem solving alongside real-time reporting, making it easier to understand your numbers and plan with confidence. There are no templates here. Every engagement is tailored to your structure and goals, whether it's daily bookkeeping or building out custom financial tools. Our goal is to remove the back-office issues that slow businesses down. If you're buried in spreadsheets, waiting on reports, or unclear on what your numbers are telling you, it might be time for a better system. Want to learn more? Visit www.sumzconsulting.com Email info@sumzconsulting.com Or book your free consultation directly on our website.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Sumz Consulting has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Sumz Consulting has never raised funding before.
Slovenia
Lebanon
South Africa
Switzerland
BelgiumFrequently asked questions
4.8
40,000 users
