Business ownership is already demanding enough. Your bookkeeping shouldn’t feel like a second full-time job.
Sum & Sage provides organized, white-glove bookkeeping, cleanup, and financial operations support designed to help business owners stay financially clear — without carrying the stress themselves.
Audit-trained thinking • QuickBooks ProAdvisor • MSFCI
Hands-off bookkeeping and financial operations support for growing businesses.
WHO WE SUPPORT
Growing Businesses
White-glove bookkeeping support for small businesses, nonprofits, creatives, and service providers ready for cleaner systems and less financial overwhelm.
Built Environment Firms
Financial operations support for contractors and project-based businesses that need cleaner reporting, stronger organization, and better visibility into the numbers behind the work.
Cleanup & Catch-Up Support
Judgment-free cleanup services for businesses that have fallen behind on bookkeeping, reconciliations, or financial organization and need help getting back on track.
THE FOUNDATION REVIEW
Because clean ongoing support starts with knowing where your books stand.
Before monthly services begin, we take time to review your current bookkeeping, reporting, and financial systems to understand what’s working, what needs cleanup, and where support is needed most.
This allows us to:
identify bookkeeping inconsistencies
review account organization
assess cleanup requirements
evaluate reporting clarity
understand operational gaps
create a clean foundation for ongoing support
Because reliable monthly bookkeeping starts with understanding the condition of the books first.
This process helps ensure that ongoing support is structured, accurate, and built on reliable financial information — not assumptions.
Monthly Support Options
Choose the level of bookkeeping and financial operations support that fits your business today, with room to grow as your needs become more complex.
All monthly engagements are customized based on business size, transaction volume, operational complexity, and cleanup needs.
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For growing businesses that need organized, reliable financial support without the overwhelm.
Designed for small businesses, nonprofits, creatives, and service providers that want their finances handled with care, consistency, and professionalism.
Services may include:
Monthly bookkeeping
Account reconciliations
Categorization review
Monthly financial reporting
AP/AR support
QuickBooks organization
Ongoing bookkeeping maintenance
Email support and communication
This is structured, judgment-free bookkeeping support built to help business owners feel more informed, organized, and financially clear month after month.
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For contractors, trades businesses, and project-based firms that need bookkeeping support built around the realities of the built environment. This includes businesses managing subcontractors, project timelines, fluctuating costs, and project-based cash flow.
This engagement is designed for businesses managing projects, subcontractors, job costs, and operational complexity that standard bookkeeping often fails to account for properly.
Services may include:
Construction bookkeeping
Job costing support
WIP visibility and reporting
Vendor and subcontractor tracking
AP/AR management
Project-based financial organization
Financial reporting
QuickBooks management and cleanup
Operational support coordination
Our approach combines organized bookkeeping with a deeper awareness of how project-based businesses actually operate — helping create cleaner reporting, better visibility, and more dependable financial systems.
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For businesses requiring higher-touch operational oversight, complex financial organization, or more strategic support across multiple moving parts.
Best suited for growing firms, expanding operations, or businesses navigating financial complexity, reporting issues, or organizational inefficiencies that require a deeper level of review and support.
Services may include:
Multi-entity bookkeeping oversight
Internal financial process review
Cleanup supervision
Financial reporting and operational visibility
Reporting refinement
Operational financial organization
Audit readiness support
Contractor/project financial oversight
Coordination with CPAs, lenders, or external professionals
This engagement is intentionally high-touch, structured, and collaborative — designed to help businesses strengthen the systems behind their operations while maintaining clarity and control as they grow.
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Behind on your books? Need a reset before monthly support begins?
Whether your bookkeeping has fallen behind for a few months or several years, Sum & Sage provides calm, judgment-free cleanup support designed to help businesses get organized, reconciled, and financially current again.
Cleanup services may include:
QuickBooks cleanup
Catch-up bookkeeping
Account reconciliations
Reporting cleanup
Financial organization
Historical bookkeeping review
Cleanup before tax filing or audits
Our goal is not to shame businesses for falling behind. It’s to help restore clarity, create structure, and build a cleaner foundation moving forward.
Each engagement is designed to be structured, protective, and built around the level of support your business actually needs.
WHY SUM & SAGE
White-glove support without the corporate runaround.
Business ownership is already stressful enough. Your bookkeeping shouldn’t add more chaos to the pile.
Sum & Sage combines audit-trained financial thinking with approachable, high-touch support designed to make financial operations feel more organized, responsive, and reliable.
We don’t believe bookkeeping should feel:
confusing
transactional
impossible to keep up with
or like a second full-time job
Our work is rooted in:
precision
organization
consistency
operational clarity
calm communication
thoughtful support
With a background in audit and financial investigation, we approach bookkeeping with a deeper awareness of structure, accuracy, and financial visibility — while still making the experience feel as hands-off and stress-free as possible for the businesses we support.
At Sum & Sage, the goal is simple:
help businesses feel more financially clear, organized, and supported month after month.
HOW IT WORKS
A simple, structured process from cleanup to ongoing support.
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1. Consultation
We learn about your business, current systems, and support needs.
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2. Financial Foundation Review
We review your books and identify cleanup, reporting, or organizational priorities.
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3. Cleanup & Organization
We organize and stabilize your bookkeeping systems where needed.
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4. Ongoing Monthly Support
You receive consistent, hands-off bookkeeping and operational support moving forward.
Frequently Asked Questions
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No. While Sum & Sage Core focuses on the built environment, we also work with small businesses, nonprofits, creatives, and service providers through our Impact bookkeeping support services.
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We primarily work within QuickBooks Online.
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Yes. Cleanup and catch-up bookkeeping support is one of our core services.
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Monthly engagements are designed to support ongoing organization and consistency, so most services require a minimum commitment after the initial foundation review.
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Absolutely. We’re happy to coordinate with your existing CPA, tax preparer, or financial professionals as needed.
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We begin with a Financial Foundation Review to understand the condition of your books, identify any cleanup needs, and create a clear plan for ongoing support.
You built something real. Your finances should reflect that.
Whether you need ongoing bookkeeping support, cleanup services, or more organized financial operations, Sum & Sage is here to help.
Clean books. Clear systems. Less stress.