Lead With Confidence. Gain Financial Clarity
Bookkeeping, Strategy, and CFO Level Insights – without hiring in-house. We help founders make smarter, faster decisions.
Your Strategic Financial Partner
Sumry is built for founders who want more than clean books. We give you the clarity to lead, the insight to grow, and the confidence to scale.
What you’ll gain?
Confidence in your numbers and financial decisions
Strategic foresight with every report
Freedom from financial busywork
One Team, aligned with your growth
What you’ll gain?
Confidence in your numbers and financial decisions
Strategic foresight with every report
Freedom from financial busywork
One Team, aligned with your growth
What you’ll gain?
Confidence in your numbers and financial decisions
Strategic foresight with every report
Freedom from financial busywork
One Team, aligned with your growth
What we provide
Real-time KPI dashboards
Real-time KPI dashboards
CFO Expertise
CFO Expertise
Scenario Planning
Scenario Planning
Strategic Guidance
Strategic Guidance
Board Ready Presentations
Board Ready Presentations
Fast Month End Close
Fast Month End Close
Clean Books
Clean Books
Strategic Reports
Strategic Reports
Cash Flow Forecasts
Cash Flow Forecasts
Monthly Reporting
Monthly Reporting
KPI Dashboards
KPI Dashboards
13 Week Cash Runway
13 Week Cash Runway
Pricing & Margin
Pricing & Margin
Our Core Services
Bookkeeping & Reporting
Clean books are just the start. We deliver fast, accurate financials and tailored reports that empower confident decisions.
Weekly/Monthly Close with reconciliations across banks, credit cards, payroll, and sales systems.
Weekly/Monthly Close with reconciliations across banks, credit cards, payroll, and sales systems.
AP/AR Management with owner‑friendly approvals and collections follow‑up.
AP/AR Management with owner‑friendly approvals and collections follow‑up.
Payroll Sync & Benefits aligned to GL, classes, and cost centers.
Payroll Sync & Benefits aligned to GL, classes, and cost centers.
Bookkeeping & Reporting
Clean books are just the start. We deliver fast, accurate financials and tailored reports that empower confident decisions.
Weekly/Monthly Close with reconciliations across banks, credit cards, payroll, and sales systems.
AP/AR Management with owner‑friendly approvals and collections follow‑up.
Payroll Sync & Benefits aligned to GL, classes, and cost centers.
Fractional CFO Services
Navigate strategic decisions, fundraising, or growth with a partner who understands your business — no fluff, no lag, just results.
Budgeting & Forecasts tied to hiring plans and pipeline reality.
Budgeting & Forecasts tied to hiring plans and pipeline reality.
Cash Runway & Scenarios including 13‑week cash and sensitivity cases.
Cash Runway & Scenarios including 13‑week cash and sensitivity cases.
Margin & Pricing analysis with actionable levers.
Margin & Pricing analysis with actionable levers.
Fractional CFO Services
Navigate strategic decisions, fundraising, or growth with a partner who understands your business — no fluff, no lag, just results.
Budgeting & Forecasts tied to hiring plans and pipeline reality.
Cash Runway & Scenarios including 13‑week cash and sensitivity cases.
Margin & Pricing analysis with actionable levers.
Strategic Finance Ops
Cash flow planning, margin analysis, team forecasting, SaaS metrics—we help you lead confidently with numbers that matter.
Operational KPIs from systems of record (CRM, billing, payroll).
Operational KPIs from systems of record (CRM, billing, payroll).
Unit Economics: CAC, LTV, gross margin by line of business.
Unit Economics: CAC, LTV, gross margin by line of business.
Revenue Ops Linkage: pipeline‑to‑revenue tracking and forecast hygiene.
Revenue Ops Linkage: pipeline‑to‑revenue tracking and forecast hygiene.
Strategic Finance Ops
Cash flow planning, margin analysis, team forecasting, SaaS metrics—we help you lead confidently with numbers that matter.
Operational KPIs from systems of record (CRM, billing, payroll).
Unit Economics: CAC, LTV, gross margin by line of business.
Revenue Ops Linkage: pipeline‑to‑revenue tracking and forecast hygiene.
About Us
Led by a team of current and former private‑equity investors, operators with board experience, over $200MM in funds raised, and cumulated 35+ closed M&A transactions—Sumry brings enterprise‑grade finance to SMEs.
Insights That Drives Growth:
At Sumry, we are a lot more than Bookkeeping. What sets us apart from traditional bookkeepers is the added level of reporting, KPI reporting, We know that Financial visibility that empowers decisions. We will provide Strategic context for every number giving you Confidence to move fast without second-guessing.
Insights That Drives Growth:
At Sumry, we are a lot more than Bookkeeping. What sets us apart from traditional bookkeepers is the added level of reporting, KPI reporting, We know that Financial visibility that empowers decisions. We will provide Strategic context for every number giving you Confidence to move fast without second-guessing.
Insights That Drives Growth:
At Sumry, we are a lot more than Bookkeeping. What sets us apart from traditional bookkeepers is the added level of reporting, KPI reporting, We know that Financial visibility that empowers decisions. We will provide Strategic context for every number giving you Confidence to move fast without second-guessing.
Quality You Count On:
At Sumry, quality isn’t just a buzzword. We pride ourselves in getting it right, each and every time. This is why we exclusively employ onshore (US and Canada) professionals. Unlike competitors who outsource overseas, compromising on quality and integrity, we place a premium on domestic expertise.
Quality You Count On:
At Sumry, quality isn’t just a buzzword. We pride ourselves in getting it right, each and every time. This is why we exclusively employ onshore (US and Canada) professionals. Unlike competitors who outsource overseas, compromising on quality and integrity, we place a premium on domestic expertise.
Quality You Count On:
At Sumry, quality isn’t just a buzzword. We pride ourselves in getting it right, each and every time. This is why we exclusively employ onshore (US and Canada) professionals. Unlike competitors who outsource overseas, compromising on quality and integrity, we place a premium on domestic expertise.
The Most Efficient:
At Sumry, we are are fast. We are efficient. We have done this before, many times. We have invested over the years in building and streamling our processes to build internal systems so that we can deliver consistent, reliable service.
The Most Efficient:
At Sumry, we are are fast. We are efficient. We have done this before, many times. We have invested over the years in building and streamling our processes to build internal systems so that we can deliver consistent, reliable service.
The Most Efficient:
At Sumry, we are are fast. We are efficient. We have done this before, many times. We have invested over the years in building and streamling our processes to build internal systems so that we can deliver consistent, reliable service.
Security & Trust
Your data is protected with least‑privilege access, audit trails, and documented controls. We operate inside your Microsoft 365 or Google Workspace and follow GAAP and PIPEDA/US privacy best practices.
Security & Trust
Your data is protected with least‑privilege access, audit trails, and documented controls. We operate inside your Microsoft 365 or Google Workspace and follow GAAP and PIPEDA/US privacy best practices.
Security & Trust
Your data is protected with least‑privilege access, audit trails, and documented controls. We operate inside your Microsoft 365 or Google Workspace and follow GAAP and PIPEDA/US privacy best practices.
What Sets Us Apart
We Think Like Founders
Practical, fast, and focused on outcomes—not just inputs
We Think Like Founders
Practical, fast, and focused on outcomes—not just inputs
We Think Like Founders
Practical, fast, and focused on outcomes—not just inputs
Speed Without Sacrifice
Fast delivery without cutting corners
Speed Without Sacrifice
Fast delivery without cutting corners
Speed Without Sacrifice
Fast delivery without cutting corners
Insightful Reporting
Financials built for decisions, not just compliance
Insightful Reporting
Financials built for decisions, not just compliance
Insightful Reporting
Financials built for decisions, not just compliance
100% North American
You work with professionals who understand your market.
100% North American
You work with professionals who understand your market.
100% North American
You work with professionals who understand your market.
How it Works
Step 1
Day
-
Diagnose & Clean Up
Free initial consultation to understand your business, your needs and how we can help.
This is followed by a tailored onboarding plan with systems audit; access setup; GL clean‑up and historical catch‑up; baseline KPIs and reporting calendar.
Step 1
Day
-
Diagnose & Clean Up
Free initial consultation to understand your business, your needs and how we can help.
This is followed by a tailored onboarding plan with systems audit; access setup; GL clean‑up and historical catch‑up; baseline KPIs and reporting calendar.
Step 1
Day
-
Diagnose & Clean Up
Free initial consultation to understand your business, your needs and how we can help.
This is followed by a tailored onboarding plan with systems audit; access setup; GL clean‑up and historical catch‑up; baseline KPIs and reporting calendar.
Step 2
Day
-
Build and Launch
We establish a close cadence, build and report on dashboards, create budgeting model, and send owner KPIs
During this period we also finalize approvals and workflows and send out the first monthly reporting package.
Step 2
Day
-
Build and Launch
We establish a close cadence, build and report on dashboards, create budgeting model, and send owner KPIs
During this period we also finalize approvals and workflows and send out the first monthly reporting package.
Step 2
Day
-
Build and Launch
We establish a close cadence, build and report on dashboards, create budgeting model, and send owner KPIs
During this period we also finalize approvals and workflows and send out the first monthly reporting package.
Step 3
Day
+
Operate & Advise
Ongoing bookkeeping and monthly close, weekly KPI pulses, quarterly business reviews, board/lender‑ready materials, and on‑call CFO guidance.
We continuously improve not only our processes, but how we can best serve you.
Step 3
Day
+
Operate & Advise
Ongoing bookkeeping and monthly close, weekly KPI pulses, quarterly business reviews, board/lender‑ready materials, and on‑call CFO guidance.
We continuously improve not only our processes, but how we can best serve you.
Step 3
Day
+
Operate & Advise
Ongoing bookkeeping and monthly close, weekly KPI pulses, quarterly business reviews, board/lender‑ready materials, and on‑call CFO guidance.
We continuously improve not only our processes, but how we can best serve you.
Frequently Asked Questions
Who is Sumry for?
We serve founders and operators running service-based businesses—agencies, professional services, trades, and SaaS/startups.
Do I need a full-time CFO?
Do you handle taxes?
How long does onboarding take?
Is there a contract?
Is everything done in-house?
What makes Sumry different?
What’s included each month?
How are you priced?
What does onboarding look like?
Which tools do you use?
Who is Sumry for?
We serve founders and operators running service-based businesses—agencies, professional services, trades, and SaaS/startups.
Do I need a full-time CFO?
Do you handle taxes?
How long does onboarding take?
Is there a contract?
Is everything done in-house?
What makes Sumry different?
What’s included each month?
How are you priced?
What does onboarding look like?
Which tools do you use?
Who is Sumry for?
We serve founders and operators running service-based businesses—agencies, professional services, trades, and SaaS/startups.
Do I need a full-time CFO?
Do you handle taxes?
How long does onboarding take?
Is there a contract?
Is everything done in-house?
What makes Sumry different?
What’s included each month?
How are you priced?
What does onboarding look like?
Which tools do you use?
Take Control of Your Financial Story
Partner with Sumry and turn your numbers into growth moves.
Book a meeting now
Take Control of Your Financial Story
Partner with Sumry and turn your numbers into growth moves.
Book a meeting now
Take Control of Your Financial Story
Partner with Sumry and turn your numbers into growth moves.