Bookkeeping & financial operations
Good numbers. Brighter days.
Sumday keeps your books accurate and your financial operations running smoothly — so you can spend less time on spreadsheets and more time growing the business you built.
- Monthly books & close
- Financial operations
- Scoped strategic finance
Built for businesses like yours
What Sumday does
Bookkeeping is the start. Clarity is the point.
Bookkeeping records what happened. Financial operations keep the business running — paying people and vendors, getting paid, and controlling spend. Together they give you numbers you can trust and decisions you can make with confidence.
Core bookkeeping: Record
Accurate, reconciled books and a dependable monthly close — the foundation every decision rests on.
Monthly plan
Financial operations: Run
Payroll, payables, receivables and spending workflows that keep money moving in and out on time.
Add to your monthly plan
Scoped advisory: Plan
Scoped controller, CFO and planning support when you’re ready to look further ahead.
Scoped after a consultation
Our services
A complete financial operations partner.
Core bookkeeping
The foundation of every Sumday plan: accurate, reconciled books and a reliable monthly close.
Financial operations
Optional workflows that keep money moving in and out of the business — added to your plan as you need them.
HR & Payroll
Payroll coordination, compensation tracking and clean payroll entries in your books.
Learn moreTax Coordination
Tax-ready records and organized collaboration with your licensed tax professional.
Learn moreAccounts Receivable
Invoicing, payment tracking and friendly, consistent follow-up on what you’re owed.
Learn moreAccounts Payable
Bill intake, approvals and scheduled vendor payments with a clear audit trail.
Learn moreSpend Management
Card, reimbursement and receipt controls that keep spending visible and on budget.
Learn moreFinancial Dashboards
Clear dashboards built on your reconciled books, focused on the numbers you use.
Learn moreScoped advisory
Strategic finance engagements with a defined scope, agreed deliverables and a separate proposal.
Fractional Controller
Close oversight, internal controls and accounting operations leadership, part-time.
Learn moreFractional CFO
Cash-flow strategy, forecasting and financial leadership for your next stage.
Learn moreFinancial Planning & Analysis
Budgets, forecasts and variance analysis that turn your books into a plan.
Learn moreFinancial Transformation
Better processes, systems and reporting behind your financial operations.
Learn moreU.S. Expansion Support
Financial operations setup for businesses establishing or growing in the United States.
Learn moreIndustries
Different businesses. Same brighter future.
Every industry earns, spends and grows differently. Our industry pages explain how Sumday adapts bookkeeping and reporting to yours.
Med spas
Treatment & retail revenue · Memberships & packages · Provider compensation
ExploreAgencies
Retainer & project revenue · Client profitability · Contractor costs
ExploreContractors & home services
Job costing · Crew payroll · Seasonal cash flow
ExploreTrucking & logistics
Settlements & factoring · Fuel & fleet costs · Cost per mile
ExploreE-commerce
Marketplace reconciliation · Inventory & COGS · Channel profitability
ExploreDon’t see your industry?
Sumday works with many kinds of growing businesses. Tell us how yours works.
Talk to usHow it works
Getting started is simple.
Tell us about your business
A short consultation about your goals, systems and the support you need.
Get a clear plan
A defined scope for your monthly plan, or a written proposal for advisory work.
Onboard securely
Agree terms, connect accounts with secure access and set your close calendar.
Move forward with confidence
Reliable monthly books, reporting and a team that knows your business.
What you can expect
Calm, clear and accountable.
Good bookkeeping should feel steady. These are the principles behind how Sumday works with every client.
A predictable monthly rhythm
An agreed close calendar, so you know when your numbers will be ready.
Scope agreed up front
What’s included, what isn’t and what it costs are confirmed before work begins.
Secure by default
Read-only access wherever possible and a secure document workflow — not email attachments.
Qualified partners where it matters
Tax filing, legal and other regulated work stays with appropriately licensed professionals.
A BRIGHTER FINANCIAL FUTURE
Let’s build it together.
Whether you need reliable monthly books or a strategic finance partner, start with a conversation about where your business is going.