Sumday services
Your complete financial operating system.
Start with dependable monthly bookkeeping, add the operational workflows your business needs, and bring in scoped strategic finance when you’re ready.
Core bookkeeping
The foundation of every Sumday plan: accurate, reconciled books and a reliable monthly close.
Monthly planAdd-onFinancial operations
Optional workflows that keep money moving in and out of the business — added to your plan as you need them.
Add to your monthly planAdvisoryScoped advisory
Strategic finance engagements with a defined scope, agreed deliverables and a separate proposal.
Scoped after a consultationMonthly plan
Core bookkeeping
The foundation of every Sumday plan: accurate, reconciled books and a reliable monthly close.
Add to your monthly plan
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 after a consultation
Scoped 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 moreAdvisory engagements are scoped individually and are not available through online checkout. Request a consultation
A BRIGHTER FINANCIAL FUTURE
Not sure where to start?
Most businesses begin with bookkeeping and add services over time. A short conversation will show you what makes sense now.