Financial clarity with forensic-level investigative edge.

Luxury-level outsourced accounting and advisory for modern nonprofits and boutique businesses. Audit-ready. Fraud-aware. Easy to act on.

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B.S. Accounting • M.S. Investigations (Financial Crimes) • Certified Cryptocurrency Investigator

Certified Quickbooks ProAdvisor (Level 1) • CPA Candidate (Est. 2026)

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Your numbers shouldn’t live in spreadsheets you dread. We deliver reports designed for humans, not accountants, so you know what’s happening in your business at a glance.

Clarity you can use

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We blend classic accounting discipline with an investigative lens. That means your books aren’t just balanced, they’re built to hold up under board review, donor scrutiny, or even an audit.

Books you can trust

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We know rigor and warmth aren’t opposites. With backgrounds in audit, investigations, and client service, we bring both precision and human partnership: clear answers, quick communication, no jargon walls.

A partner who gets you

The Sum & Sage Experience

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We don’t just close your books. We elevate the way you experience your numbers:

  • Bookkeeping → Reconciled, accurate, and organized.

  • Accounting → Structured to GAAP, audit-ready.

  • Advisory → Executive insights, board packages, and strategy that makes sense.

And we do it all with white-glove onboarding, boutique reporting, and concierge-style service.

Explore Our Clarity Packages

For visionaries building more than a bottom line.

We partner with nonprofits and boutique small businesses that value clarity and elevated service — including professional services, creative studios, and founder-led brands. (E-commerce and project-driven industries welcome.)

Impact Commitment
Luxury with heart.

  • Sliding Scale Spots — Two reserved for early-stage founders ($500–$750/mo). Annual re-evaluation required.

  • Local Partners — Six spots reserved for small businesses rooted in their communities ($750–$900/mo).

  • Pro Bono Partner — Each year, we gift one nonprofit or small local business a full package for 12 months, selected by application.

If your work carries impact, Sum & Sage is built for you.

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Our Services

Clarity isn’t one-size-fits-all.

Every engagement begins with a Clarity Reset — our onboarding process that aligns your books to Sum & Sage standards. From there, you choose your ongoing partnership:

  • Premium, full-service bookkeeping for leaders who want audit-ready books and clear monthly visibility.

    What's included: Complete A/P and A/R management, bank reconciliations, month-end close in QuickBooks, monthly financial package, and our signature Executive Financial Summary (1-2 page branded report).

    Best for: Established businesses with $200K-$750K annual revenue that want premium accuracy without frequent advisory.

    Commitment: 6-month minimum retainer

  • Everything in Essentials, plus consistent advisory to guide your decisions.

    What's added: Monthly advisory sessions (60 min), strategic insights report with trend analysis, cash flow forecasting, proactive compliance reminders, and priority support within 24 hours.

    Best for: Growing businesses with $500K-$2M revenue who want clean books and ongoing strategic guidance.

    Commitment: 12-month minimum retainer

  • Your finance partner at the table for businesses with big ambitions.

    What's added: Quarterly vision sessions (90-120 min), board-ready reporting packages, benchmarking analysis, advanced compliance tracking, dedicated Slack/Signal channel, and annual strategic planning.

    Best for: Established businesses with $1M+ revenue, investors or boards, and sophisticated stakeholder reporting needs.

    Commitment: 12-month minimum retainer

  • One-time services and specialized support when you need it most.

    • The Clarity Reset ($500-$2,500) — Required onboarding and cleanup to bring your books to Sum & Sage standards

      • Historical Cleanup (from $1,000) — Transform messy backlog into organized, audit-ready records

      • QuickBooks Setup/Rebuild ($1,200-$2,500) — Custom systems designed for your business

      • Extra Advisory Sessions ($500 each) — On-demand strategy beyond your package

      • Risk & Compliance Review (from $2,000) — Forensic-informed assessment of controls and risk

      • Year-End CPA Handoff ($1,000-$2,500) — Tax-ready package with seamless coordination

      All projects scoped in advance. 50% deposit to begin.

View Pricing & Impact Commitment
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Numbers with heart and edge.

I’m Chandler, founder of Sum & Sage Co.

This firm was built on two truths:

  1. Clarity is luxury. When your numbers are clean and clear, you move faster and lead with confidence.

  2. Trust is earned. With a background in nonprofit audit and financial crime investigations, I design reports and systems that hold up under scrutiny.

What makes Sum & Sage different? We’re not a stiff, old-school accounting firm. We’re boutique, investigative, and human. Approachable clarity, concierge service, and financial reporting that feels as elevated as it is reliable.

At the end of the day, this isn’t just about bookkeeping. It’s about building your vision with numbers that finally feel on your side.

Ready for bookkeeping, elevated?

It starts with a 30-minute clarity call where we'll explore your goals, walk through the Sum & Sage experience, and map your path to financial confidence.

Schedule Your Clarity Call

Evening and weekend slots available — clarity on your schedule.