A wooden table with magazines, brochures, and small decorative items. Some magazines are titled 'Kikaha,' 'Hale,' 'Flux,' 'Living,' and 'Banyan.' The brochures feature images of beach scenes and people on a boat. There is a white modern chair and a black leather couch nearby, with a brick wall and green plants in the background.

Numbers with heart and edge.

About Sum & Sage Co.

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The Story Behind Sum & Sage

Hi, I’m Chandler. I’ve always been drawn to numbers — not just because they balance, but because they tell stories and solve puzzles in ways that create clarity where there was once chaos.

My path wasn’t typical. I began in forensic psychology before switching to accounting, ultimately earning both a B.S. in Accounting and an M.S. in Financial Crime Investigations by the age of 23. That program is one of a kind in the U.S. — designed to train experts in uncovering fraud, tracing money, and building airtight financial narratives.

Most of my peers took their skills to the FBI, FinCEN, or major accounting firms. I chose something different. I saw that nonprofits and boutique businesses — organizations full of vision and impact — were being underserved. They were stuck with either basic bookkeepers or overpriced firms who didn’t understand their world.

So I stepped off the “traditional” path and built Sum & Sage. That choice is why my clients have access to expertise that normally lives behind closed doors.

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What I Bring

  • Black and white photo of a large open book resting on a stack of closed books with a reflective marble balancing on the open book's edge.

    Fresh perspective with serious credentials.

    With a Master’s in Financial Crime Investigations, nonprofit audit experience, and certification in cryptocurrency tracing, I see patterns others miss. My training means I don’t just balance accounts — I uncover the full story behind the numbers and flag issues before they become problems.

  • A hand holding a green vintage rotary phone handset against a dark background.

    Dedicated attention from the start.

    At Sum & Sage, you don’t get passed to junior associates or lost in a queue. You work with me directly — and I’m personally invested in your outcomes. Your success impacts my reputation, so every report, every reconciliation, every detail matters.

  • A damaged computer keyboard with a bent key and broken parts, connected to a power source with a nearby illuminated wire on a dark surface.

    Modern approach to traditional expertise.

    I bring the discipline of a Top 15 accounting firm and investigative rigor, but I don’t get stuck in outdated systems. Instead, I pair forensic precision with current tools, building efficient, proactive processes that actually work for growing organizations.

  • Large white billboard on brick wall with red text that reads 'Community is Kindness.' Dense green trees and a sidewalk with black metal fencing are visible in the background.

    Genuine care for mission-driven work.

    Numbers are my craft, but impact is my why. Whether you’re stewarding donor funds or scaling a boutique studio, your financial foundation should fuel your vision — not hold you back. That’s why I built Sum & Sage: so organizations with purpose can grow with confidence.

The Sum & Sage Method™

Bookkeeping, Elevated.

The Sum & Sage Method™ is our proprietary framework for delivering clarity, confidence, and control. It combines luxury client experience with forensic-informed rigor, so you’re not just getting “books done” — you’re getting a financial partner.

The Four Pillars of The Sum & Sage Method™

Clarity Reset™ → Every engagement begins with a full review, cleanup, and optimization of your books. We standardize your financials so they’re audit-ready from day one.

White-Glove Cycle™ → A monthly bookkeeping system that covers A/P, A/R, reconciliations, and reporting — delivered with concierge-level service.

Advisory Arc™ → Structured guidance built into every package: from email insights, to monthly advisory sessions, to quarterly vision planning.

Risk & Impact Lens™ → Fraud-aware, compliance-focused, and grounded in our Impact Commitment. We catch red flags early and track what matters most to your mission.

With this method, you always receive branded deliverables, proactive insights, and elevated support designed to make your financials a true business asset.

Why This Matters

I started Sum & Sage because I believe financial clarity changes everything.

Messy books don’t just cause stress — they steal time and mental energy from the work that matters most. Nonprofit leaders lose sleep over compliance. Boutique founders waste hours trying to piece together last month’s numbers. That chaos isn’t just inconvenient — it holds back growth.

I’ve always been drawn to helping people solve problems, and I see financial clarity as one of those rare foundations that improves every other area of life and business. When your books are in order, you sleep better, make stronger decisions, and free yourself to focus on vision instead of survival.

This isn’t just about accurate numbers. It’s about luxury: the luxury of never having to think about your finances because they’re already handled with precision and care.

The Vision

Sum & Sage exists to bridge the gap between where thoughtful organizations are and where they want to go. We partner with mission-driven nonprofits and visionary businesses who need more than basic bookkeeping — they need financial clarity that matches the sophistication of their goals.

Our promise is simple: to deliver clarity with the same intentionality and heart you bring to your work.

Whether you’re stewarding donor funds or scaling a boutique business, Sum & Sage ensures you’re not just keeping up — you’re leading with confidence.

Ready to work with someone who gets it?

Schedule a Clarity Call