Luxury with heart. Clarity with conscience.

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Impact Commitment

At Sum & Sage, we believe luxury service should never be detached and inaccessible from community. Financial clarity has the power to transform organizations, founders, and futures — and we are committed to extending that clarity where it can create the most impact.

Our Impact Commitment is how we embed generosity into the fabric of our firm:

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Pro Bono Partner

Full package, $0 investment

Each year, we gift one nonprofit or small local business a complete Sum & Sage package — twelve months of bookkeeping, accounting, and advisory support, delivered at no cost. Partners are selected through an annual application process based on mission alignment and financial need.

Selection criteria: Organizations demonstrating clear community impact, financial need, and readiness to utilize professional financial services effectively.

Because clarity is a gift, and we believe in sharing it generously.

Community Parnerships

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Sliding Scale Partners

$500–$750/month

Two spots are reserved for early-stage founders who are building something meaningful but aren't ready for full pricing. These engagements receive the same elevated experience as every client, simply at a rate that honors their stage of growth.

Partnership terms: Same retainer commitments and professional standards as full-price engagements. Each partnership is re-evaluated annually to ensure continued fit.

Because access to clarity shouldn't only belong to the established.

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Local Partners

$750–$900/month

Six spots are dedicated to small businesses rooted in their local communities. These are often family-owned shops, creative studios, or service providers whose impact ripples directly into the neighborhoods they serve.

What qualifies: Small businesses with genuine local roots who are actively strengthening their communities through their work, products, or services.

Because financial strength at the local level builds stronger communities everywhere.

Our Promise

Luxury isn't excess — it's attention, care, and intentionality.

Our Impact Commitment ensures that the same concierge-level clarity we provide to established nonprofits and boutique businesses is extended to founders and organizations who might otherwise go without.

Every community partnership receives:

  • The same Clarity Reset onboarding process

  • The same professional reporting standards

  • The same investigative rigor and attention to detail

  • The same white-glove client experience

Reduced pricing never means reduced quality.

Partnership Applications

For Sliding Scale or Local Partners: Applications are reviewed quarterly. We look for organizations with clear vision, commitment to professional growth, and readiness to engage in a true partnership.

Apply for Sliding Scale/Local Partnership

For Pro Bono consideration: Applications open each fall for the following year. Selection is based on mission alignment, community impact, and organizational readiness.

Apply for Pro Bono Partnership

This is our promise: to build an empire with heart, not just edge.

If your work carries impact, we'd love to explore partnership with you.

Book a Clarity Call