Bookkeeping, elevated. Accounting with integrity. Advisory you can act on.
Packages
At Sum & Sage, we believe clarity is a form of luxury. Every partnership begins with a Clarity Reset — our onboarding process that brings your books to our standards of accuracy, luxury reporting, and investigative rigor. From there, you’ll choose the ongoing package that fits your vision.
Each package is:
Delivered with white-glove onboarding
Audit- and board-ready
Backed by investigative accounting discipline
Tailored to how you prefer to receive information
The Essentials — $1,000/mo
Premium, full-service bookkeeping for leaders who want audit-ready books and clear monthly visibility.
You know your numbers matter, but you don't have time to wrestle with reconciliations or month-end close procedures. The Essentials gives you the foundation every growing organization needs: books that are accurate, organized, and ready for whatever comes next.
What's Included:
Monthly Bookkeeping & Reconciliation
Bank, credit card, and loan reconciliations
Complete transaction categorization and coding
Month-end close in QuickBooks Online
A/P & A/R Processing
Record vendor bills and customer payments
Generate A/P and A/R aging reports
Track payment status and outstanding balances
Monthly Financial Package (Balance Sheet, P&L, Cash Flow, A/P & A/R aging)
Executive Financial Summary (1 page, branded)
Fraud red flag notation during reconciliation process
Secure client portal + email support
Best for: Nonprofits with $250K-$750K annual budgets and boutique businesses with $200K-$500K revenue who want clean books and ongoing financial guidance to support growth decisions.
You'll experience: Books you can trust, financials you can understand, and the peace of mind that comes from knowing your numbers are always accurate and audit-ready.
Commitment: 6-month minimum retainer
The Executive — $2,000/mo
Everything in Essentials, plus consistent advisory to guide decisions.
You're scaling. Your stakeholders expect more than basic financials — they want insight. The Executive transforms your monthly close from a compliance exercise into strategic intelligence that actually impacts how you lead your organization.
Everything in The Essentials, plus:
Enhanced Financial Analysis
Monthly trend analysis with 12-month rolling comparisons
Key ratio analysis and variance explanations
Cash flow forecasting (3 months forward)
Budget vs. actual analysis (if budget provided)
Monthly Advisory Partnership
Monthly Advisory Session (60 minutes via video call) OR Strategic Insights Report (2 pages with recommendations)
Client chooses format at start of engagement
Priority response times (within 24 business hours)
Enhanced financial dashboard with key metrics
Best for: Nonprofits with $750K-$2M annual budgets and service-based businesses scaling from $400K-$1M+ revenue. Leaders who want strategic financial partnership and ongoing financial guidance.
You'll experience: Financial reports that tell a story, strategic recommendations that drive growth, and advisory support that helps you think through challenges with confidence.
Commitment: 12-month minimum retainer
The Boardroom — $3,500/mo
Your finance partner at the table.
Your business is scaling fast and the stakes are getting higher. At this level, your financials need to do more than show what happened — they need to support strategic decisions, inspire confidence with stakeholders, and position you for the next level of growth.
Everything in The Executive, plus:
Quarterly Strategic Partnership
Quarterly Vision Sessions (90 minutes of strategic deep-dive)
Annual strategic review and planning session
Board-ready financial statements with executive summaries
Extended forecasting (6-12 months with scenario planning)
Advanced Financial Strategy
Industry benchmarking analysis (annual)
Advanced compliance tracking for grants/contracts
Stakeholder communication support and guidance
Capital planning discussions and analysis
Premium Partnership Experience
Same-day response to urgent financial questions
Dedicated communication channel for direct access
CPA coordination and audit preparation support
Professional referrals and introductions when appropriate
Best for: Established businesses with $1M+ revenue, active boards or investors, or organizations preparing for audits, funding rounds, or major growth milestones. Perfect for leaders who want the clarity and confidence to walk into any boardroom, investor pitch, or strategic meeting already prepared.
You'll experience: The ability to answer tough stakeholder questions with clarity. Confidence in your numbers without needing bulky board reports. A financial partner who helps you stay ahead, not just report back.
Commitment: 12-month minimum retainer
The Clarity Reset
Where every partnership begins.
Before we dive into monthly bookkeeping, we align your financials with our standards of precision, presentation, and peace of mind. The Clarity Reset isn't just cleanup — it's the moment we transform your books from "good enough" to audit-ready.
What's Included:
Financial Alignment
Complete review of existing books and systems
Identification of errors, gaps, or compliance risks
Historical adjustments and reconciliations as needed
Systems Optimization
Custom chart of accounts designed for your organization
QuickBooks optimization or transition to our preferred structure
Dashboard setup for real-time financial visibility
White-Glove Welcome
Concierge onboarding into your client portal
Curated welcome package (Sum & Sage notebook, Cross pen, Obsidian Ember candle, handwritten note)
Personal strategy session mapping your first 90 days
Investment
Light Reset: $500 — For well-maintained books needing minor alignment
Standard Reset: $1,250 — For books requiring moderate cleanup and restructuring
Deep Reset: $2,500 — For complete overhauls, multiple years of cleanup, or complex reorganization
The Reset is a one-time investment that protects your ongoing partnership. By the time we begin your monthly package, everything is already at Sum & Sage level — no surprises, no shortcuts, just clarity from day one.