At Sum & Sage, our pricing reflects our values: transparency, luxury, and trust. We don't bill hourly. We don't surprise you with extra invoices. Every engagement is scoped as a flat rate so you know exactly what to expect.
Flat-rate clarity. No hidden fees.
At a Glance
Monthly Packages → Starting at $1,000/mo
Clarity Reset → $500–$2,500 (one-time onboarding)
Add-Ons & Projects → Starting at $500
For details, explore our Packages and Add-Ons & Projects pages.
Our Structure
All partnerships begin with a Clarity Reset
The Essentials requires a 6-month retainer commitment; The Executive and Boardroom require 12-month retainer commitments
Add-ons are available to active clients first, with limited standalone project availability
Impact Commitment
Luxury with heart.
We reserve:
Two sliding scale spots ($500–$750/mo) for early-stage founders
Six local partner spots ($750–$900/mo) for community-rooted small businesses
One annual pro bono partnership (a full package for a nonprofit or small business at no cost)
What We Don’t Do
At Sum & Sage, clarity also means boundaries. To stay focused on what we do best, we don’t provide:
Payroll processing
Tax return preparation
HR administration
Personal household finance management
Legal Services
Investment management
Instead, we collaborate with your CPA, attorney, and professional advisors to ensure every deliverable integrates seamlessly.
Our focus stays on bookkeeping, accounting, and advisory — the services that deliver the most clarity and impact for your organization.
Every partnership begins with a Clarity Call.