Senior-led
Every engagement is led and reviewed by a finance operator with more than 15 years of experience, not handed to a junior team after the sales call.
What makes SumStone different.
We built SumStone to be the firm we always wished our own companies had: senior-level judgment, straight answers, and prices you know before the work begins.
What sets us apartExperience Pricing Fairness Scope Response Planning Technology Security
Eight things we do differently.
Prices you can see
Our monthly plans are published on our Pricing page, and every engagement starts with a written, fixed fee.
Fair in every state
Our prices follow the cost of professional services where you live, so you pay a fair local rate wherever you are.
One partner for everything
Tax, bookkeeping, CFO support, and advisory under one roof, so your numbers connect and nothing falls between providers.
Answers within one business day
Questions get a real reply within one business day, all year, not just during tax season.
Planning, not just filing
Quarterly estimates, midyear check-ins, and year-end planning, so fewer things catch you by surprise.
Automation with judgment
Automation handles routine work so we can price fairly and move quickly. People own every number that reaches you.
Secure by design
Documents move through an encrypted client portal, never email, and the firm carries professional liability insurance.
How we compare
The experience you should expect.
| The usual experience | How we work | |
|---|---|---|
| Pricing | Hourly bills that arrive after the work is done | A fixed fee you approve before we start |
| Who does the work | A rotating cast of junior staff | Senior-led and senior-reviewed, every time |
| How often you hear from us | One conversation a year, in April | Planning and check-ins all year |
| Response time | Days or weeks to hear back | A reply within one business day |
| Services | Separate firms for taxes, books, and CFO work | One partner who sees the whole picture |
Our commitments
What you can hold us to.
- A written scope and fixed fee before any work begins.
- A reply within one business day.
- Straight answers, including when you don't need a service we offer.
- Fees that are never based on the size of your refund.
- Your documents handled through a secure portal, never by email.
- Your information is never sold, rented, or traded.
The best way to see if we're a fit is a 30-minute conversation. No obligation, no pitch, just an honest look at where your numbers stand.