Get the expert bookkeeping help your business deserves for better financial management!
At Sumwise, our mission is to provide affordable, tailored bookkeeping solutions to our small business partners. We provide clarity to your numbers, so you can focus on growing your business.
Why choose Sumwise?
Built for Small Business
We deliver clean, reliable books on schedule and designed specifically for the needs of small businesses like yours.
Real People, Real Support
You deserve to work with a dedicated bookkeeper who knows your business instead of a support chatbot.
Fair, Transparent Pricing
We keep our pricing simple and honest. You pay a flat monthly fee. We don’t have hidden charges or confusing bills.
Cloud-Based & Hassle-Free
We work with the modern tools you trust to streamline your accounting and make collaboration easy and convenient for you.
Insight You Can Act On
We help you through the process so you can understand your financials and make smarter business decisions.
Accurate. Timely. Dependable.
We keep your books clean, current, and ready when you need them. Sign up on a monthly basis or to catch-up!
HOW IT WORKS
Free Financial clarity – see how we fit into your business.
Easily upload your financials – private and protected.
Your bookkeeping is completed accurately and on time!
Your dedicated bookkeeper will explain your books and the work completed in detail on a 1:1 video call.
Affordable, flexible packages for your business
ESSENTIALS Bookkeeping
For growing businesses in search of reliable bookkeeping support, help with initial setup. Most popular with solo entrepreneurs and small teams.
PREMIUM Bookkeeping
For businesses needing reliable bookkeeping support with more customized needs and additional reports to analyze their business.
BOOKKEEPING BACKED BY the TOOLS YOU TRUST
EFFICIENT
CONVENIENT
SECURE
FREQUENTLY ASKED QUESTIONS
Have more questions before you get started? Feel free to email us at info@sumwisehq.com
What does Sumwise do?
We help small businesses keep their books organized, accurate, and up to date. That means tracking income, expenses, sales tax, and giving you clear monthly reports.
Who is this service for?
We work with solo entrepreneurs, freelancers, and small businesses across many industries.
Examples of our business partners include : E-Commerce, Real-estate agents, Contractors (Home Repairs, Solar, HVAC, Construction, etc), Consulting, Advertising, Private Practice, SaaS
What do I need to get started?
In order to get started, you will need to provide us with your business statements, including bank and credit card statements, and any platforms you use like Stripe or Shopify. We’ll guide you step-by-step.
Do I need to know anything about bookkeeping?
Nope! That’s what we’re here for. We handle the numbers so you can focus on running and growing your business.
What results can I expect?
Clean, up-to-date books each month, so you always know where your business stands. No more guessing at tax time or stressing over receipts.
With Sumwise, you’ll have more time, better reports, and peace of mind knowing your numbers are right.
Is my financial data safe with you?
Yes. We use secure, encrypted systems to protect your data. Your privacy and trust are top priorities.
How much does it cost?
Our prices are flexible. We have plans starting as low as $79 USD ($99 CAD) for small businesses that are just getting started. As your business grows, you can move to a plan that fits your needs. There are no hidden fees or long-term contracts. Check out our pricing page for more details!
Can I sign up for multiple months to get caught up?
Yes, you can! If you’re behind on your books, we can help you get caught up—whether it’s a few months or over a year.
We’ll work through it step-by-step and make sure everything is clean, organized, and ready for tax time or financial planning. You don’t have to do it alone.
Ready to get started?
Get your books managed by professionals for better peace of mind and to free more time to focus on what you do best!
Schedule your free consultation call with us today! If you have any concerns, feel free to email us at info@sumwisehq.com!
Fill out our contact form to stay in touch!
SUMWISE
YOU’VE GOT 10% OFF
To claim, write in the code “TAX2025” when scheduling your free consultation call and let us know your goals for bookkeeping:
- Gain insight on my business financials
- Clean up my books for taxes
- Maintain close oversight on my business spending
- Other