Sums+ Solutions provides U.S. accounting firms and finance teams with direct‑hire, vetted bookkeeping and accounting staff located in India. The service delivers secure, compliant remote work with QuickBooks and Excel expertise, flexible engagement terms, and a web‑based dashboard for real‑time management.
Funding
Funding not disclosed
Founders
Product
Problem
U.S. accounting firms and finance teams often face difficulty hiring and retaining qualified bookkeepers, leading to elevated labor costs and limited scalability, while traditional offshore models provide limited transparency and data‑security controls.
Solution
Sums + Solutions connects U.S. firms with vetted senior and junior bookkeepers, AP/AR clerks, and QuickBooks specialists located in India. The service uses a direct‑hire model—no hidden subcontractors—so the individual selected by the client performs the work. Candidates undergo a three‑stage screening process that includes background checks, English‑proficiency testing, and software‑skill assessments to ensure alignment with U.S. bookkeeping standards. A six‑step onboarding workflow sets up secure IT access, configures QuickBooks/Excel environments, and establishes overlap of 3–4 hours (client‑facing staff 6–7 hours) with U.S. business hours. All data handling follows encrypted, role‑based access policies and continuous network monitoring to meet U.S. compliance requirements. Clients can scale the offshore team up or down on a temporary, seasonal, or long‑term basis, retaining full managerial control through a web‑based dashboard.
Target Audience
The primary customers are U.S. accounting firms, CPA practices, and small‑to‑mid‑size enterprises that require reliable bookkeeping capacity while controlling costs and maintaining data security.
Features
- Direct‑report staffing model eliminates hidden layers and ensures the chosen professional executes all tasks.
- Intensive three‑stage candidate vetting: resume review, background/reference verification, and technical/communication testing.
- Certified proficiency in QuickBooks, Excel, and general accounting software validated during the selection process.
- Secure workstation provisioning with unique credentials, disabled USB ports, encrypted data transmission, and regular anti‑virus updates.
- Overlap of 3–4 hours with U.S. business hours (client‑facing staff 6–7 hours) to support real‑time collaboration.
- Flexible engagement options (full‑time, part‑time, seasonal) with contract terms that can be adjusted as workload fluctuates.
- Ongoing performance monitoring and periodic review calls to maintain quality and compliance with U.S. accounting standards.
- End‑to‑end digital workflow eliminates paper, enabling remote onboarding, task assignment, and reporting through a secure web portal.