The financial infrastructure behind every decision, not just the filing.

Sumline is a CPA practice built by a fund CFO who writes the models himself — bookkeeping and tax for individuals and small businesses, tax structuring and transaction advisory for buy-side and sell-side M&A, and outsourced CFO services for private credit, private equity, and venture-backed funds.

Chart of services

Four practice areas, organized like a ledger — by account.

What's actually running underneath

One proof point per service — not marketing language.

→ 1000

Multi-entity chart of accounts

The same account structure used to manage 30+ legal entities, built for owner-level reporting — not just tax-time compilation.

→ 2000

Quarterly tax modeling

Bottom-up K-1 roll-ups through tiered passthrough structures, reconciled to actual filed returns — not estimates.

→ 3000

Deal structuring & diligence models

Entity structuring comparisons, tax-free reorganization analysis, and diligence trackers used across live transactions.

→ 4000

Fund valuation & LP reporting stack

ASC 820 Level 3 debt valuation engine paired with an investor portal — capital call and distribution pipelines, PCAP generation, per-investor data isolation.

Run a live diagnostic

Pick a track, answer three questions, book a time.

Background

Sumline is built around one practitioner's path through public accounting, fund finance, and hands-on tooling — the same infrastructure applied whether the client is an individual, a small business, or a fund.

Big Four-trained (PwC, KPMG) in M&A and international tax structuring — every deal size, private or strategic, aviation to bakeries.

Small business and individual tax planning, preparation, and bookkeeping — with audit-ready documentation built into every engagement, for individuals, small businesses, and fund managers alike.

Fund formation, finance, and treasury for private funds. We partner with your fund counsel to stand up institutional-grade infrastructure from day one — accounting, compliance, LP reporting, valuation, and credit monitoring — so you can raise and deploy with confidence.

You work with one CPA, start to finish. No account managers, no junior staff, no markup for headcount you'll never talk to. AI handles the admin overhead — and powers custom financial tooling built in-house instead of bought off-the-shelf — so you get direct expertise at a fraction of the usual cost.

Contact us

Tell us what you need — we'll follow up directly.

SL Sumline Advisory / Client Portal