SL Sumline Advisory
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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.
Four practice areas, organized like a ledger — by account.
One proof point per service — not marketing language.
The same account structure used to manage 30+ legal entities, built for owner-level reporting — not just tax-time compilation.
Bottom-up K-1 roll-ups through tiered passthrough structures, reconciled to actual filed returns — not estimates.
Entity structuring comparisons, tax-free reorganization analysis, and diligence trackers used across live transactions.
ASC 820 Level 3 debt valuation engine paired with an investor portal — capital call and distribution pipelines, PCAP generation, per-investor data isolation.
Pick a track, answer five quick questions, then book a time to talk specifics.
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.
Tell us what you need — we'll follow up directly.
Prefer email? Reach us directly at info@sumlineadvisory.com
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