Your strategic business partner, serving as an unbiased advocate, delivering measurable results.

Your business will go through many life events. We deliver agile, future-focused strategies to help you thrive through every evolution.

At Sumlin & Company, our nimble team focuses on your specific needs, offering personalized attention that allows us to uncover the root cause of every problem. We apply a holistic approach and 20+ years of experience to help solve operational challenges, thoughtfully maximize efficiencies, proactively minimize risk, better utilize your resources, remove waste and achieve your desired vision for fiscal excellence :

1. PEOPLE

Developing a workforce strategy that aims to optimize the organization by supporting skilled, fulfilled people to perform as a well-tuned machine.

2. PROCESS

Maximizing efficiencies by identifying outdated systems, implementing measurable standards, and supporting you to realign resources with critical objectives.

3. TECHNOLOGY

Minimizing risk and empowering people by utilizing data and technology to target high quality work, faster delivery, and enriched insights.

4. RESULTS

Producing tangible, repeatable results that help to position the entire department for success today and long into the evolving future.

An ally you can trust in increasingly complex times.

We are not beholden to tech sponsors or vendor endorsements. We are not driven by flavor-of-the-month marketing campaigns or the pressure of exorbitant overhead.

This unbiased base allows us to craft custom strategies, meticulously designed to fit the unique contours of your company. We help you navigate challenges right now, in real time, with dynamic solutions that are designed to adapt with your ever-changing organization.

A collaborative partner who listens.

Collaboration and co-creation lead to lasting wins. We know you know your business, and we spend time listening and learning before making a single suggestion.

Strategy must drive results, but it must also be sustainable. The best-fit technology solution is rendered useless without consistent implementation and lasting behavioral change. By bringing key stakeholders together, asking candid questions and gathering genuine buy-in, we implement upgrades that stick.

SERVING FORTUNE 500 CLIENTS IN

Telecomm + Multimedia

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Retail

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Hospitality

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Aerospace + Defense

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Oil + Gas

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Commercial Real Estate

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Industrial Products

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Technology

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Financial Services

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Biotech + Pharma

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Automotive

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Professional Services

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Telecomm + Multimedia | Retail | Hospitality | Aerospace + Defense | Oil + Gas | Commercial Real Estate | Industrial Products | Technology | Financial Services | Biotech + Pharma | Automotive | Professional Services |

real world results.

  • Advised on the post-merger integration of financial and tax reporting processes for two global organizations, securing day-one readiness planning for legacy disparate technology and personnel platforms ensuring a successful go-live for NewCo.

    OIL + GAS

  • Achieved substantial cost reductions for global tax function by centralizing functional activities, standardizing processes and utilizing technology to automate transactional routines.

    BIOTECH + PHARMA

  • Increased accuracy and real-time analytics to accelerate close to reporting by increasing visibility into underlying data across all reporting types using harmonized data sources.

    COMMERCIAL REAL ESTATE

  • Identified tens of thousands of labor hours to centralize in Shared Services Center and thereby achieved substantial reductions in SG&A through the utilization of more effective personnel and technology operating models.

    FINANCIAL SERVICES

  • Created a common global data supply and trained supporting personnel in Centers of Excellence for managing and supplying transparency into data for all tax reporting, including the development of analytics for the identification of value creation opportunities.

    INDUSTRIAL PRODUCTS

  • Co-developed and implemented a global reporting solution to govern common calendar, task tracking, document management and workflow routines that provided a single set of operating standards for the organization.

    TECHNOLOGY

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