Suma Financial

Startups move fast, and financial missteps can stall growth. I specialize in helping AI, fintech, and cleantech founders navigate the complexities of financial planning, fundraising, and scaling operations.

With years of experience in startup finance, I bring a data-driven approach to help founders make informed financial decisions. Whether you’re preparing for a funding round, managing burn rate, or optimizing pricing strategies, I act as your strategic partner to ensure financial stability and long-term growth.

📩 Let’s connect – [Contact Me]

About

Tailored Financial Expertise for SaaS Growth

At Suma Financial, we empower SaaS companies with streamlined financial strategies, driven by a commitment to innovation and results-oriented solutions.

Streamline SaaS Financials with Expert CFO Services

Meet the dedicated professionals driving success for our SaaS clients.

Sophia Martinez

Senior CFO Consultant

With over a decade of experience, she ensures financial clarity and growth.

James Cooper

Lead Bookkeeping Specialist

Renowned for his precision and innovative problem-solving in bookkeeping.

Lila Thompson

Financial Analytics Expert

She brings cutting-edge analytical insights to optimize financial strategies.

Matthew Davis

Strategic Operations Advisor

A visionary leader with a knack for aligning operations with growth goals.

Expert Financial Solutions for Growing SaaS Companies

Discover what our clients are saying about the transformative impact of our financial services.

Suma Financial helped us achieve clarity and control in our finances, delivering exceptional results.

Sarah Collins

CEO of GrowthTech

Working with Suma Financial has been a game-changer for our business operations.

James Howard

Founder of ScaleWire

The Suma Financial team brought professionalism and precision to every aspect of our financial strategy.

Emily Blake

COO of CloudBase

We couldn’t be happier with the expertise and dedication Suma Financial provided throughout the process.

Michael Reed

CFO of SaaSNext