Sum Theory

Sum Theory is a leading professional services and management consulting firm based in Plano, Texas, specializing in Finance Transformation for organizations across the United States.

We partner with businesses to optimize their financial operations, achieve strategic goals, and navigate today’s complex technology landscape. Our expertise spans a wide range of services, including financial close and consolidation, enterprise performance management, and ERP implementation.

With over two decades of experience, Sum Theory delivers customized solutions tailored to each client’s unique industry, scale, and needs. We empower enterprises to dramatically reduce finance operational costs, increase efficiency, and accelerate performance, ultimately driving sustainable growth and competitive advantage. We are a trusted advisor for organizations seeking to transform their finance functions and become more agile and forward-thinking.