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Sum Theory is a results-driven firm offering comprehensive professional services and management consulting informed by years of expertise helping organizations meet today’s technology challenges. Our Finance Transformation services help clients fine-tune their organizations for optimal performance, achieve business objectives and transform value to become agile, forward-thinking organizations that are ready for whatever the future may bring. With over 200 reconciliation and close implementations under our belts, we bring best practice guidance from Industry experts with a proven methodology to support the Office of Finance. Our clients trust us to help them through their critical business issues and position them to thrive in an evolving marketplace. Our core solutions are customized to our client’s specific industry, needs and scale. Our team has over 25 years’ experience empowering enterprises to dramatically reduce finance operational costs, increase efficiency, improve productivity, and accelerate performance.

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Charles Smith is the Managing Director-Enterprise Applications of Sum Theory.

11 people are employed at Sum Theory.

Sum Theory is based in Plano, Texas.

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