Fractional execs, keep more of what you earn.
You run finance, ops, or growth for your clients. We'll run yours, so your books stay clean, every deduction is caught, and quarterly taxes are handled.
Free early access. No credit card. Setup in minutes.
Sound familiar?
You build the financial systems your clients rely on. Sumly builds yours, so you stop being the cobbler with no shoes.
Retainers landing across Stripe, ACH, and wire from three to six clients a month.
Coworking, software, and conference travel paid out of pocket and barely tracked.
An S-corp election you keep meaning to revisit, with payroll and reasonable comp on the back burner.
A surprise quarterly bill, even though you tell your clients to never get surprised by one.
What Sumly does for fractional execs.
One simple system that handles your back office, so you stay focused on your clients' P&L instead of your own.
Deductions found this month
$3,820
WeWork, ChatGPT, Notion, LinkedIn Premium, client travel, and SaaS tools, all flagged.
Deductions you might be missing.
If you paid for it to serve a client, there's probably a deduction in it. Sumly catches them all.
Tools of the trade
ChatGPT, Notion, Airtable, QuickBooks, financial modeling tools, BI dashboards, research subscriptions.
Learning & community
Executive coaching, masterminds, peer groups, CFO and COO communities, books, certifications.
Travel to clients
Flights, lodging, rideshare, parking, mileage to onsite engagements, board meetings, and offsites.
Workspace & tech
Coworking memberships, home office, internet and phone (business %), laptop, monitors, headset, video kit.
Insurance & retirement
E&O, general liability, self-employed health, SEP IRA or Solo 401(k), disability insurance.
Marketing & ops
Website, LinkedIn Premium, Sales Navigator, CRM, contractor and EA pay, LLC or S-corp formation.
What a fractional exec can expect.
For a fractional CMO making $150K across multiple clients, here's an illustrative look at the tax you could save by catching every deduction with Sumly.
Estimated tax saved
$11,200
- Software, tools, coworking, home office+$3,200
- Client travel, conferences, masterminds+$2,400
- S-corp savings on self-employment tax+$3,600
- SEP IRA or Solo 401(k) contribution+$2,000
Based on a $150K fractional CMO with an S-corp election. Your numbers will vary.
$2,350+
average annual tax savings for Sumly users
$18,553
in tax savings for one real customer (Ben W.)
Tax tips for fractional execs, kept brief.
A short email when something is worth knowing. Deadlines, deductions, and the occasional reminder to pay yourself.
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FAQs
Should I be an S-corp?▾
Once you're consistently above roughly $80K to $100K in net profit, an S-corp election usually pays off. Sumly helps you understand when it's worth it and connects you to a tax pro who handles the election, payroll, and reasonable comp.
I bill three to six clients a month. Can Sumly handle that?▾
Yes. Sumly tracks income across every client and payment rail (Stripe, ACH, wire, check) and keeps your books clean for your tax pro.
What about Solo 401(k) or SEP IRA contributions?▾
Your tax pro will model both and tell you the optimal contribution. Sumly keeps the income data they need to calculate it correctly.
How long does setup take?▾
Minutes. Connect your bank, card, and financial apps. Sumly does the rest in the background.
Keep more of what you earn.
Spend less time on your back office, more time with your clients. Sumly handles the rest.
Free early access. No credit card. Setup in minutes.