Jack-David Bechthold

About Jack-David Bechthold

I help business owners, founders, and small teams clean up their books, fix broken…

Experience

1. Founder

   Sumz Consulting

   Oct 2021 — Present · Okoboji, IA, US

   I founded Sumz Consulting to help business owners simplify their financial operations and get a clearer picture of where their business stands. Most of my clients either have disorganized books that need a complete cleanup or systems that aren’t keeping up with their growth. I step in to fix broken workflows, automate manual tasks, and put accurate reporting at the center of decision-making. Created a structured monthly close process across multiple tools, cutting reporting delays by over 10 days Automated vendor classification through Bill.com, turning manual categorization into a repeatable, journal-based entry Built a time-tracking system using Excel, Google Sheets, and PowerShell that pushes hourly data into payroll, invoicing, and QuickBooks Developed an automated ledger to track Construction in Process and allocate labor and materials across active phases Connected BambooHR and payroll systems to properly split benefit costs between employer and employee across departments Built profitability models showing true margin by client, role, and labor type using real-time inputs from revenue and time tracking Designed a process to monitor and automate sales tax obligations based on state-by-state thresholds Set up integrated tip payout processes across multiple restaurants, linking QuickBooks with POS and delivery platforms Created automated deferred revenue tracking for more than $10 million in client accounts Built reporting packages and cash flow forecasts for quarterly board presentations used to support hiring and planning decisionsMy goal is to give business owners the tools and structure they need to feel confident about their numbers. Whether it’s a one-time cleanup or long-term support, I focus on improving accuracy, saving time, and making financial data easier to use.

Education

• University of Miami Herbert Business School

  Student, Double Major in Finance and Accouting

  2014 — 2018

• The Hotchkiss School

  High school diploma, High school diploma

  2009 — 2014