Beyond Bookkeeping: Watch Webinar

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Tips for Small Firm Architects

As a small architecture firm leader, are you curious about outsourcing bookkeeping? Are you stuck because you don’t know:

  1. How to find help that you trust;

  2. Which financial positions provide which scope of services;

  3. What to expect from a good bookkeeper;

  4. Where to begin?

These questions often keep principals from moving forward with a key operational decision that can have a huge impact on your firm’s financial health -- not to mention work/life balance. A good bookkeeper not only takes tasks off your plate, but he/she can help provide real-time financial information that impacts all aspects of your business decisions. What if your bookkeeper could integrate time tracking with your proposal efforts? Or use your project management software to alert you when a team is over-budget? 

Join us for a conversation between Rena Klein, FAIA, VP of Investment Partnerships at CVG and Tabatha Sumner, a bookkeeper who specializes in the architecture and design industry. Tabatha has helped multiple CVG partner firms realize highly impactful change in the way they organize their financial information for operational benefit.

About Tabatha Sumner

Tabatha Sumner has 14+ years of experience providing bookkeeping and operational support to small businesses and individual clients. After transitioning her career to a position in Architecture & Design five years ago, she recognized this as a niche industry, the needs of which she innately understood. She then formed Lumen Business Services to provide speciality bookkeeping support to A&D firms nationwide. Tabatha has a Bachelor of Science in Business Administration from San Diego State University. She is a certified QuickBooks Online Pro Advisor and an associate member of the Association for Women in Architecture and Design.

About Rena M. Klein, FAIA

Rena M. Klein FAIA is a nationally recognized expert in small firm practice and author of The Architect’s Guide to Small Firm Management (Wiley, 2010). With 20 years of experience as the owner of a small architecture firm, and over 10 years as a consultant and educator, Rena brings a special understanding of design firms managed by entrepreneurial architects. Rena served as executive editor of AIA’s The Architect’s Handbook of Professional Practice, 15th edition (Wiley 2013) and is past-chair of the national Advisory Group for the AIAPractice Management Knowledge Community.

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