One of the greatest benefits of using a bookkeeping service is to free up time to run and grow your business. Bookkeeping is responsible for the recording of financial transactions, which includes:

  • Accounts Receivable
  • Accounts Payable
  • General Journal Entries
  • Bank Account Reconciliation


Do you know what your profit or loss is? Do you even know what that means? With revenue and expenses recorded properly, financial reports will show the condition of your business and areas needing management attention. This sort of financial reporting and analysis will help guide decision-making and business-building activities directly aligned with your company’s mission. Our accounting services include:

  • Accurate Periodic Processing (month, quarter, annual)
  • Financial Statement Reporting
  • Customized Reporting and Analyses
  • Payroll (in-house or third-party processing)
  • Periodic Sales and Payroll Tax Filings
  • Annual 1099 Filings

Business Consulting

This is where “It All Adds Up.” Sum Accounting + Business Solutions can help your company achieve its objectives by providing full-circle business services. Honest professionals with over 45 years of combined experience in accounting, office management, communications and marketing, spanning industries including manufacturing, engineering, distribution, hospitality, restaurant, healthcare and non-profit. Our business consulting services include:

  • Strategic Planning, Setup and Implementation
  • Internal Controls Review
  • Policies and Procedures
  • Marketing Strategies
  • Website Creation / Maintenance