Sum Bookkeeper
HOME
ABOUT
SERVICES
Contact
TESTIMONIALS
TIDBITS
FAQS
Sum Bookkeeper
HOME
ABOUT
SERVICES
Contact
TESTIMONIALS
TIDBITS
FAQS
More
  • HOME
  • ABOUT
  • SERVICES
  • Contact
  • TESTIMONIALS
  • TIDBITS
  • FAQS
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out


Signed in as:

filler@godaddy.com

  • HOME
  • ABOUT
  • SERVICES
  • Contact
  • TESTIMONIALS
  • TIDBITS
  • FAQS

Account


  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

Bookkeeping

New Client Enrollment

Client onboarding with a systematic approach to ensure a smooth transition and accurate financial records. 

Sum Seedlings

Self Employed or Single Member LLCs looking for compliance on a limited budget. 

Growth & Guidance

Multi-Member LLCs, Partnerships & S-Corps that require more comprehensive accounting and reliability.

Mini Ledger

Not ready to commit to monthly bookkeeping, but still want to be in compliance? 

This basic package may be the solution for you. 

Nonprofit

Tailored to meet the comprehensive financial needs of organizations dedicated to making a positive impact in their communities, ensuring that your nonprofit operates efficiently and transparently while maintaining compliance with regulatory requirements. 

Add-ons

  • 1099 Vendor Tracking & Year End Reporting
  • Inventory Tracking
  • Invoicing/Accounts Receivable
  • Bill Payment/Accounts Payable
  • Detailed Donor Contribution Management
  • Project Profitability


Payroll

Payroll Setup

With this comprehensive payroll setup, you will receive a complete payroll solution that perfectly aligns with your unique requirements while ensuring full compliance with all the necessary regulations. 

Core

Perfect choice for businesses seeking a streamlined and cost-effective payroll solution. It's ideal if you have a straightforward payroll process with minimal complexity. 

Premium

This package is best suited for companies with complex payroll needs, benefit programs, and a desire for complete peace of mind. 

Add-ons

  • Multi-State Processing
  • Time Tracking
  • Paycheck Delivery
  • Employee Tip Tracking
  • HR Services


Other Services

Administrative Assistant

Welcome to the world of organization, efficiency, and seamless support! 


From managing your inbox to creating polished documents and more, I’m your go-to for all things administrative. 

QuickBooks Online Training

Are you a DIY enthusiast who loves crunching numbers and are itching to conquer your own books like a pro? 


Let me help you set up your books and get you on the right track.

Advanced Consultation & Review

My Advanced Consultation & Review service offers comprehensive financial analysis and strategic planning for accounting and business professionals seeking expert guidance.

Ledger Cleanup

Has your bookkeeping been neglected, piled up with months of unsorted transactions and reconciliations that seem overwhelming? 


Don't worry; you're not alone! 

I’m here to rescue your financial records from chaos!

Notary Services

Need to make it official? Look no further! At Sum Bookkeeper, I’m not just about numbers; I make your life easier, one seal at a time.


Mobile & after hours service available.


Tax Returns

Level 1

Basic Return


Level 2

Intermediate Return


Level 3

Advanced Return


 

+

Stocks | Bonds | Crypto 


+

Small Business | Rental Property

Schedule C or E


Commitment to Data Security and Client Protection

Sum Bookkeeper takes your financial security seriously.

I am licensed and insured, with comprehensive coverage that includes general, professional, and cyber liability. Utilizing encryption and secure file sharing methods,  you can trust that your data is kept confidential and safe.

I am committed to providing you with professional and secure financial management.

Copyright © 2023 Sum Bookkeeper, LLC - All Rights Reserved.

This resource is protected by copyright laws and international treaties. Unauthorized reproduction or distribution of this resource, or any portion thereof, may result in civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.

  • HOME
  • ABOUT
  • SERVICES
  • Contact
  • TESTIMONIALS
  • TIDBITS
  • FAQS
  • TAX

Powered by

Feeling overwhelmed by numbers? I can help! ✨

Say goodbye to spreadsheets that make your head spin! Custom bookkeeping and payroll packages starting at $145/month 🪄 

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept