Bookkeeping

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

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

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

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

This basic package may be the solution for you. 

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. 

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

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. 

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. 

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

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

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. 

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.

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

Mobile & after hours service available.

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!

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.

Single | Wages Only | No Dependents

Married | Itemized | Dependents

Retirement | Education  

Stocks | Bonds | Crypto 

Small Business | Rental Property

Schedule C or E

Have prep fees taken out of your refund.

*Bank product by Pathward

FDIC insured through Pathward Member FDIC. 

Use everywhere Discover is accepted.

Every tax return filed with Sum Bookkeeper is backed by a team of experienced EA and CPA case resolution specialists that provide personalized support to help with notices and audit resolution.  

+ Comprehensive identity theft restoration services.