Welcome to Sum Numbers Financial where we love to assist you in filing your tax return. We make tax planning a success by saving you some money and time. Help your business thrive with some amazing accounting services we provide. Have you ever been stressed to the max! We would love to help you develop a plan to be stress free and relax!!!
Remote and Outsourced Accounting Services
Efficient Accounting Services
Cost saving small business accounting services provide businesses with efficient and economical solutions for their financial management needs. These services encompass a range of valuable tools and strategies aimed at reducing costs and maximizing savings. By outsourcing their accounting functions, businesses can eliminate the need for expensive in-house accounting teams and infrastructure. Cost saving small business accounting services offer benefits such as streamlining processes, reducing errors, and ensuring compliance with financial regulations. Moreover, these services leverage technology and automation to minimize manual tasks, saving time and money for businesses. With cost saving accounting services, businesses can achieve financial stability and growth while optimizing their overall operational expenses.
Business Consulting for Business Owners
“Business Accounting Services Varies per client”
Bank Reconciliation and P&L Statement Accounting Services
starting at $1000/month — We offer the bank reconciliation of two accounts with a total of 50 transactions. We provided the profit and loss statement for that particular month. We also provide a light analysis of your financial data and provide advice to correct possible issues.
Financial Consulting/ Coaching Accounting Services Business
Variable hourly rate — These accounting services depend on the needs of the clients. There are a large list of issues that we can resolve with applying financial knowledge to your current situation. We can consult on issues that affect your business and that can have a positive impact on your business. We offer the financial coaching on an individual level and finds ways to motivate and place you in the best financial position.
Motivational and Financial Speaking
Variable hourly rate — We with years of financial knowledge we can really help you through any financial issue you may face. We offer financial motivation as well as basic motivation to help you and your team push through any obstacle. We are available to teach, entertain and inform anyone about the power of smart financial decisions.
Quickbooks Setup Accounting Services
Variable hourly rate — We small business accounting and setup the file for Quickbooks. We input the vendors and important customers. We also setup reports that can used to generate the exact information the business needs. We also help and offer a light training to the staff and anyone using the software as part of the accounting services.
Tax planning Accounting Services
Personal: starting at $500/hour — Taking a look at your current tax situations and making informed decisions to alleviate any foreseen tax debt you may experience
Business: starting at $250/hour —Review of your business transactions and identifying ways to take advantage of all options available with our cutting edge accounting services
Financial Literacy in motion
Budget Planning Accounting Services
Personal: starting at $1000/month— Individual budget planning looking at your personal finances and developing strategies to implement to help you attain financial goals.
Business: starting at $1000/month — We also look at the financial statements to understand the financial trends that affect the growth of your company. Our accounting services find ways to help you save and retain some of your profit.
CFO/ Controller Services Accounting Services Outsource
CFO/Controller Services: Variable hourly rate — CFO services included overseeing the financial actions of the company. Offering in depth analysis to make critical decisions for the progression of your company. Additional Fees included for remote clients. Assure accuracy fo the financial information and that there is an efficient flow of financial data . The accounting services make sure the proper reports are ready to make major decisions.
Lets do accounting
Tax Return Preparation Accounting Services
Personal starting at $250/hour — Processing the 1040 for individuals. Itemized deductions, and Multiple Credit.
Business starting at $350/hour —- Preparation of Schedule C, K-1, Corporations and Partnerships.
Financial Classes
starting at $250/hour —Offering some informational classes to break the whole financial process down from A to Z. We focus on ways to start a business and maintaining your business in our classes. We teach about tax prep and personal budgeting strategies to help the average person live within their financial means. We offer tips on managing your credit score to obtain those things you wish to have.