Bookkeeping is complicated and overwhelming. We partner with you to take the frustration out of keeping your books clean and help you grow your business with confidence. Through our Profit First coaching, we'll guide you how to make more profit and turn your business into a money-making machine. Discover how to double, triple or even QUADRUPLE your profits through the proven, Profit First system.
We'll take care of the Bookkeeping and keeping your records clean, so you can focus on running your business.
We'll take care of the Bookkeeping and keeping your records clean, so you can focus on running your business.
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Our advisors will help coach you through areas such as finance, operations and profit planning. Get executive financial guidance you need from a CFO to develop plans that will make your company more profitable, without the cost of full-time CFO. Discover how to double, triple or even QUADRUPLE your profits through the proven, Profit First system.
Referrals are the cornerstone of any service business. We rely on our satisfied clients as the primary source of new business, and your referrals are appreciated! Since your referrals are generally business owners you are well acquainted with, you may have some concern that your business matters will be discussed with the new clients that you refer.
We LOVE experience, knowledge, and DRIVE as much as any other employer out there, but we've got to confess that we hire great people for their attitude and core values above all other skills! Our 10 core values are everything to our team and we mean EVERYTHING. If needed, we will happily train the right individuals to positions that cater to his/her strengths.
Profit First is a sound business principal methodology established by entrepreneur Mike Michalowicz. Cash flow is the number one reason why small businesses shut their doors for good. Profit First allows a simple approach for businesses of all sizes to effectively manage cash flow allowing for greater control over expenditures.
Reviews (18)
Moe
Jun 24, 2022
Amar Ghose
May 28, 2022
We've been working with SOAN for a few years now (2? 3? I don't even know) and are very happy. We receive our numbers monthly, get help when we need it, and are alerted to things we wouldn't otherwise be aware of. Highly recommended for any company looking to run a profit-first business. Amar Ghose ZenMaid CEO
Emily Johnson
May 28, 2022
Craig Tripp
May 24, 2022
Evan Mehlman
May 13, 2022
Susan Hyland
May 10, 2022
So grateful for Katie, Melissa, Susan, Michelle and the entire team @ Sum of All Numbers! I have worked with them in the past for my own businesses and was happy to use them again for our current needs. They are incredibly efficient, professional, very skilled and knowledgable and insanely accessible for those last minute requests! I have referred them multiple times and will continue to do so moving forward. Thank you SOAN!
Gordon Fox
May 06, 2022
5 stars. I have multiple business units, $4 million + revenue, they answer all my questions and do deep dives in helping me understand the language of business. been with them for several years, have gone through 2 maybe 3 "handlers", each one very professional and personable, taking time to understand & meet my needs. took me about 12 months to settle into looking at my #'s every month, now I make educated decisions based on the reports I have. thank you
Eva G.
Jul 15, 2019
I've used Sum of All Numbers (SOAN), a virtual high-tech accounting firm for my bookkeeping services for almost 10 years. Their service is excellent, their staff and account managers are highly professional and knowledgeable and they work seamlessly with my CPA. I have been working primarily with Amy all these years, and not only is she a detail-oriented professional, easily accessible and knowledgeable, but someone with an amazing heart as well.
I can't recommend their services highly enough. If you're looking for quality bookkeeping, payroll and account management for your business, SOAN is your solution. Many thanks to Holly, Amy and the rest of the team I've had the privilege of working with.
I can't recommend their services highly enough. If you're looking for quality bookkeeping, payroll and account management for your business, SOAN is your solution. Many thanks to Holly, Amy and the rest of the team I've had the privilege of working with.
A. B.
Feb 14, 2019
Couldn't say more about how awesome it has been to have this team in my corner. As a small business and entrepreneur, I've been my own bottleneck for a long time. When the time came to find a solution for my backend, I didn't just want someone crunching the numbers without getting to know me, my business, and my goals. Enter Holly and her team. Leah H. and Michelle S. are the real deal.
I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!
I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!
Shane H.
Dec 07, 2018
Before moving forward with Sum of All Numbers we interviewed several of their competitors and I'm very happy with the decision we made to move forward with this group. Their pricing is fair and service is amazing. Working with Sum of All Numbers has been a nice breath of fresh air. Everyone on their team has been a pleasure to work with. We went from poor and slow data to having great KPIs in a web based dashboard called "Fathom" very quickly. Keep up the great leadership work in attracting quality people like you have today, you guys are doing something right.
Jody S.
Aug 17, 2018
I just wanted to send you a quick note to recognize both Michelle Scribner and Leah Heringer for their outstanding customer service. I have been a client for a few months now and I have been so impressed with them both. They are very responsive, insightful and professional. I'm excited to see the impact of your companies services on my operation over this next year. As a business owner it is always good to hear when people on your team are representing you and your firm in the best light-they are! Best regards, Jody
Paul R.
Jun 20, 2018
Linda P.
Oct 15, 2016
I have been with Sum of All Numbers for a few years and have been extremely satisfied with their service. They are a virtual bookkeeping company and have advanced technology tools to retrieve your bank and credit card statements securely. Amy is one of their QuickBooks professional and bookkeeper and she has an excellent eye for details as evident by my thorough quickbooks transactions reconciliation. She is easily accessible by phone and email. If you are a new business or in need of a new bookkeeper, you must try Sum of All Numbers. You will not be disappointed!
Yanthy Y.
Jul 10, 2014
We are very happy with the services Sum of All Numbers (SOAN) provides! SOAN is a great bookkeeping company that helps with all our financials and more. They are prompt and professional. We like how they are so easily accessible by phone and responds pretty quickly via email. Susan is our point person and I love working with her. She's on top of everything and if there's something we don't understand she breaks down the information and explains. They are GREAT and I would highly recommend them!
Matthew A.
Apr 12, 2013
I've been using Sum of All Numbers for bookkeeping for my 2 companies for over 4 years now. Not only are their prices reasonable, but the service is excellent, and they really know their stuff. As a business owner I know the importance of keeping books correctly for planning and tax purposes, but really don't know the specifics in's and outs of it.
They not only educated me on what was important to know, but make sure to ask me when they don't know how to categorize an expense. Best of all, its flat rate, so I know how much I'm paying. They do a great job and keep my expensive CPA's bills down to a minimum each tax season. Highly Recommended!
They not only educated me on what was important to know, but make sure to ask me when they don't know how to categorize an expense. Best of all, its flat rate, so I know how much I'm paying. They do a great job and keep my expensive CPA's bills down to a minimum each tax season. Highly Recommended!
Raj G.
Jan 17, 2013
Sum of All Numbers (SOAN) is a great bookkeeping company staffed by numerous skilled Quickbooks professionals. As a small company with 10+ P & L centers they kept up with our books accurately and mostly on time for the past 24 months. Their rates are reasonable, the assigned bookkeepers are easily accessible who provide a courteous and professional service. We wish them all the best and recommend them to any small business.
Lara W.
Jan 10, 2013
Sum of All Numbers is an invaluable part of my small business. I run a really busy landscaping company and they do all of my bookkeeping and payroll. Their services have been amazing and their response time is impeccable. The best part (besides Holly and her slew of skilled professionals) is that the services are "on the cloud". I can access my QuickBooks and payroll from anywhere! No more old fashioned copies or problems with sharing my files. It is truly amazing. Thank you Holly and your team! I couldn't be happier.
Jason T.
Oct 28, 2012
I like Sum of All Numbers so much that I refer them to all my clients. My company works with a variety of businesses both small and large and Sum of All Numbers is a great value to my clients. They're professional and they provide a range of services that my clients need, payroll, bookkeeping, virtual CFO services.it's priceless.