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San Francisco, CA

You want to spend more time growing your business, and less time managing bookkeeping for your San Francisco business. We can help. We’ll perform all of your financial record keeping, maintenance and filing, so you don’t have to.

Our Bookkeeping Services:

    • Save Time and Money
    • Reduce Accountants’ Fees
    • Reduce Frustration and Stress
    • Make Informed Decisions
    • Overcome Financial Challenges
    • Focus on Growing the Business

“Sum of All Numbers is absolutely a good value.” Dr. Fred Pockrass, Owner, Transcendentist

Financial Records for Business

Organized financial records help you manage your business efficiently, as well as minimize current and future tax liabilities. We handle:

    • Check stubs
    • Deposit slips
    • Statements
    • Revenue sheets
    • 1099 Forms
    • Other records

“Working with Sum of All Numbers saves me time, energy and a boatload of frustration going through the numbers.” Corinne Phipps, Owner, Urban Darling

“I think it is money well spent not having to deal with all the paperwork.” Ron Witherspoon, Owner, First Street Alehouse

Reliable Financial Records Via Client Account Teams

To ensure that the work we do is timely, accurate and reliable, we assign a Client Account Team of experienced bookkeepers, accountants and financial advisors to each client. Each team member knows your situation, so if one person is out of action, the rest of your Client Account Team can quickly solve your problem.

•  Client Account Manager – Your point of contact, advocate and advisor
•  Clerk – Performs routine bookkeeping and data entry
•  Controller – Insures accuracy and completeness of financial statements

Count on expert, friendly and responsive service from your Client Account Team. We are here for you and your business.

Customized Bookkeeping Services

Choose from the menu of bookkeeping and accounting services below. We’ll prepare a proposal for only the services you need. Call 1-888-564-5777 today for a complimentary quote.

    • QuickBooks Services
    • Financial Coaching
    • Virtual CFO
    • 1099 Reporting
    • Financial Growth Assistance
    • Purchase Receipts Scanning
    • Sales Tax Reporting

QuickBooks Services for Small and Medium Business

We provide a variety of QuickBooks® services:

  • QuickBooks Consultation (Setup, Support & Training)
  • QuickBooks Tech Support
  • Remote Access QuickBooks hosting with My Accounting Cloud from Trapp Online

To provide the best possible support, we also use QuickBooks from Intuit to establish virtual CFO services for entrepreneurs and small business clients. Learn more about our QuickBooks® Services.

Financial Coaching for Small and Medium Businesses

•  Bank reconciliations for each bank account
•  Statement of assets, liabilities and owner’s capital
•  Profit and Loss (P&L) statement
•  Sales Receipts entry – Identify best selling products and services and make informed decisions
•  Your Executive Financial Coach works one-on-one with you to analyze your company’s financial health during a monthly, 30-minute phone call

“I understand where I have costs that I can reduce, where I have things that are out of whack and percentages that change; it’s very handy to have accurate financial information.” Ron Witherspoon, Owner, First Street Alehouse

Virtual CFO

•  Bill Payment
•  Weekly download of banking transactions
•  Additional financial analysis – Including budgets, budget analysis or debt reduction
•  Weekly Cash Flow Management
•  Payroll Services
•  Invoicing – Email invoices monthly to your clients (regular mail service available for clients using QuickBooks Bill

1099 Reporting for Small and Medium Businesses

Prepare and file your 1099 reports with envelopes – Includes the filing of the required 1096 Form to the IRS. Client provides W-9 forms and other information needed for filing. Electronic filing is also available.

Financial Growth Assistance

Sum of All Numbers helps you create and implement the right financial growth strategy for your business to grow and prosper. It includes:

•  Analysis and implementation of your internal control processes
•  Examination of cash management systems and processes
•  Establishment and monitoring of budgets

Purchase Receipts Scanning

To create the paperless office you’ve dreamed of,  Sum of All Numbers will scan your business receipts. We ensure all IRS requirements are met, without cluttering your filing cabinets. Scanned documents are available in a PDF, Excel, Word, HTML or digital image format, sorted by date.

Sales Tax Reporting for Small and Medium Businesses

•  Monthly estimate report
•  Quarterly report
•  Online payment to Franchise Tax Board

For Sum of All Numbers to process your sales tax form, you must either be a virtual CFO client, or must provide us with your sales report for the sales tax period.