    Fractional CFO, COO & Bookkeeping for Family-centered Small Businesses
  
    Clarity and profit for growing businesses, backed by expert support that understands family and finance.

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Bookkeeping for Small Businesses

Clean, timely books in QuickBooks Online, integrated with your tools like ServiceTitan, MyDoma, Asana, BuilderTrend, Airtable, Jobber, HoneyBook, Clover and many more.

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Profit First Cash Management

Cash flow systems completely tailored to your business that finally show you where your money’s going, make sure there’s something left, and help you sleep well at night.

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Fractional CFO Services

Financial analysis, forecasting, scenario planning, working capital and growth planning support to help you scale intentionally and profitably.

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  We keep your numbers in order, identify spending issues and efficiency opportunities, have the tough conversations with you, and support you from an expert outsider perspective.

Exactly what you need when you need it

Your Path to Profit

Why Sum of All Numbers

Voted 2023 Profit First Firm of the Year

Trusted by hundreds of small businesses every month

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We’re responsive, reliable, and great with numbers

Numbers + Nurture = Our Superpower.

We're not just finance professionals. We're parents, founders, and partners who believe your business should support your life rather than swallow it whole. Our team brings high-level financial leadership with a whole lot of heart.

We are also expert communicators and you’ll never wonder where we are. Lastly, we always tell it to you straight.

Hear directly from one of our amazing clients the impact of their partnership with us.

Meet Our Team

Real Clients. Real Progress.

"SOAN was the exact right choice as an accounting partner for my small but rapidly growing organization. I had all of the dedicated support that I needed, as well as a firm that didn't create any extra work! I felt like they always listened to how the relationship would work best for me, and they of course took a ton of work off of my hands as an owner and CFO, allowing me to focus on growth and operations. I couldn't recommend them enough!"

Sarah Kitlowski, Glass House
” 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.”

Raj G. Candyopolis, Pleasanton CA
” 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.”

Lara W. Oakland, CA
” 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!

Matthew A. Turbo Social Media Newport Beach, CA

Read a real client story

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Muze Marketing Case Study

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We Work With Family-centered Founders Building Something Real

Who We Help

Our clients are growth-focused small business owners—typically earning $1M+ annually (but not exclusively) —navigating the challenges of scaling while leading teams and supporting families. We get it—and we’re here with the tools, team, and guidance that make all the difference.

Industries We Know Well:

Construction and trades builder with hard hats

Construction & Trades

Real Estate Development

Creative & Professional Services

Schedule a Consultation

Take our quick Business Financial Health Check and quickly identify which areas of your business most need your attention now.

You’ll receive personalized concrete action steps to take to address each area identified.

Not sure what you need right now?

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