Stress-Free QuickBooks Online Bookkeeping for Growing Businesses
Timely, accurate books that actually serve your business.
Clean books aren’t just for tax season. They’re the foundation for pricing, hiring, and smart cash flow strategy. Our bookkeeping and accounting services lay the groundwork for your next level of growth—without the chaos.
What's included in your custom bookkeeping service package
Regular Bookkeeping
Transaction coding, reconciliations, and tidy financial reports—available weekly, biweekly, or monthly.
Professional Invoicing
We prepare and send invoices in the software of your choice, set up automated reminders, apply payments, and provide aging summaries as often as you need.
Bill Management & Payments
We enter bills, communicate with vendors, and match outgoing payments in QBO once they clear your bank. All approvals stay with you.
Profit First Bookkeeping
We’re Profit First experts. Got 14 savings accounts? No problem. We manage transfers properly in QBO and don’t nickel-and-dime for extra accounts. Learn More About Profit First
Strategic Bookkeeping & Financial Analysis
Job costing, team profitability, COGS tracking, and a chart of accounts that gives you decision-ready reports.
We don’t do it all. You’ll want separate providers for tax prep, payroll processing, and HR support.
Clear Communication & Support
You’ll never be left wondering what we’re doing. We’re just a call or email away.
Bookkeeping Cleanups & Diagnostics
Flat-rate projects for catch-up, diagnostics, payroll setup, and more.
Sales Tax Filing Services
We prepare data and file returns for any state where you have nexus.
QuickBooks Online Setup & Migrations
From initial setup to moving data from QuickBooks Desktop or Xero—we’ve got you.
How Our Bookkeeping Process Works
Every bookkeeping client engagement is unique. We start with a Bookkeeping Evaluation, and from there, you’ll receive custom proposal options based on your business, budget, and priorities. That Bookkeeping Evaluation fee is applied toward your onboarding costs if you decide to move forward with a regular engagement.
We bundle our services for you: Clients who engage us for both bookkeeping and fractional CFO support receive a total discounted rate.
WHO WE SERVE
We specialize in service-based businesses, construction & trades, real estate, and tech.
WE’RE A GREAT FIT IF YOU:
Run a small business with annual revenue of 750k plus.
Want expert bookkeeping without hiring in-house
Value clear communication and reliable follow-through
Appreciate working with a family-focused, empathetic team who will be straight with you
Hate guesswork and love actionable financial data
All our clients use QuickBooks Online. By specializing in one accounting software, we are able to stay fully up-to-date on dozens of third-party industry tools, including:
Technology & Tools We Use
We also embrace AI and modern tech that improves speed, accuracy, and insights.
The Human Touch: Our Team & Approach
We’re not a faceless firm. We care deeply about your business and your life. As family-focused entrepreneurs ourselves, we understand what’s at stake.
Sum of All Numbers is California-based with team members across the U.S. and India. Our India team is fully integrated—hired, trained, and mentored by us—and a vital part of our culture and service.
Ready for a fresh, strategic, family-focused approach to your books?
Frequently asked questions about our bookkeeping services
-
At Sum of All Numbers, you’ll have two primary contacts on your bookkeeping team, and several others you can reach out to in case of need. We are always an email away, and many of our clients have prescheduled weekly or monthly review meetings with their bookkeeping team here.
-
Our monthly pricing depends on your business complexity and needs. After a personalized Bookkeeping Evaluation, we’ll present package options. See our Pricing Page for ranges and details.
-
With us, you get a full team—bookkeeper, controller, reviewer, manager—without the overhead, training, or turnover risk of in-house staff. We are always here to help you and we use rigorous systems in our business. If your regular team member is out on vacation, other members can easily slot into your bookkeeping to support while they're away. We also bring the strategy and systems that scale with your business, on a fractional basis. Get the CFO, operations, and systems support you need only when you need them.
-
Yes! We’re a Master Certified Profit First firm. Whether you’re ready to implement the method or already using it, we can guide you in using Profit First cash management, and we know how to manage QBO to match your cash flow strategy.
-
Absolutely. We offer flat-rate clean-up and diagnostic projects for clients who need to get current fast. From messy books to full rebuilds—we’ve got you. First step is a Bookkeeping Evaluation
-
We don’t. But we work closely with your tax preparer for quarterly or year end process. And we ensure that your payroll is accurately broken out in your books using reports from your payroll provider. This ensures accurate reports every month.