Sum Total Financial Services, LLC
Clarity in Your Finances, Confidence in Your Business
About Sum Total Financial Services
Founded by someone who understands the realities of independent work, Sum Total Financial Services exists to help small business owners, sole proprietors, LLCs, and self-employed professionals feel confident with their finances. We believe that bookkeeping and tax support should be accessible and approachable, not overwhelming. Our mission is to turn confusion into clarity and help you build sustainable businesses.
Whether you’re just starting out or scaling your operations, we provide comprehensive financial support tailored to your unique needs. From monthly bookkeeping to quarterly tax guidance, we handle the numbers so you can focus on what you do best—growing your business.
Our Services
Monthly Bookkeeping & Financial Reporting
Keep your finances organized with accurate monthly bookkeeping and comprehensive financial reports. We track income, expenses, and cash flow so you always know where your business stands.
Tax Preparation & Quarterly Tax Guidance
Navigate tax season with confidence. We provide expert tax preparation services and quarterly tax guidance to help you plan ahead, minimize liabilities, and stay compliant with all requirements.
Small Business Setup & Contractor Reporting
Starting a new business or managing contractor payments? We help with business setup support and contractor reporting to ensure you’re properly structured and compliant from day one.