Business Details
20 Years
experience
Trusted Bookkeeping & CFO Services for Small Businesses
Founded in 2006, Sum of All Numbers has dedicated two decades to providing expert bookkeeping, Profit First cash management, and fractional CFO services for family-centered small businesses. Our team of Master Certified Profit First Professionals combines deep financial expertise with a commitment to supporting business growth while respecting the balance between professional and family life. With a client-focused approach, we offer cloud-based solutions integrated with industry-leading tools, serving over 200 monthly clients across construction, real estate development, and professional services.Our services are designed to deliver timely, accurate financial reporting, strategic forecasting, and transparent communication, ensuring clients achieve long-term profitability and sustainable growth. Our 20-year track record of industry-specific software integration and behavioral finance strategies positions us as a trusted partner for businesses seeking clarity and confidence in their financial operations.
Services
Bookkeeping
Profit First Management
Fractional CFO
Financial Forecasting
Strategic Analysis
Cash Flow Systems
Construction Accounting
Real Estate Development
Software Integration
Details
- Year established: 2006
Highlights and features
- We offer 20 years of experience in virtual bookkeeping and financial strategy tailored to family-centered businesses
- Our team includes Master Certified Profit First Professionals with proven cash flow management expertise
- We provide cloud-based solutions integrated with industry-specific tools for real-time financial access
- We guarantee transparent flat-rate pricing with no hidden fees or unexpected costs
- Our client retention rate is built on expert communication and actionable financial insights
Associations and certifications
- Profit First Professional
What people say
Responsive and reliable
Amazing services
Impeccable response time
Flat rate pricing
Highly recommended
Services
Bookkeeping
Comprehensive bookkeeping in QuickBooks Online with automated integrations, professional invoicing, and bill management. Our cloud-based system ensures real-time financial visibility, allowing business owners to focus on growth while we maintain accurate, decision-ready financial records through weekly or monthly reporting cycles.
Profit First Management
Custom Profit First implementation that structures cash flow through automated profit allocation, owner compensation, tax reserves, and operating expense accounts. This behavioral finance approach creates sustainable profitability by transforming how businesses handle money, ensuring consistent financial clarity and intentional growth.
Fractional CFO
High-level financial strategy including scenario planning, capital growth analysis, and exit planning. Our fractional CFO services deliver forecasting models, working capital optimization, and strategic decision support tailored to family-centered businesses seeking sustainable growth without sacrificing work-life balance.
Construction Accounting
Specialized financial management for construction businesses featuring materials budget optimization, job costing analysis, and subcontractor payment systems. Our solutions address industry-specific challenges like project cash flow management and equipment investment planning while maintaining regulatory compliance.
Software Integration
Seamless integration between QuickBooks Online and industry-specific platforms like ServiceTitan, BuilderTrend, and HoneyBook. Our technology specialists ensure real-time financial data synchronization across operational systems, improving accuracy and decision-making efficiency for growing businesses.
People
Holly Clawson
Founder
Serial entrepreneur and mother of five, Holly founded Sum of All Numbers in 2006 to create remote opportunities for working moms. With dual expertise in finance and flower farming, she transformed the company into a leader in family-focused financial services.
Michelle Scribner
CEO
Master Certified Profit First Professional with 30 years' finance experience, Michelle led 220% growth at Sum of All Numbers since 2020. She specializes in strategic financial systems that balance business success with family priorities for entrepreneurs.
Questions
What is a Fractional CFO and how can they help my business?
A Fractional CFO provides strategic financial leadership without full-time costs. At Sum of All Numbers, they help with cash flow management, forecasting, and growth planning while aligning finances with family priorities.
How does Profit First methodology benefit small businesses?
Profit First prioritizes profitability by restructuring cash flow systems to ensure businesses maintain consistent profits, reduce financial stress, and make data-driven decisions for sustainable growth.
Are your bookkeeping services suitable for growing businesses?
Yes, our cloud-based bookkeeping services scale with your business, offering integration with industry tools, timely reporting, and expert support to maintain financial clarity during growth phases.
How do you handle financial complexity in construction and real estate?
We specialize in construction and real estate financial management, offering job costing, materials budget optimization, and industry-specific reporting to address cash flow challenges unique to these sectors.
What sets your financial services apart from competitors?
Our combination of Master Certified Profit First expertise, family-focused approach, and 20 years of experience delivering transparent, cloud-based financial solutions creates unparalleled value for small businesses.
