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Since 1998, we’ve been working with business owners and entrepreneurs to help them build and increase their financial confidence. During that time, we’ve come to understand that service-based business owners and solo-servicepreneurs are creative thinkers who have great ideas, but struggle with how to utilize and leverage those ideas as part of a reliable and recurring revenue strategy.

SUMSOLUTIONS can help you understand your numbers, and decide what kinds of systems (which are simply boundaries in action) will work best to leverage both your time and money in a way that supports your goal of boosting your bottom line. We take the time to understand your unique situation, ideas, and goals, and then empower you with tools, systems, and strategies that can help reduce financial stress while increasing the health and stability of your business.

What would you do with the extra time you’d gain if your books were finally organized and systematized? Deciding how we can best help you achieve this goal begins with learning more about the solutions we offer.

Our Services

Profit Solution
Services

ProfitSolutions

No more re-creating the wheel!

Our Profit Solution Services can provide specific plans and systems so that when you need to do a particular task, you don’t have to worry about how to get it done.

You simply follow the plan designed to increase your efficiency and productivity, both of which will have a positive impact on your bottom line.

Concierge Bookkeeping
Services

ConciergeBankingServices

Do you need more time to work on growing your business?

Our Concierge Bookkeeping Services are customized to meet the size and needs of your business. Once your financial information is organized and readily available, you’ll have more time to proactively focus on your business’s financial needs, choices and decisions.

How-to Resources for DIY Business Owners

DIYBusinessOwners

DIY Resources that work!

Our DIY solutions help you solve some of the most common challenges business owners and solo-preneurs experience when setting up and/or trying to grow their business.

Each of our resources includes easy-to-implement step-by-step instructions designed to empower you to take hold of your financial reins.

From the Blog