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At Sum It Up Accounting, we understand the frustrations of juggling personal and professional finances. Our team of experienced professionals is dedicated to providing personalized solutions to help you achieve financial stability, clarity, and peace of mind. We believe in taking the burden of accounting and finances off your shoulders, allowing you to focus on what you love and do best.

Accounting & Bookkeeping

  • Personalized bookkeeping solutions for individuals and businesses (LLCs)
  • Real-time financial tracking and reporting
  • Profit and Loss statement (P&L) creation
  • Balance sheet management
  • Sales tax calculation and reporting
  • Liability insurance management

Taxes

  • Comprehensive tax planning and filing for individuals and businesses
  • Specialized expertise in maximizing deductions
  • IRS problem resolution and audit representation
  • Specialized services for LLCs

Payroll

  • Streamlined payroll processing for both individuals and businesses
  • Weekly, semi-monthly, or monthly payroll services
  • Annual and quarterly tax reports
  • Workers' compensation insurance management and reporting

Additional Services

  • Document preparation and legalization
  • Property management assistance
  • Specialty services for unique situations and complex scenarios

Our Team

Led by Julie Keith, a seasoned accounting professional with over 20 years of experience, our team is passionate about helping clients achieve financial success. We have a deep understanding of local regulations and tax laws, and are dedicated to providing personalized attention and exceptional customer service.

Our Commitment

At Sum It Up Accounting, we are committed to:

  • Building lasting relationships with our clients
  • Providing clear and concise communication
  • Delivering timely and accurate results
  • Staying on top of the latest financial trends and regulations

Let us be your trusted partner in achieving financial stability and success!

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