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Frequently Asked Questions

How much are your services?

The prices are located on the services page and it shows the starting range for most assignments. The price usually vary depending on the requirement of the client. The time it take to complete the task amount of detail the clients requires is always considered when developing a price point.

i have a question about my taxes.Do you offer assistance with taxes

Sum Numbers Financial is a company that loves to help and inform the client. A great of reference for all of your tax needs would be www.irs.gov. You can find a list of great publications and reference material that can be very useful. If any of the material on IRS website becomes difficult we can always help you understand and show you how it applies to your situation.

What is the best accounting software?

I feel that all software provide the necessary functions to provide proper accounting. Some just have little difference that users are more comfortable with. Quickbooks, PeachTree and just a few of the efficient software options that be very help in tracking business financial activity. No matter the software make sure you making the correct accounting decisions and if you ever in need contact a professional if ever the need arises

Why Do i need an accountant or consultant?

Making financial decisions can be difficult for some. Also some financial mistakes and cost a lot of money and can be a lot cheaper than paying for an accountant or consultant. An accountant and consultant can look at your current financial status and identify reason why your present condition exist and how to improve your particular financial situation.

profit and loss statement. what is this and how is it helpful?

Th profit and loss statement shows the revenue and the expenses of the company for a particular period. It shows how much the company is making also known as profit. It really reveals if your company is making enough money to stay in business so it is very important as well as helpful.

i’m self employed. do I need an accountant?

An accountant is needed to help you monitor the expenses of your self employed job and make sure they are accurately claimed on your tax return. An accountant can help your self employed business grow more. Just one way is by giving you the owner more time to focus on self or business development. Its always a win win with an accountant on your team especially when you have a business.

i want to invest. how do I get started?

The method of investing you choose will be important in identifying how to get started in investing. You can go the online stock investing route with companies like e-trade, scottrade and many more. You can consider ownership in a particular business you have a passion for. Real Estate is also a great investment that can bring a large return.

What is a Bank Reconciliation

Is usually a monthly process where you reconcile your business activity with the bank account activity. You make what the books say is spent matches with what the bank said it has paid and correct any discrepancies. Sum Numbers Financial provide a solid bank reconciliation service that can be very vital to any business.