Your Books, Our Expertise, Across the Upper Midwest
Gain back hours every week. Our bookkeeping expertise helps Upper Midwest entrepreneurs focus on what matters most. Growing your business.
What We Offer
Build your perfect service package. Pay only for what your business needs.
Monthly Bookkeeping
Stay on top of your finances every month. We categorize transactions, reconcile bank accounts, and ensure your books are always accurate and up to date.
Bookkeeping Clean-Up
Behind on your books? We'll untangle the mess. Our team sorts through past transactions, fixes errors, and brings your financial records back to life.
Payroll Management
Payroll without the headache. We process payments, calculate taxes, and handle filings. Your team gets paid on time while you stay compliant.
1099 Preparation
Contractor payments made simple. We track payments throughout the year and prepare all required 1099 forms. Tax season becomes one less worry.
Accounts Payable
Never miss a payment or discount again. We manage vendor bills, schedule payments, and maintain healthy relationships with your suppliers.
Accounts Receivable
Get paid faster with less effort. We send invoices, track payments, and follow up on overdue accounts. Your cash flow stays strong.
Who We Serve
Accurate books matter at every stage and in every industry. Below are just a few of the client types we support.
Small Businesses
Small teams need smart systems. We'll build the financial foundation that grows with you. Clear reports that actually make sense included.
Growing Businesses
Scaling up brings new challenges. We'll keep your books clean and your insights sharp. Know exactly where every dollar goes as you expand.
Retail
Inventory tracking meets profit clarity. We'll show you which products really make money. Spot trends before they hit your bottom line.
Medical & Dental
Insurance billing creates paperwork mountains. We'll handle the financial side so you can focus on patient care. Compliance tracking included.
Professional Services
Time is literally money in your world. We'll show you true profitability per client and project. Make smarter decisions about where to focus.
Commercial Services
Contracts and recurring revenue need careful tracking. We'll organize your financials to show cash flow patterns. Plan ahead with confidence.
Home & Field Services
Every service call has hidden costs. We track fuel, time, and materials per job. Know your real profit before you quote the next one.
Construction
Big projects need detailed tracking. We'll monitor costs by phase and trade. Spot overruns early and keep your margins intact.
How It Works
Getting your books in order doesn't have to be complicated. Our proven process makes it simple to achieve and maintain financial clarity.
Discovery Call
Getting to Know You
We start with a friendly conversation about your business and its unique needs. This helps us understand your goals and create a customized plan that fits your budget and timeline.
Onboarding
Quick and Easy Setup
Setting up is straightforward. We handle the technical details while you focus on running your business. We'll securely connect to your accounts and get everything ready to go.
Initial Clean Up
Starting Fresh
If your books need attention, we'll bring them up to date first. We organize past transactions and reconcile accounts. This creates a clean slate for accurate financial tracking going forward.
Ongoing Work
Consistent Bookkeeping
With everything in order, we maintain your books each month. You'll receive clear financial reports on schedule. We're always available to answer questions and help you understand your numbers.
What You Gain
We handle the numbers so you can handle what matters most. Growth starts with clarity.
More Time for Your Business
Those lost hours spent reconciling accounts and chasing receipts are yours again. We take the bookkeeping burden off your plate. You get back to doing what you do best.
Confidence in Your Decisions
Real numbers replace best guesses. You'll have accurate financial reports that illuminate your path forward. Make bold moves backed by solid data instead of hoping for the best.
What We Stand For
Sum Harmony Bookkeeping brings balance to your books and clarity to your decisions. We transform overwhelming numbers into simple insights that guide your path forward. Because when your finances make sense, everything else falls into place.
Ready for Clear Books and Real Growth?
Book a free call today. We'll show you how clear books lead to confident decisions.
