How It Works
Let's work together to get your books in order. Here's exactly how we'll do it.
Our Process
Discovery Call
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
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
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
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.
Our Core Services
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.
Payroll Management
Payroll without the headache. We process payments, calculate taxes, and handle filings. Your team gets paid on time while you stay compliant.
Inventory Management
Know what you have and what it's worth. We track stock levels, calculate costs, and help you make smarter purchasing decisions based on real data.
Who Is This For
You're exceptional at what you do. Your expertise and dedication have built a thriving business, but managing the books has become an unwelcome burden that pulls you away from the work you're passionate about.
We partner with business owners across the Upper Midwest who value accuracy and peace of mind. Sum Harmony provides the financial clarity you need, letting you focus on what matters most: growing your business and serving your customers.
Ready for Clear Books and Real Growth?
Book a free call today. We'll show you how clear books lead to confident decisions.
