Other Financial Services

OTHER FINANCIAL SERVICES

FINANCIAL GROWTH ASSISTANCE

Sum of All Numbers helps you create and implement the right financial growth strategy for your business to grow and prosper.

It includes:

•  Analysis and implementation of your internal control processes
•  Examination of cash management systems and processes
•  Establishment and monitoring of budgets

1099 REPORTING FOR SMALL AND MEDIUM BUSINESSES

Prepare and file your 1099 reports with envelopes – Includes the filing of the required 1096 Form to the IRS.

Client provides W-9 forms and other information needed for filing.

Electronic filing is also available.

PURCHASE RECEIPTS SCANNING

To create the paperless office you’ve dreamed of, records maintained electronically must meet IRS requirements. Sum of All Numbers scans your business receipts ensuring all of the IRS requirements are met.

Scanned documents are available in a PDF, Excel, Word, HTML or digital image format, sorted by date.

SALES TAX REPORTING FOR SMALL AND MEDIUM BUSINESSES

•  Monthly estimate report
•  Quarterly report
•  Online payment to Franchise Tax Board

For Sum of All Numbers to process your sales tax form, you must either be a virtual CFO client or provide us with a sales report for the sales tax period.