Sum of All Numbers

What Sum of All Numbers does

Sum of All Numbers, Inc. (SOAN) is a US-based financial advisory firm headquartered in Loomis, California, in the Greater Sacramento area. Founded in 2006 and operating as a private, bootstrapped, founder-controlled company, the firm delivers three core subscription services to small and mid-sized businesses: clean, timely bookkeeping executed in QuickBooks Online with integrations into ServiceTitan, MyDoma, Asana, BuilderTrend, Airtable, Jobber, HoneyBook, and Clover; Profit First Cash Management, a behavioral cash allocation system built on the Profit First methodology; and Fractional CFO services covering financial analysis, forecasting, scenario planning, working capital management, and growth planning. The firm holds a QuickBooks ProAdvisor Advanced certification and is staffed by Certified Profit First Professionals, with the founder also serving as a flower farmer providing dual domain expertise.

The firm's go-to-market is sales-led, anchored by free Calendly-booked consultation calls and a paid bookkeeping evaluation that produces a diagnostic PDF report. Services are sold primarily on flat-rate monthly subscriptions to growth-focused small business owners earning $1M+ annually, with vertical specialization in construction and trades, real estate development, creative and professional services, and a notably focused niche in flower farming supported by dedicated products like the Bloom and Balance Chart of Accounts Template for QuickBooks Online and the Profit First Bootcamp for Flower Farmers. Distribution combines a content engine (twice-weekly blog, weekly CEO newsletter, free monthly workshops, podcast appearances) with a $150-incentivized referral program and a Greater Sacramento area referral partner network.

Commercially, the firm operates as an active professional services business serving 180+ small businesses monthly (with workshop messaging referencing over 200), was voted the 2023 Profit First Firm of the Year, and has been recognized as one of the Top 100 Accounting Firms in the country. Recurring revenue streams include monthly bookkeeping, fractional CFO/COO advisory, Profit First implementation, and periodic cohort programs; the Bloom and Balance template functions as a one-time-license lead magnet. No external institutional funding, parent company, or M&A activity is disclosed in available materials.

Name

Sum of All Numbers

Legal name

Sum of All Numbers, Inc.

Website

https://sumofallnumbers.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Sum of All Numbers is a US-based financial advisory firm offering bookkeeping, Profit First cash management, and fractional CFO services on flat-rate monthly subscriptions to growth-focused small businesses earning $1M+ annually, with vertical specialization in flower farming, construction, real estate, and creative services.

Ownership category

akta.pro rank

Product category

Small Business Accounting & Financial Advisory

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

SIC

Services-Management Services (8741), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Small business bookkeeping
• Fractional CFO services
• Profit first consulting
• Cash flow management
• Cloud accounting services

Headquarters

HQ city

Fremont

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Fractional CFO & COO Services: High-level financial leadership including financial analysis, forecasting, scenario planning, working capital and growth planning support. Provided as ongoing advisory engagements to help businesses scale intentionally and profitably.
2. Bookkeeping Services: Clean, timely bookkeeping in QuickBooks Online. Flat-rate pricing model mentioned in testimonials. Cloud-based service allowing clients to access QuickBooks and payroll from anywhere.
3. Profit First Cash Management: Cash flow system implementation and management using the Profit First methodology. Provides ongoing guidance and system management for business cash allocation.
4. Profit First Bootcamp for Flower Farmers: Six-week guided program specifically for flower farmers, offered periodically. Small group format with weekly Friday Zoom sessions and live Q&A. Limited availability, opens a few times per year.
5. Bloom and Balance Template: Chart of accounts template for flower farmers delivered via email signup. Includes special how-to guide for QBO users.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Sum of All Numbers provides outsourced bookkeeping, Profit First cash management implementation, and fractional CFO/COO advisory services to growth-focused small businesses, typically earning $1M+ annually. Services are delivered via QuickBooks Online with integrations to client operational tools such as ServiceTitan, Asana, BuilderTrend, Bill.com, Gusto, and Relay, and include financial analysis, forecasting, scenario planning, and ongoing advisory engagements.

Product overview

Sum of All Numbers is a financial advisory firm offering a suite of integrated bookkeeping, cash management, and fractional CFO services to small and mid-sized businesses, primarily those earning $1M+ annually. The core offering is anchored by three interconnected service lines: Bookkeeping for Small Businesses (delivered in QuickBooks Online), Profit First Cash Management (a behavioral cash allocation methodology), and Fractional CFO Services (strategic financial leadership including forecasting and scenario planning). Supporting these core services are ancillary programs including the Profit First Bootcamp for Flower Farmers (a six-week guided implementation program), the Bloom and Balance Chart of Accounts Template (a QuickBooks template for flower farmers), Monthly Expert Workshops (free educational sessions), and a Weekly Financial Newsletter. The firm also provides a free Business Financial Health Check as an entry-point diagnostic tool. All services are delivered by a team-based model, integrating with clients' existing tools including QuickBooks Online, ServiceTitan, Asana, BuilderTrend, Bill.com, Gusto, and Calendly.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services Strategic financial leadership including financial analysis, forecasting, scenario planning, working capital management, and growth planning support to help business owners scale intentionally and profitably. Delivered by a team of CFOs serving as an outsourced executive finance function for small businesses.
• Profit First Cash Management Cash flow systems tailored to the Profit First methodology, allocating business revenue into designated accounts (Profit, Owner's Pay, Taxes, Operating Expenses) to improve financial discipline and provide clarity on where money is going. Includes ongoing guidance and system management for business cash allocation.
• Bookkeeping for Small Businesses Clean, timely bookkeeping services delivered in QuickBooks Online, integrated with client operational tools including ServiceTitan, MyDoma, Asana, BuilderTrend, Airtable, Jobber, HoneyBook, and Clover. Covers transaction recording, reconciliation, financial reporting, and payroll processing via Gusto.
• Profit First Bootcamp for Flower Farmers A six-week guided program specifically designed for flower farmers, led by founder Holly Clawson, walking participants through the complete Profit First setup in small group format with weekly Zoom sessions, live Q&A, and practical weekly steps to implement cash management discipline.
• Bloom and Balance Chart of Accounts Template A QuickBooks Online Chart of Accounts template specifically designed for flower farmers, providing the exact account structure needed to run meaningful financial reports and gain clarity on flower farm business performance.

Quantifiable outcome

• 60% income increase for clients
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

Feature2 records

Partnerships

Eleven partnerships are on record, tiered core and minor.

• QuickBooks OnlinecoreTechnology or IntegrationPrimary accounting platform for bookkeeping services. Clean, timely books delivered in QuickBooks Online with integrations to various business tools.
• Bill.comcoreTechnology or IntegrationBill.com certified partner providing AP/AR automation and payment processing integrated with QuickBooks.
• GustocoreTechnology or IntegrationGusto Silver Partner for payroll services. Integrated payroll and HR platform for small businesses.
• Profit First ProfessionalscoreStrategic or Co-development PartnerFounding member ecosystem. Voted Profit First Firm of the Year 2023. Certified Profit First Professionals delivering Profit First methodology to clients.
• Pumpkin PlanminorStrategic or Co-development PartnerCertified Pumpkin Plan practitioner. Business strategy methodology complementary to Profit First for client growth.
• Junk PatrolminorGTM or Marketing PartnerLocal referral partner in Greater Sacramento area for professional and eco-friendly junk removal in Sacramento and Placer County.
• GWR LawminorGTM or Marketing PartnerLocal referral partner specializing in construction and real estate law, contract negotiations, risk management, and business issues in California.
• Lawton Construction & RestorationminorGTM or Marketing PartnerLocal referral partner for full-service 24/7 emergency restoration including water, fire, flood, smoke, mold remediation across California and Nevada.
• Peach ElectricminorGTM or Marketing PartnerLicensed Sacramento-area electrical contractor for residential, commercial, and multifamily electrical services including panel upgrades and EV charger installs.
• LowPropTaxminorGTM or Marketing PartnerAI-powered property tax appeals service with 82% success rate and $1,102 average savings. Serving all 52 counties of California and beyond.
• Creative NogginminorGTM or Marketing PartnerFull-service marketing agency referral partner focused on brand strategy, creative design, and digital marketing including research, content, SEO, and media planning.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Pilot: Pilot is a tech-enabled bookkeeping, CFO, and tax service for SMBs and startups. Closest peer to SOAN in service mix (bookkeeping + fractional CFO) and target customer (growth-stage smaller businesses), though at higher scale and with technology-first delivery.
• Bench: Bench is a digital bookkeeping platform serving small businesses with monthly books and financial reporting. Direct competitor to SOAN's bookkeeping subscription line, competing on automation and bundled software rather than advisory-led delivery.
• Bookkeeper.com: Bookkeeper.com provides outsourced bookkeeping, accounting, and tax services for small businesses. Comparable in service mix (bookkeeping, tax, advisory) and SMB target market to SOAN.
• 1-800Accountant: 1-800Accountant offers virtual bookkeeping, accounting, tax, and CFO support to small businesses nationwide. Comparable in SMB focus and breadth of financial services, operating at a larger scale than SOAN.
• BELAY: BELAY provides fractional CFO, COO, and bookkeeping services for small businesses and nonprofits. Very comparable business model to SOAN — outsourced executive financial and operational leadership on a subscription basis targeting owner-led SMBs.
• Focus CFO: Focus CFO is a network of fractional CFOs serving small and growth-stage businesses. Comparable to SOAN's Fractional CFO service line and similar customer profile (owner-led companies needing senior financial leadership without a full-time hire).

Broad incumbents

• Block Advisors: Block Advisors is Square's SMB-focused tax preparation, bookkeeping, and business-formation services arm. Direct overlap with SOAN's bookkeeping and small-business tax-adjacent services but operating as part of the broader Block/Square ecosystem, with technology- and price-led delivery rather than advisory-led service.
• Wipfli: Wipfli is a top-20 US accounting and advisory firm with a strong small and mid-market business practice. Overlaps with SOAN across bookkeeping, fractional CFO, and Profit First-style advisory but as part of a much wider portfolio of services.

Others

• Relay: Relay is the SMB-focused business-banking and cash-management platform that SOAN partners with (Silver Partner) to implement Profit First bank-account structures. Partner/ecosystem relationship rather than direct competitor.
• Profit First Professionals: Profit First Professionals is the certifying network for the Profit First methodology that SOAN is a master-certified member of (2023 Firm of the Year). Ecosystem/credentialing body rather than competitor, but membership shapes SOAN's positioning and referral flow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/SumOfAllNumbers
• LinkedInlinkedin.com/company/sum-of-all-numbers

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sum of All Numbers