Sum It All Up
BOOKKEEPING
Clear books. Confident decisions. More time to run your business.
Bookkeeping Services in
Scottsbluff, Nebraska
From QuickBooks setup and reconciled accounts to monthly financial reporting, Sum It All Up Bookkeeping helps small businesses stay organized, informed, and ready for tax time.
QuickBooks ProAdvisor • Local & remote bookkeeping • Audit-ready records
Everyday Bookkeeping Made Simple
Complete clarity on your numbers with accurate, up-to-date monthly management.
- Accounts reconciled
- Transactions categorized
- A/R and A/P tracked
- Monthly financial reports delivered
Serving Western Nebraska & Eastern Wyoming businesses with responsive personal care.
SERVICES OVERVIEW
Bookkeeping Support From Setup To Month-End.
Reliable, transparent financial management tailored for growing operations. Clean records, precise categorizations, and well-organized monthly books.
QuickBooks Setup & Organization
Complete system configuration, custom chart of accounts design, and historical file cleanup to establish a sound foundation from day one.
Monthly Bookkeeping & Reconciliations
Consistent categorization of income and expenses, routine bank and credit card reconciliations, and thorough verification of clearing accounts.
Receivables, Payables & Payroll Review
Precise tracking of outstanding customer invoices, bills payable oversight, and general ledger journal review for third-party payroll runs (no payroll processing).
Financial Statements & Reporting
Monthly balance sheet, profit and loss, and cash flow reporting ready for management review and CPA hand-off (no tax returns or assurance audits).
SERVICES OVERVIEW
What’s included in our
bookkeeping services
A structured, full-spectrum breakdown of the core bookkeeping duties delivered consistently every single month.
Setup & Accuracy
• QuickBooks setup
Configures your chart of accounts correctly from day one so every balance is accurate.
• Accounts reconciled (bank, credit card, and applicable accounts)
Proves every transaction against real statements so missing funds and errors get caught immediately.
• Categorize incoming and outgoing transactions
Ensures expenses and revenues are booked to the right tax lines without guesswork.
• Review uncategorized suspense items
Eliminates mysterious holding entries before month-end so your general ledger stays clean.
Reporting & Visibility
• Run Profit & Loss + Balance Sheet statements
Delivers crystal-clear visibility into net income, cash position, and company solvency.
• Flag anomalies, trends, and open questions
Proactively alerts you to unusual spikes in costs or revenue shifts that need owner attention.
• Deliver comprehensive monthly report pack
Provides a neat, executive-ready PDF digest ready for leadership, partners, or your CPA.
Transactions & Obligations
• Match receipts and invoices (when available)
Maintains an unbroken paper trail to substantiate business deductions in case of review.
• Track Accounts Receivable & Accounts Payable
Monitors outstanding customer payments and upcoming vendor bills to protect daily cash flow.
• Verify payroll entries and summary totals
Confirms payroll runs, taxes withheld, and benefits balance exactly against ledger summaries.
• Sales tax check and filing prep (if applicable)
Reconciles collected sales tax against taxable revenue to prevent filing penalties and interest.
Year-Round Readiness
• Books organized for tax time
Allows your tax professional to file smoothly and promptly without expensive year-end cleanup fees.
• Always audit ready (organized records and support documents - not an independent audit)
Ensures all files, invoices, and bank logs are systematically documented for peaceful verification.
ON-TIME GUARANTEE
Numbers Guaranteed by the 10th
With our monthly bookkeeping service, your numbers are due by the 10th. If we miss that deadline, you don’t pay for that month.
10th
WHY IT MATTERS
Accurate books are only
the beginning.
Clean reconciliations, resolved discrepancies, and understandable financial reports transform raw numbers into strategic clarity. When your ledgers reflect reality, making confident operational and investment decisions becomes natural.
Spot unanswered questions early
Catch transaction discrepancies, missing receipts, and unrecognized entries in real time rather than hunting through forgotten details at year-end.
Prepare for tax time throughout the year
Maintain balanced accounts and categorized deductions month-by-month so your tax preparer receives a complete, pristine package without deadline friction.
Understand what the numbers say about your business
Translate dense accounting reports into actionable business intelligence that reveals true profit drivers, overhead shifts, and sustainable cash runway.
SIMPLE PROCESS
How It Works
Streamlined bookkeeping designed to give your business total financial clarity in three effortless steps.
01
Review your books
We conduct a thorough initial assessment of your current financial records to pinpoint cleanup needs and establish your baseline.
02
Organize the details
Every transaction, receipt, and account is accurately reconciled and categorized into a reliable, audit-ready system.
03
Deliver clear monthly reports
Receive timely, easy-to-digest monthly financial statements that empower you to make confident, proactive business decisions.
No setup fees : Transparent communication : Cancel anytime
CLARITY FIRST
Bookkeeping Questions,
Answered
We operate with clear terms and transparent practices. Here are direct answers to the most common questions about our bookkeeping workflows, software setup, and service boundaries.
No pressure : straightforward guidance tailored to your business.
Can you set up QuickBooks?
Yes. We configure your QuickBooks Online file from the ground up, customize your chart of accounts specifically for your industry, integrate bank and credit card feeds, and ensure initial account balances align accurately with source records.
What accounts do you reconcile?
We reconcile all active business checking and savings accounts, credit cards, merchant processing gateways (such as Stripe, Square, or PayPal), and commercial loan accounts on a monthly basis to verify every transaction.
Do you track A/R and A/P?
Yes. We manage Accounts Receivable tracking so you have immediate visibility into outstanding customer invoices, and we monitor Accounts Payable to ensure vendor obligations and upcoming bills are organized for cash flow planning.
Do you handle sales tax filing or prepare income tax returns?
We review sales tax data and prepare filing-ready sales tax reports (or handle electronic sales tax filings where required). We explicitly do not prepare or file annual business income tax returns; instead, we assemble clean, audit-ready year-end financial packages directly for your CPA or tax preparer.
What does audit ready mean?
In our bookkeeping workflow, 'audit ready' means every entry is categorized consistently, matched against bank documentation, and fully reconciles to bank and vendor statements. It ensures your records are transparent, organized, and easily reviewed by third parties, though it is not a formal independent audit by an external CPA firm.
Do you work with businesses outside Scottsbluff?
Yes. While we are proudly based in Scottsbluff, Nebraska, our entire workflow utilizes secure, encrypted cloud platforms. We work with small businesses across western Nebraska, eastern Wyoming, and nationwide.
What does the Numbers by the 10th guarantee mean?
Our guarantee ensures that your reconciled financial statements for the prior month are completed and delivered to you by the 10th business day of the current month. If we fail to deliver by that deadline, your bookkeeping fee for that entire month is 100% waived.
TAKE THE NEXT STEP
Ready For Bookkeeping You Can Count On?
Let’s get your books organized, your monthly reporting clear, and your numbers working for your business.
Free 30-minute introductory call : No commitment required : Local Scottsbluff expertise