Sum Total Financial Management

Accounting for Legal Practices · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1827 Moore Ct, Saint Charles, Illinois, ...

Phone Number

(630) 661-7200

Revenue

$6.2 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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About Sum Total Financial Management

Sum Total Financial Services, LLC is a bookkeeping and financial services firm based in Philadelphia, Pennsylvania, founded by Heather Summer. The company caters to sole proprietors and small business owners, particularly self-employed creatives, tradespeople, and independent contractors, providing them with essential financial support. Their services include bookkeeping, tax preparation, quarterly tax guidance, and ongoing business support, all aimed at simplifying financial management. Sum Total Financial Services is not a licensed CPA firm but offers experienced tax preparation and business structure guidance.Explore more
Sum Total Financial Management's Social MediaPopular SearchesSum Total Financial Management IncSum Total Financial ManagementSum Total Financial Mgt IncTotal Financial ManagementSum Total Financial Management - IncSIC Code 87,872NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sum Total Financial Manag...

$6.2M
11-50
Private
-
1998
N/A
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
2022
MG
Michael GoodrichFounder & Lead Advisor
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
<$5M
2012
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Sum Total Financial Management is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Sum Total Financial Management is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Sum Total Financial Management.

Sum Total Financial Management Tech Stack

A closer look at the technologies used by Sum Total Financial Management

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Sum Total Financial Management

What is Sum Total Financial Management's official website?
Sum Total Financial Management's official website is www.sumtotalfinancial.com
What is Sum Total Financial Management's Revenue?
Sum Total Financial Management's revenue is $6.2 Million
What is Sum Total Financial Management's SIC code?
Sum Total Financial Management's SIC: 87,872
What is Sum Total Financial Management's NAICS code?
Sum Total Financial Management's NAICS: 54,541
How many employees does Sum Total Financial Management have?
Sum Total Financial Management has 11-50 employees
What industry does Sum Total Financial Management belong to?
Sum Total Financial Management is in the industry of: Accounting for Legal Practices, Business Services
What is Sum Total Financial Management competition?
Sum Total Financial Management top competitors include: Full Circle Wealth Strategies, ECL Private Wealth Management, Prosper Wealth Management, Goodrich Financial Advisory
What technology does Sum Total Financial Management use?
Some of the popular technologies that Sum Total Financial Management uses are: WordPress.org, PHP, Starfield Technologies, GoDaddy Web Hosting
How do I contact Sum Total Financial Management?
Sum Total Financial Management contact info: Phone number: (630) 661-7200 Website: www.sumtotalfinancial.com
What does Sum Total Financial Management do?

Sum Total Financial Services, LLC is a bookkeeping and financial services firm based in Philadelphia, Pennsylvania, founded by Heather Summer. The company caters to sole proprietors and small business owners, particularly self-employed creatives, tradespeople, and independent contractors, providing them with essential financial support. Their servi... ces include bookkeeping, tax preparation, quarterly tax guidance, and ongoing business support, all aimed at simplifying financial management. Sum Total Financial Services is not a licensed CPA firm but offers experienced tax preparation and business structure guidance.Read More

What are Sum Total Financial Management social media links?
Sum Total Financial Management Facebook page
Is Sum Total Financial Management a public company?
Sum Total Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Sum Total Financial Management

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