Over 30 Years of Helping Businesses Thrive Financially
Throughout Massachusetts and Florida
I've been servicing companies with their bookkeeping needs for over 30 years. It has been a privilege and an honor to work for some of the most respected CEO's in Massachusetts and Florida.
I believe my extensive experience coupled with my passion to help people will inevitably make your bookkeeping needs a success!
"Creating Order, Inspiring Financial Success"
Jane Belcastro
Owner / Bookkeeper
Bookkeeping Services That Bring Clarity to Your Business
Accounts Payable
For business owners who want to stay organized and never miss a payment, SUM Accounting will handle all your accounts payable needs. Our structured process ensures accuracy and consistency, giving you more time to focus on your business instead of your books.
Receive, review, and process vendor bills and invoices
Enter expenses accurately and code them to the correct accounts
Schedule and issue payments on time (checks, ACH, credit cards)
Reconcile vendor statements and resolve billing issues
Maintain organized records and documentation
Track due dates to avoid late fees and missed payments
Communicate with vendors regarding payments and questions
Accounts Receivable
For business owners who want steady cash flow and less stress, SUM Accounting handles your accounts receivable, so you get paid on time. Our structured process ensures timely invoicing and accurate payment tracking, giving you more time to focus on growing your business instead of chasing payments.
Create and send accurate customer invoices
Record and apply payments correctly
Track outstanding balances and due dates
Follow up on past-due invoices professionally
Resolve billing questions and discrepancies
Maintain organized customer and payment records
Reconcile receivables and support month-end reporting
Financial Reports
Bring clarity to your financial data with detailed monthly, quarterly, and yearly reports. SUM Accounting provides regular reconciliations, balance sheets, and P&L statements. Our accurate and transparent reports give you the insights you need to make confident financial decisions and maintain full control over your business’s performance.
Reconciliations of bank, credit card and loan statements
Payroll Reporting
Balance Sheet
Profit & Loss Statements
Class Tracking
File and Pay Sales Tax
File Annual Reports
Maintain accurate digital filing system for each client
Provide year-end support for Tax Preparer and CPA’s
Customized reporting and cleanup services tailored to each client’s needs
Why Hire Sum Accounting?
It is essential to know how, why and where your revenue and expenses are being allocated. Contracting this portion of your work frees your time to concentrate on what is important, the growth and profitability of your business.
Our clients find that timely financial reports are of great value in determining the financial position of their company, as well as their long-term planning.
Effective Communicator
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Client Focused
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Relationship Building
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Attention to Detail
·
Organizational Leadership
Effective Communicator · Client Focused · Relationship Building · Attention to Detail · Organizational Leadership
Effective Communicator
·
Client Focused
·
Relationship Building
·
Attention to Detail
·
Organizational Leadership
Effective Communicator · Client Focused · Relationship Building · Attention to Detail · Organizational Leadership
What Clients Say