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About our Firm

Background
Sum.it Business Services, Inc. was established in 1997 to provide bookkeeping, payroll, tax, accounting, consulting and financial services to individuals and small business owners.

Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.


Our Team

John Oates
joates@thesum-it.com