Sum of All Numbers
“Can a boutique fractional-CFO and bookkeeping firm win small-business clients by combining Profit First cash-management methodology with hands-on human support?”
Founded in 2006, Sum of All Numbers started as a bookkeeping and accounting services provider for small businesses. Over roughly two decades, the firm evolved to offer Fractional CFO and COO services on top of its bookkeeping core, leaning into the 'Profit First' cash management methodology and positioning itself as a human-first financial partner for family-centered, founder-led businesses. The firm's embedded finance footprint is minimal — it is a professional services company that advises clients on financial systems rather than building or distributing financial products itself.