Sum Insights Bookkeeping

09/01/2025

Serving Currituck, the Outer Banks, and surrounding areas.

06/06/2022

Why burn yourself out working nonstop? If you want a little time to enjoy the beach too, let's talk.

05/16/2022

https://www.linkedin.com/posts/forbes-magazine_five-tried-and-true-ways-to-collect-receivables-activity-6931755146464960512-Su77?utm_source=linkedin_share&utm_medium=android_app

Five tried-and-true ways to collect receivables faster and improve cashflow: https://trib.al/yj9rLgh...

03/07/2022

After considerable pushback, it seems the IRS has reversed its decision to require the use of facial recognition.

In mid-February, privacy and digital rights activists were buzzing about a recent victory: Earlier in the month, the Internal Revenue Service said it would back away from a controversial plan to force taxpayers to use facial-recognition software before they could log in to its website.

02/04/2022

Interesting new policy being implemented this summer....

You can sign-up for a stock account here and receive TWO FREE STOCKS as a sign-up bonus on WeBull: https://act.webull.com/invite/share.html?inviteCode=Vlof99...

01/09/2022

If you're ready to hand over your bookkeeping to a professional so you can spend more time growing your business, call or email me. I love helping small business owners get their financials organized.

10/15/2021

Some helpful tips that could help you reduce your taxes.

For business owners, tax planning shouldn't be a once-per-year exercise when filing your taxes. Here six creative tax strategies to make before year end.

09/28/2021

Congratulations to all the hard working business owners of the Outer Banks 🎉✨

02/02/2021

Is this the Year You Get Your Business Finances Organized?

12/08/2020

Are you overlooking any of these ways to save on your taxes?

With so many companies facing a starkly different financial situation at the end of 2020 than they did at the beginning, not to mention the additional considerations for businesses that took out PPP loans, this year’s tax filing will likely be more complex than usual.