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Sum Bookkeeper LLC

Tax Preparer
Billings Montana 59102

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Contact Details

Company Name
Sum Bookkeeper LLC
Location
2409 Arnold Ln
Suite 7
Billings, Montana, 59102
United States

Professional Background

Year Established
2021
Hours of Operation
Mon-Fri
9am-5pm
Accepted Forms of Payments
EFT
Credit Card
Paypal
Credentials
High School Diploma
CM Russel High School | Great Falls, MT

Associates of Applied Science
MSUB | Billings, MT

Notary Public
State of Montana

QuickBooks Online
Certified ProAdvisor

QuickBooks Payroll
Certified ProAdvisor

IRS Annual Filing Season Program
Record of Completion

About Sum Bookkeeper LLC

I'm a digit loving mom of two who enjoys the water, music, cooking, and working on my house. I also love crunching numbers and organizing spreadsheets!


Originally from the Pacific Northwest, I mostly grew up in Great Falls, Montana, before moving to Billings in 2006 for college.


My whole life I've jokingly been the responsible one who was always good with money. Friends would often ask me to help them save or figure out a budget. I never realized it would lead to a rewarding career where I can play with numbers all day and help people feel confident with their finances!


I have an Associate's Degree in Administrative Assisting, with an accounting focused curriculum that provided a foundation of practical applied knowledge of accounting principles and practices. I’ve worked in various accounting roles since graduating and bring over 16 years of valuable work experience. I’ve handled the books in diverse industries including nonprofit organizations, contracting and construction firms, fine dining and fast-casual restaurants, property management companies, franchises, counseling/therapy practices, fitness centers, even avionics!


I completed the H&R Block Tax Prep Course in 2013 and worked at the Laurel branch for five seasons where I reached the level of Tax Analyst. I've continued to assist individuals and small businesses with their returns and stay current on my continuing education as a participant in the IRS Annual Filing Season Program and member of the National Association of Tax Preparers. 


I am currently working toward becoming an IRS Enrolled Agent; focusing on my clients, kids, and new home. Thanks for stopping by. I can't wait to get to know about your passion and see what I can help you accomplish!

Sum Bookkeeper LLC Specialties