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Holly Clawson
Profit First Professional, Founder
Holly DeVito is the founder and CEO of Sums+Solutions, a bookkeeping and payroll services firm that specializes in assisting small business owners with their financial management. She established the company in 2006 after initially helping a client with their bookkeeping, which quickly evolved into a full-time endeavor.145
Professional Background
Before founding Sums+Solutions, Holly served as the CFO at the American Red Cross, where she gained significant experience in financial oversight and management.5 She is also a Certified QuickBooks Pro Advisor, which enhances her capability to provide effective financial solutions to her clients.6
Mission and Services
Holly's mission through Sums+Solutions is to offer simple, actionable financial data that guides business owners in making informed decisions. Her team focuses on increasing profitability for entrepreneurs by streamlining their financial processes.34
Online Presence
Holly is active on LinkedIn under the username hollydevito, where she shares insights related to her field and connects with other professionals.2
Highlights
As you transition into the next season, here are some smart money tips to keep your finances in check. 💡
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Take a look at your expenses over the summer. Were there any unexpected costs? Now’s the time to adjust your budget for the rest of the year.
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Start planning for the last quarter of the year. Whether it’s getting ready for the holidays or setting aside funds for year-end expenses, being proactive now will pay off later.
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Ensure your financials are up-to-date. Some cleanup now can save you a lot of hassle when tax season rolls around.
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Think about where you want your business to be by the end of the year. What investments or changes can you make now to hit those goals?
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Make sure your cash flow is solid as you head into the fall.
Ready to simplify your finances? Our expert services ensure your financial records are accurate, up-to-date, and ready to support your growth! Contact us today!
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Cash flow issues are a common struggle for small business owners. 💸 In a recent segment on the Small Business Radio Show with Barry Moltz (Episode #800, Segment 2), guest Michelle Scribner shares a great tip: Isolate your financial pain points, just like how taxes are set aside, and address them directly to improve cash flow. A proactive approach that helps businesses stay in control of their finances! 👏
🎙️ Listen to the full episode here: https://lnkd.in/gSnVNEvM
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