Bookkeeping. The thing everyone puts off.
Bank statements, credit card statements, PayPal, eBay, Stripe, sales reports and expenses, receipt photos: whatever your business runs on. Answer a handful of plain questions. Walk away with a Profit & Loss your accountant can use.
What were these for?
This is the real Review screen, doing the real thing.
How it works
Bank statements, credit card statements, PayPal, eBay, Stripe, sales reports and expenses, even photos of paper receipts. A whole year at once is perfect. We'll sort out which months are which.
Not a form. A short stack of index cards, one obvious question each. Most owners are done in one sitting.
A Profit & Loss that's actually yours, ready to send to your accountant with one click.
It learns your way
Every business files things a little differently. FirmSum picks up on yours.
FirmSum learns exactly how you file — vendor by vendor, category by category. This year gets done your way from day one.
Teach it your booksYour statements
Already have an accountant?
They see everything you see, can re-file anything, and can ask you a question right here instead of by email. When they mark your year done, you’ll know it.
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