Creating a Consultative Firm with Holly DeVito

Show Summary

You’ve heard it a million times: You need to make your firm consultative. But you hear it from outside experts. What if someone that did it themselves shared their insights? That’s exactly what Holly DeVito brings to us today, on this episode of the Grow My Accounting Practice Podcast.

Our Guest

Holly’s goal is to provide reliable, accurate and cost-effective accounting solutions for each of her clients through her demonstrated knowledge, professionalism, and trustworthiness, attention to detail and passionate commitment to customer satisfaction. A Certified QuickBooks Pro Advisor, Holly brings more than a decade of business experience in a variety of industries including: Property Management, Financial, Clothing Design, Real Estate, and Non-profit Organizations.

Before Sum of All Numbers, Holly was the Chief Financial Officer for the American Red Cross, where she managed a full accounting staff and worked closely with the Board of Directors in making financial decisions for the organization. She understands firsthand the hardships and successes small business owners face and has used this knowledge to help hundreds of clients launch their own businesses. The primary focus of Sum of All Numbers is to provide small business owners with the tools they need to effectively manage their own business financials. Holly and her team provide simple solutions for gathering financial data to guide business owners to sound financial business decisions. Her passion for assisting small businesses led to the establishment of Sum of All Numbers. Holly studied International Business Management at Brigham Young University Hawaii and Utah State University.