Sum of It All is led by Paul Caswell, a knowledgeable and detail-oriented person who has been doing bookkeeping and preparing taxes for over 35 years. He is a certified Professional Bookkeeper and he holds Intuit badges of completion in Bookkeeping, Quickbooks Pro Advisor Level 1, Quickbooks Pro Advisor Level 2, and Payroll. Paul also has a BS in Economics with an emphasis in Accounting from Allegheny College.

Paul enjoys teaching others about financial literacy including how to interpret financial statements so that business owners can make sound decisions. He also thrives on organizing business owners’ financial affairs. His Greek background makes him calm, cool, and collected in stressful situations, which ends up putting clients’ minds at ease.

It’s no wonder Paul is able to create organization and calm out of chaos. He has been a public school teacher for the past 34 years, most recently in kindergarten. When not doing bookkeeping, taxes, financial consulting or teaching, Paul enjoys reading, crafting, and traveling with his husband, Peter, and playing with their dogs at home in Winter Garden, Florida.