ABOUT
WHO ARE WE?
Sum-it CPA is an accounting firm that offers a wide range of services including Taxes, Accounting, Bookkeeping, Consulting, Advisory Services, Tax Planning & Payroll.
​
Our services are tailored for small businesses and high net worth individuals. What makes us unique is that when you reach out to us, you will directly connect with a CPA who will provide personalized attention to your financial needs.
We are dedicated to helping our clients achieve their financial goals and navigate through complex financial regulations with ease.
OUR TEAM
Meet the professionals behind Sum-it CPA.
Keri Linford
CPA, Owner
Keri founded Sum-it CPA in 2004 with a vision to empower businesses through strategic financial management and tax planning. Keri is deeply passionate about helping businesses and individuals thrive by optimizing their financial strategies to maximize savings on taxes. Her expertise and dedication have earned her a reputation for delivering personalized, results-driven financial advice. Prior to establishing her accounting firm, Keri enjoyed a successful career as a professional skier for 10 years, cultivating a love for the mountains that continues to inspire her today. She finds joy in skiing, snowmobiling, waterskiing, mountain biking, and dirt biking with her amazing husband and their two boys.
​
​Education & Certifications
Keri is a Certified Public Accountant licensed in the state of Utah. She earned a both a Bachelor's Degree in Accounting as well as a Masters of Accountancy with an emphasis in taxation from the University of Utah.
Holly Simon
CPA
Holly has worked in many industries, including banking, utilities, and clinical research. Holly has been with Sum-it CPA since October 2018. She likes the challenge of meeting the needs of a wide variety of small businesses, and working to help them grow. Outside of accounting and tax, Holly enjoys baking, spending time with her family, and volunteering. ​​​​
​​​​​​​​​
Education & Certifications​
Holly is a Certified Public Accountant Licensed in the state of Utah. She earned a Bachelor's Degree in Accounting from Southern Utah University and a Master of Accountancy with an emphasis taxation from the University of Utah in 2012.
Brittany Thurston
Accountant
Prior to joining our team Brittany worked for nearly 15 years in the banking industry. With her background in communications and experience in the banking industry she brings a valuable skill set to Sum-it CPA. She is resourceful and has a knack for problem-solving. She enjoys assisting our clients and is quick to resolve any issues that come up. In her spare time she loves spending time with her family, and she is happiest when she is outside in the sunshine.
​​
Education & Certifications
Brittany Received her Bachelor's Degree from the University of Utah in 2005.