Linda H.

Remote, OR 97458, USA

Helping growing businesses become more profitable, sustainable and financially sound

I’m a finance and accounting executive, consultant, and founder of SumSolutions with more than 35 years of experience helping businesses strengthen financial operations, improve reporting, and build the infrastructure needed to support growth.

I began my career in corporate finance and accounting and later became an early pioneer in remote accounting services, building SumSolutions long before outsourced and virtual accounting became commonplace. My experience spans financial operations, controll…

Linda H.

Work

  • Every Growing Business Hits a Ceiling — 5 Diagnostic Questions
    I authored a business brief that presents five diagnostic questions to help growing business owners recognize when financial and operational symptoms reflect deeper structural issues. I outlined the specific signs to watch for—e.g., revenue growth without cash, conflicting reports, and an increasingly reactive owner experience—and explained how to connect those clues so owners can stop solving symptoms and start addressing root causes. The brief emphasizes trusting the story your numbers tell so decisions like hiring, investing, or expanding become clearer.
    Every Growing Business Hits a Ceiling FINAL.pdf
  • Medical Practice Case Study — Late Financials Weren’t the Real Problem

    Medical Practice Case Study — Late Financials Weren’t the Real Problem

    I led a Profitability Evaluation™ for a growing two-location medical practice that assumed late financial statements were the primary issue. My review showed the delays were symptoms of operational and process problems: the accounting file was inaccessible on the CPA’s server, an experienced Practice Manager was keeping accounting moving instead of leading operations, years of manual processes had…
    00_IPE_Acctng Problem_ FINAL.pdf

Experience

  • SUMSOLUTIONS LLC

    SUMSOLUTIONS LLC

    Founder, SUMSOLUTIONS

    Aug 1998 - Present

    SumSolutions is a financial strategy and accounting firm helping growing businesses build stronger financial operations, improve visibility, and create the infrastructure needed to support profitable, sustainable growth. Founded in 1998 as one of the early providers of remote accounting services, SumSolutions has evolved from outsourced accounting into a financial consulting and advisory firm providing fractional and interim accounting, finance, and operational leadership. Our work spans financial reporting and analysis, accounting systems and processes, internal controls, cash flow and profitability, and financial infrastructure. We work with business owners and leadership teams during periods of growth, transition, and complexity—particularly when the business has outgrown its existing financial structure, the numbers are no longer providing the visibility leadership needs, or financial and operational issues are getting in the way of better decision-making.

    • 35+ years of finance, accounting, and operational leadership experience, spanning corporate finance, financial planning and analysis, controllership, internal audit, financial operations, and executive advisory.
    • Founded SumSolutions in 1998, becoming an early provider of remote accounting services and building a consulting practice providing fractional and interim accounting, finance, and operational leadership to small and mid-sized businesses.
    • Built accounting and HR functions from the ground up for a rapidly growing multi-location business, establishing internal controls, financial policies, procedures, and executive reporting.
    • Led the financial integration of two acquisitions, maintaining continuity of financial operations and reporting through the transitions.
    • Rebuilt an accounting function with longstanding accounting issues, improving the reliability of financial reporting and strengthening financial and operational controls.
    • Redesigned inventory, purchasing, and procure-to-pay workflows, improving operational efficiency, accuracy, and accountability.
    • Managed banking relationships and secured financing to support business growth, while providing executive-level financial leadership through periods of significant organizational change.
    • Identified a projected $15 million budget shortfall while in corporate financial planning, enabling leadership to implement corrective revenue initiatives and revise operating plans.
    • Extensive experience with QuickBooks and remote financial operations, combining hands-on accounting knowledge with strategic financial analysis, process improvement, and executive decision support.
  • Pitney Bowes

    Pitney Bowes

    Senior Business Analyst

    Dec 1991 - Jul 1998

    Pitney Bowes is a technology-driven global shipping and mailing company providing digital shipping solutions, mailing innovation, logistics, and financial services to enterprises, small businesses, retail, and government clients worldwide.

    • Developed annual operating plans, financial forecasts, and long-range financial models supporting executive decision-making.
    • Performed financial analysis to identify business trends, operational risks, and opportunities to improve performance.
    • Evaluated capital investment proposals, analyzing financial assumptions, projected returns, and overall business impact.
    • Partnered with operations, marketing, and executive leadership to develop strategic business plans and financial recommendations.
    • Identified a projected $15 million budget shortfall, enabling leadership to implement corrective revenue initiatives and revise operating plans.
    • Presented complex financial analyses and recommendations to senior leadership to support strategic decision-making.

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