Financial Reporting | Workflow Optimization | Bookkeeping & Payroll

Elevating Your Business with Better Numbers

Tailored Financial Solutions for Your Unique Business

Just as your business is one-of-kind, our services are designed to be a perfect fit for your needs. We understand that you know your business best, which is why our advanced technology and service packages are customized to match your specific requirements, budget and growth trajectory. Whether you’re seeking workflow optimization, essential bookkeeping support, or comprehensive financial and payroll outsourcing, we’re here to support you precisely where, when and how you need it.

Financial Reporting & Month End Close

Financial Reporting & Month End Close

Unlock the power of precise financial reporting and effortless month-end close with our expert services. We’ll transform your financial data into clear, actionable insights, enabling you to make informed decisions with confidence. Say goodbye to stress and hello to streamlined operations. Let us handle your financial reporting and month-end close, so you can focus on what you do best – growing your business.

Financial Workflow

Financial Workflow Optimization

Transform your financial operations with our financial workflow optimization services. We specialize in streamlining processes, enhancing efficiency, boosting your bottom line. Say goodbye to tedious manual task and welcome a new era of productivity. Elevate your financial performance and reduce costs with our expert guidance. Ready to optimize your financial workflows? Let’s embark on this journey together.

Bookkeeping & Payroll Solutions

Bookkeeping & Payroll Solutions

Elevate your business with our expert bookkeeping and payroll services. We’re here to simplify your financial tasks, ensuring accuracy and compliance while you concentrate on what truly matters – your business. Say goodbye to the payroll headaches and let us manage your books seamlessly. Partner with us today for peace of mind and more time to fuel your business success.

SUMSOLUTIONS Helps Me Do What I Love

“Taking vast amounts of business data and converting it into actionable information is a challenge to most businesses. It needs to be accurate, timely and, most of all, in a format that management can easily grasp. Linda has perfected the use of technology and easy to follow procedures that delivers reports that managers actually like using.

I’ve known Linda and worked with her firm for over ten years and our mutual clients are thrilled with her services.  As a CPA focusing primarily in the “tax world”, Linda helps me do what I love to do, namely devote more time with clients setting up effective tax planning strategies, deliver complex tax filings and efficiently resolve high level tax inquiries.”

Russ Abrahms, CPA

What a Boon to Business Owners!

“What a boon to business owners! It’s clear, manageable and will deliver its promise to everyone who uses it. This is such a generous sharing of your expertise. For other entrepreneurs like me, I do some of these steps, but still want to hire people like you to do the rest for me.”

Jane Pollak, CPCC, Author


3 Simple KPIs Every Small Business Should Know

Key Performance Indicators (KPIs) are essential metrics that help small businesses gauge their performance and make informed decisions.  While there are numerous KPIs to choose from, focusing on a few critical ones can provide clarity and direction for your...