Lynbrook Financial Services - Cloud Accounting

Lynbrook Financial Services- Cloud CFO

CFO Services Provided:



  1. Participate in key decisions as a member of the executive management team.
  2. Maintain in-depth relations with all members of the management team.
  3. Manage the accounting, human resources, investor relations, legal, tax, and treasury departments
  4. Oversee the financial operations of subsidiary companies and foreign operations if applicable.
  5. Manage any third parties to which accounting or finance functions have been otherwise outsourced.
  6. Oversee the company's transaction processing systems.
  7. Implement operational best practices.
  8. Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package.
  9. Supervise acquisition,due diligence and negotiate acquisitions.
  10. Develop and maintain incentive packages.


Financial Information

  1. Oversee the issuance of financial information.
  2. Review financial forecasts and budgets.
  3. Personally review (Where applicable) Form 8-K, 10-K, and 10-Q filings with the Securities and Exchange Commission (if the company is publicly held).
  4. Report financial results to the board of directors and CEO once a month, and quarterly results and recommendations.


Risk Management

  1. Understand and mitigate key elements of the company's risk profile.
  2. Monitor all open legal issues involving the company, and legal issues affecting the industry.
  3. Construct and monitor reliable control systems.
  4. Maintain appropriate insurance coverage.
  5. Ensure that the company complies with all legal and regulatory requirements.
  6. Ensure that record keeping meets the requirements of auditors and government agencies.
  7. Report risk issues to the audit committee of the board of directors.
  8. Maintain relations with external auditors and investigate their findings and recommendations.


Third Parties

  1. Participate in conference calls with the investment community.
  2. Maintain banking/ Insurance, relationships.
  3. Represent the company with bankers and external investors