Cloud Accounting Delivery Method

Note: These delivery methods are only for the accounting and bookkeeping service and do not pertain to the CFO services.

Working Together

How Lynbrook Financial Services Works with your company

Getting Started

Introduction

On this call we will look at your current situation, assess your goals and vision and find out if Lynbrook is a good match for your business.

Evaluation

We will open a dialog assessing your business needs, and gaining a full understanding of your industry and business needs. We can also complete a shared review of your financials.

Proposal

We will then provide a proposal for your accounting needs based upon our assessment.

Implementation

We will set a timeline of dates for the individual accounting items that we will take on. The timeline will include training, IT, and communication tools. We will then start completing your accounting, that simple!

Online

Employee at the company uploads the financials onto the server after scanning the documents.
Lynbrook accountant updates the financials for the company using the financial software of the company.
You then have the financials and full access to the accounting system (e.g quick-books) and you have complete 24/7 access to review the financials and email us with any changes you see would be appropriate.

Remote

Employee at the company uploads the financials onto the server after scanning the documents.
Lynbrook accountant connects to your computer through VPN and update the financials with accounting software on our end.
Once completed, the financials will then be saved and updated on to your system where you can access them.

Offline

Employee at the company upload the financials onto the secure server.
The financials are updated using the accounting software that has been chosen.
The updated financials are then transferred back to the secured server, where they can be downloaded and used by the employee.