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Lynn Solutions

Choose the bookkeeping and financial support your business needs.

Some businesses need reliable monthly books. Others need a cleanup first, better financial systems, a QuickBooks migration, or more useful financial guidance. Start with the problem you are trying to solve, then choose the engagement built to handle it.

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HOW TO CHOOSE

How to choose where to start

The right engagement depends less on your company size than on what is happening in the books and what you need Lynn Solutions to take responsibility for.

How to choose a Lynn Solutions starting engagement
ServiceStart here whenWhat Lynn Solutions handlesWhat you getWhat you still ownEngagement
Monthly Bookkeeping & Outsourced AccountingYour books are reasonably current, but you need someone to keep them that way.Recurring bookkeeping, reconciliations, close work, reporting, and the agreed accounting responsibilities in your scope.Current, reconciled books and a consistent monthly reporting process.Timely records, approvals, business decisions, and anything outside the agreed scope.Ongoing
Cleanup & Catch-Up BookkeepingThe books are behind, unreconciled, incomplete, or unreliable enough that normal monthly bookkeeping cannot start cleanly.Catch-up work, reconciliations, corrections, investigation of material balances, and documentation of unresolved items.Books brought to an agreed starting point, with known exceptions documented.Source records, explanations for unclear transactions, and owner-level decisions.Project
Financial Systems & Workflow ImprovementThe accounting may be working, but the process around it is creating errors, delays, duplicate work, or poor handoffs.Workflow review, accounting-system improvements, supported integrations, process design, testing, and handoff.A clearer financial workflow with defined responsibilities and documented processes.Operational decisions, vendor/tool decisions, and ongoing responsibilities outside the project scope.Project
CFO & Advisory SupportThe books are reliable, but you need better reporting, forecasting, planning, or financial decision support.Financial review, reporting interpretation, forecasting, scenario analysis, and decision support within scope.Financial information organized around the decisions you need to make.Final business decisions, operating execution, and legal or tax decisions that belong with another professional.Ongoing or project-based

QuickBooks Desktop to QuickBooks Online Migration

Lynn Solutions also provides dedicated QuickBooks Desktop to QuickBooks Online migration projects.

WHAT WE DO

Four ways we help businesses get the financial side right.

Want context by industry? See industries we support.

01

Monthly Bookkeeping & Outsourced Accounting

Ongoing support for businesses that need the books kept current, reconciled, closed, and ready to use.

What this includes:

Monthly bookkeeping and reconciliation. Month-end close. Financial reports that show what is actually happening. Payroll coordination. Washington tax filing. Accounts receivable and payable visibility. Software coordination. Owner check-ins. Ongoing outsourced accounting support.

Engagements are scoped to your business. A sole proprietor with one bank account and a contractor with five entities get different levels of work at different price points.

Monthly Bookkeeping & Outsourced Accounting →

02

Cleanup & Catch-Up Bookkeeping

Project-based work for books that need to be caught up, corrected, reconciled, or made reliable before normal monthly work can begin.

What this includes:

Historical cleanup. QuickBooks review. Chart of accounts cleanup. Balance sheet review. Reconciliation repair. Misclassified transaction cleanup. Tax issue review. Process recommendations for going forward.

Cleanup projects are scoped after an initial review. Pricing depends on the condition of the books, the time period involved, and whether ongoing support is needed afterward.

Cleanup & Catch-Up Bookkeeping →

03

CFO & Advisory Support

Financial reporting, forecasting, and decision support for owners who already have reliable numbers and need to use them better.

What this includes:

Financial review meetings. Cash flow review. Budgeting and forecasting. Margin analysis. Scenario planning. KPI tracking. Strategic owner support. Operational finance insight.

Advisory support is for business owners who want someone in their corner on the financial strategy side — not just the bookkeeping side.

CFO & Advisory Support →

04

Financial Systems & Workflow Improvement

Project work for accounting processes, handoffs, and systems that create unnecessary errors, delays, or manual work.

What this includes:

QuickBooks workflow cleanup. Invoicing process improvement. AR tracker buildout. Sales tax workflow review. Software handoff cleanup. Google Sheets reporting systems. Finance process documentation. Workflow automation where appropriate.

This is for businesses where the financial plumbing — the processes, the handoffs, the software — is creating errors, delays, or extra manual work.

Financial Systems & Workflow Improvement →

HOW IT FITS TOGETHER

Not sure which problem you actually have?

If the books are behind or unreliable, cleanup usually comes first.

If the books are current but nobody is consistently maintaining them, start with monthly bookkeeping.

If the numbers are fine but the workflow around them is broken, start with financial systems.

If you are moving an existing QuickBooks Desktop company to QuickBooks Online, use the dedicated migration service once that page is published. Until then, start with the migration guide or book a Fit Call.

If the books are reliable and the question is what the numbers mean or what to do next, advisory may be the better fit.

Not sure where you fit? Book a Fit Call. →

Initial review

Practical next step

Books, workflows, reporting, and visibility, reviewed with a practical next step.

  • Books and reconciliations
  • Reporting and visibility
  • Workflow gaps
  • Next-step recommendations
QuickBooksCleanupAR VisibilityAdvisory

Built for growing businesses

WHO WE WORK WITH

Built for businesses that need more than basic bookkeeping.

Lynn Solutions works with owner-led organizations at very different stages, from straightforward small businesses to complex, multi-state operations. Our experience spans businesses from roughly $100K to $50M in gross revenue, but revenue is not a qualification cutoff. Fit depends on the work, complexity, and level of support needed.

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  • 5 years in business
  • 20+ clients served
  • Experience with $1M–$50M+ businesses
  • Corrected issues overlooked in prior bookkeeping.
  • Helped clients implement better financial processes.
  • Improved workflows behind the numbers.
  • Built reporting systems that gave owners clearer visibility.
  • Caught tax and accounting issues inside QuickBooks before they became bigger problems.

“They are helping me make corrections that have been overlooked in the past and given me great information on best practices and processes going forward.”

Kirsten H., Suburban Realty · Google review

QUESTIONS

FAQ

What services does Lynn Solutions offer?
Lynn Solutions currently offers Monthly Bookkeeping & Outsourced Accounting, Cleanup & Catch-Up Bookkeeping, Financial Systems & Workflow Improvement, and CFO & Advisory Support. A dedicated QuickBooks Desktop to QuickBooks Online Migration service is also being added to the service lineup and will appear here when its service page is published. Other accounting projects may fit within one of these engagements rather than needing a separate service.
How much do Lynn Solutions services cost?
Many of our clients pay $1,500/month as a minimum for full-service work. We also offer scoped packages for smaller businesses whose books are more straightforward. Cleanup and special projects are quoted separately. CFO and advisory support is priced based on scope and frequency. Pricing is discussed after we review your situation.
Can I use more than one service at a time?
Yes. The services describe different kinds of work, not rigid packages. A business might complete a cleanup before moving into monthly bookkeeping, pair monthly bookkeeping with a systems project, complete a QuickBooks migration before ongoing bookkeeping begins, or add advisory once the underlying financials are reliable. The scope should follow the actual problem rather than forcing every need into a separate service.
What is the difference between bookkeeping and outsourced accounting?
Bookkeeping is the process of recording transactions, reconciling accounts, and closing the books. Outsourced accounting goes further — it covers the reporting, workflows, software coordination, and financial management that help a business run smoothly. Lynn Solutions provides both.
Do I need to be in Washington to work with Lynn Solutions?
Lynn Solutions is based in Washington and works remotely with businesses nationwide. Our experience includes businesses with operations in Washington, California, Oregon, Idaho, Texas, and Florida, including multi-state organizations.
How do I know which service I need?
Start with the condition of the books and the problem you need solved. If the books are behind or unreliable, cleanup is usually the first step. If they are current and need ongoing ownership, look at monthly bookkeeping. If the accounting workflow itself is the problem, financial systems may be the right project. If you are moving from QuickBooks Desktop to QuickBooks Online, use the dedicated migration service once it is published. If the books are reliable and you need better reporting, forecasting, or decision support, advisory may fit best. If you are unsure, book a Fit Call.

GUIDES

Related reading before you decide.

Ready to get the financial side of the business under control?

Schedule a consultation. We will look at where your books, systems, and reporting stand today, and whether Lynn Solutions is the right fit.

Schedule a Consultation

Or call 253-353-2675