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Lynne Taylor


Cloud Accounting Services for Enterprises (CASE)

Email: lynneatsocalcloudcpa [dot] com

Deep understanding of the integrated relationship between marketing, sales and finance, and core belief that the role of finance is to enhance and value-add to the sales process. Driven by a passion to streamline business practices and processes using efficient and effective technology applications. Past three years of experience have focused on SaaS and cloud-based solutions like, the platform,, NetSuite, Intaact and other integrated applications that allow businesses to easily customize and tailor the technology to the business, rather than the traditional model that forced business to conform to the technology.

CRM,Operations and ERP accounting/finance integrations; project management for system implementations; sales and marketing analysis and support; financial planning and analysis; SOX, cost accounting support; banking and legal relationships; traditional accounting and financial reporting (SEC, consolidations, industry/business specific); budgets and forecasting; cash flow management; workouts and trouble company restructuring; tax planning and preparation



Principal : Cloud Accounting Services 4 Enterprises - []
Interested in moving accounting and finance to the cloud? Wondering how you can integrate your CRM and/or core operations applications with "back end" solutions? We're on the CASE - providing planning, implementation, conversions and integrations expertise for apps like Xero,, NetSuite, Intacct, QBOE, Wave Accounting, Freshbooks, etc. CASE is independent, and doesn't promote any one application provider, but rather works with companies to evaluate the best solution based on their unique requirements. But CASE is committed to SaaS solutions, so if you are not ready to move to the "cloud" we are not the answer!

Business Analyst, Project Manager : WCAFC - []
IT Applications/Systems experience, including planning, configuration, training, implementation, conversions, integrations: SAP (FI/CO, BI-now EDW) (system conversion and integration experience); JD Edwards OneWorld; Oracle; MAS 200/500; Great Plains;, FinancialForce, Intacct, NetSuite Industries: Health Sciences, Manufacturing, Software, Internet, Telecommunications, Distribution, Wealth Management Education, Professional Services (Architects, Civil Engineers, Law), Consumer Packaged Goods (Beverages, Wines and Spirits), Utilities; Specialty Construction and Contracting Companies: Idex Health & Sciences (publicly traded); Insituform Technologies (publicly traded); Versata (pre-IPO); Advanced Fiber Communications (publicly traded); Sempra Energy (publicly traded); Allied Domecq (publicly traded, UK hdqtrs); Hydrofarm (private); (private); Live Out Loud (private)



BS, Marketing and Management : University of Oregon

MBA, Finance : San Diego State University

Professional Certification, Accounting : University of California-San Diego