Bookkeeping

We’re a team of accounting experts, that are dedicated to your best interests.

Continuous reconciliation of your books

Streamline your financial processes  

Get proactive financial reporting

eCommerce client happy with her performance with Lineal CPA

Bank Reconciliation

We'll ensure your financial records match up perfectly with your bank statements. With us, your accounts will always be accurate and up-to-date, giving you peace of mind and clarity on your businesses financial health.

Accurate Reconciliation

We compare your books with bank statements to make sure every transaction lines up perfectly.

Error Detection & Correction

We find any mistakes and set them right, keeping your accounts accurate and reliable.

Up-to-Date Financials

Make smart business choices with financial records that are always current.

Accrual Accounting

We'll provide a comprehensive view of your financial health by recording revenues and expenses when they're earned, not just when cash changes hands so you can make the best possible decisions for your business.

Timely Tracking

Our accrual accounting service ensures that you recognize revenue exactly when it's earned, providing a true reflection of your income.

Matching Expenses with Revenue

We align your expenses with related revenues, giving you a clear picture of profitability during each period, which is crucial for informed decision-making.

Financial Accuracy

Get an accurate snapshot of your financial health, as accrual accounting depicts a more complete view of your assets and liabilities.

Financial Reporting

We provide clear, detailed reports that show you how your business is doing helping you see where you're making money, where you're spending it, and how you can grow.

Profit Analysis

We break down your earnings and spending to show how your business is really doing, helping you understand your profits better.

Cost Tracking

Keep an eye on what you're spending and where, with reports that make it easy to spot trends and manage your costs.

Growth Opportunities

Our reports highlight areas where your business is doing great and where there's room to grow, so you can focus on what works.

All-Inclusive Services

Everything You Need
for Success

We partner with businesses to handle their taxes, accounting, and consulting needs. Our all-in-one solutions save you time and money, allowing you to focus on what's most important to you.

Fractional CFO
Services

Tax Expert going over tax return for Partnership and C Corp

Fractional CFO

  • Budgeting & Forecasting

  • Financial Planning & Analysis

  • KPI Monitoring

  • Investor Dashboard

Growth
Consulting

Fractional CFO meeting Clients

Growth Consulting

  • Business Growth

  • Cost Reduction

  • Operational Efficiency

  • Marketing Strategy

Tax Compliance

CPA reviewing the accounting and finance records

Tax Compliance

  • Proactive Tax Meetings

  • R&D Tax Credit

  • Quarterly Tax Planning

  • Federal & State Taxes

Bookkeeping

Bookkeeping

  • Dedicated Accountant

  • Bank Reconciliation

  • Accrual Accounting

  • Enhanced Financials

Blue part of Lineal Logo

Our Client Focus
Approach

No matter what industry or growth stage you are in, rest assured that we take customized approach to all clients.

Early Stage of Companies such as Saas and Ecommerce
Early Stage

Our services in accounting and CFO support assist startups in building a robust financial base and steering through their early expansion. We offer tailored solutions designed to address the distinct requirements of emerging businesses

  • SaaS
  • Technology
  • Startups
Growth Stage for Retail, eCommerce and NetSuite Clients
Growth Stage

Our accounting and CFO support is centered on optimizing operations, enhancing financial transparency, and advising on strategic choices. We aid in the success of expanding companies by offering adaptable financial strategies.

  • eCommerce
  • Retail Sales
  • Professional Services
Graph Showing business growth
Scaling Stage

Our accounting and CFO support services focus on sustaining financial equilibrium and managing swift growth. We engage closely with our clients, ensuring they have the support needed to effectively scale their operations.

  • Manufacturing
  • Real Estate
  • Construction

Our ERP Solution Partners:

Hear what our clients say about us:

"Great service! Friendly, responsive, knowledgeable! Wouldn't hesitate to recommend."

John Summers

Position, Company name

"Great support and quick response. Timberley is fun to work with and she works diligently to meet deadline. Vatsal also reacts quickly when we need more supports.."

Peichun

Position, Company name

"Their immediate assistance was the best!"

Patty Garcia

Position, Company name

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Name Surname

Position, Company name

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Name Surname

Position, Company name

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Name Surname

Position, Company name

We hired the firm for Netsuite consulting they did a great job on onboarding us and monthly accounting on NetSuite.

David Ruben

CEO, Darco International

Great support and quick response. Timberley is fun to work with and she works diligently to meet deadline. Vatsal also reacts quickly when we need more supports.

Pei-Chun Chiang

Controller, Arris Composites

Great service! Friendly, responsive, knowledgeable! Wouldn't hesitate to recommend.

John Summers

Business Manager, Gade & Parekh

Great service! I don't usually post reviews but I am happy to do so for Lineal. Probably one of the few very CPAs that I actually enjoyed talking to. More...

Jenna Al

Owner, Symbol Inc

Working with Vatsal was an excellent experience and continues to be. He prepared my annual corporate tax return and still checks in every quarter to make sure business is going smoothly. We will continue to use his service and recommend to others as well

Mark Atkin

CFO, TicTail LLC

Proactive Tax planning service was a first for me and our business benefited a lot from this rather than the once a year tax planning. Great communication as well.

Phil Smith

Founder, Moneta Inc

Job well done. Good job on the quick books to Intacct implementation

Farrah Christensen

Owner, Pelikas LLC

Lineal CPA has been so patient with me as I prepare my first business tax return! He provided me with the tools I needed to be organized and answered my questions promptly along the way.

Lindsay Nicole

Co-Founder, Nicole Weddings

I seek Lineal CPA's help to manage my books and financial statements for the current year, and I am very happy with the service they provided.

Patty Garcia

CEO, Rose Design Co

Contact us today and let's grow your business together

Learn how our personalized approach to financial management can elevate your business.