Revitalize Sales Strategies for the Digital Marketplace | Lineal CPA Tax, Accounting & Bookkeeping

7 Ways to Customize NetSuite To Your Business Needs

Unlock the full potential of your company and NetSuite investment with these seven ways to customize NetSuite to your business needs.

How NetSuite Elevates the Customer Experience Across Every Function

Every business needs to focus on the customer experience. Discover how NetSuite can elevate CX across functions.

The Top 5 NetSuite Cloud Features to Future-Proof Your Business

Tackle the biggest pain points for scaling your business with these top 5 scalable NetSuite Cloud features.

7 NetSuite Issues and How to Fix Them Quickly

NetSuite is a powerful tool, but like any software, it has its own challenges. Learn how to solve the seven most common NetSuite issues.

What is Netsuite and Why Do So Many Startups Choose It

What is NetSuite, and why do so many startups love it? There are many reasons, so keep reading to learn how NetSuite can solve your biggest pain points.

A Must-Do Checklist for Year-Round Bookkeeping Compliance

If you want your business to remain financially healthy, follow this monthly, quarterly, and yearly checklist for year-round bookkeeping compliance.

5 Benefits of Using Netsuite for Financial Reporting and Analysis

You can transform your business trajectory using NetSuite for financial reporting and analysis. Keep reading to learn about the 5 benefits of using this ERP system.

Is Netsuite Right For Your Growing Company

Every company is unique and requires different processes and workflows to reach the next stage of growth. Keep reading to learn if NetSuite is right for your growing business.

Basic Bookkeeping vs. Advanced Financial Management: Which One Do You Need?

Does your business need basic bookkeeping or advanced financial management? Keep reading to find out.

7 Ways a Fractional CFO Minimizes Tax Risk

Constantly changing tax laws and regulations can overwhelm a growing company. Learn these seven ways a fractional CFO minimizes tax risk.

6 Ways a Fractional CFO Can Secure Funding For Your Business

Securing funding for your business isn’t a walk in the park. It requires strategy, financial expertise, and accurate financial data to tell a compelling financial narrative. Here’s how a fractional CFO can help.

5 Tips for a Successful NetSuite Implementation

Successful NetSuite implementation is about people, processes, and technology. Follow these five tips to drive your business forward.

How Much Does A Fractional CFO Cost?

How much does a fractional CFO cost? Let’s answer many founders’ most pressing questions about making this critical hire.

How to Cut Costs, Not Corners with an Outsourced CFO

How can you cut costs for your startup without hiring a full-time CFO? A fractional CFO is the answer and here’s why.

4 NetSuite Hacks To Optimize Your Supply Chain

To gain a competitive advantage in today’s fast-paced world, you have to stay on top of supply chain challenges. Utilize these 4 NetSuite hacks to optimize your supply chain and boost your bottom line.

7 Common Bookkeeping Mistakes That Hurt Profitability From A Fractional CFO

Are you making these seven common bookkeeping mistakes that are hurting your profitability? Follow the tips in this blog post to protect your bottom line.

6 Budgeting Tips for Business Success from a Fractional CFO

Read these 6 budget tips to help you define a clear financial roadmap for every decision you make as a company, and to drive a culture of financial accountability.

Top 7 Reasons Mid-Market Leaders Choose NetSuite’s Cloud ERP

If you’re managing complex financial situations on outdated systems, it’s time to upgrade to this customized-to-fit-all solution of NetSuite’s Cloud ERP.

When Is The Right Time To Hire A Fractional CFO

When is the right time to hire a fractional CFO? When you meet at least one of these five criteria.

The 7 Best Tax Strategies for Scaling Businesses from a Fractional CFO

As a business, you want your money working for you as efficiently as possible. Follow these 7 best tax strategies to reduce tax liability and grow your business.

5 Financial Metrics Every CEO Should Track

If you do a Google search on important financial metrics for your business, you’ll come up with dozens of “must-have” metrics. But you only need 3-5 to succeed!

10 Ways NetSuite Helps Optimize Cash Flow and Minimize Burn Rate

Are you a founder or CEO struggling with cash flow problems and an out-of-control burn rate? Read the top 10 ways NetSuite can help solve all your biggest financial problems within a single solution.

EBITDA vs. Free Cash Flow: Which Metric Matters More?

EBITDA vs. free cash flow are two financial metrics that often find themselves head-to-head for companies between $2 million and $10 million in revenue. Which is better?

3 Signs Your Business Is In Desperate Need of a Fractional CFO

Do you have leaky cash flow problems, inaccurate forecasting, and a general lack of time or money to manage your organization’s financials? It may be time to hire a fractional CFO to save your business.

Why some businesses choose to execute a pivot strategy

Should your business change its health care plan for next year?

Is it time to upgrade your business’s accounting software?

Small businesses can help employees save for retirement, too

How businesses can reinvigorate strategic planning

Health care self-insurance and stop-loss coverage: What business owners need to know

B2B businesses need a cohesive strategy for collections

Applying for a commercial loan with confidence

A general look at generative AI for businesses

7 common payroll risks for small to midsize businesses

What is a Fractional CFO?

Solid financial reporting can help attract debt and equity financing

Financial reporting plays a key role when a business needs funds for continued operations and strategic investment opportunities.

Did your business buy the wrong software?

No one likes to make a mistake. This is especially true in business, where a wrong decision can cost money, time and resources. According to the results of a recent survey, one of the primary ways that many companies are committing costly foibles is buying the wrong software.

Best practices for M&A due diligence

Participating in mergers and acquisitions (M&A) offers growth opportunities for businesses, but also comes with its share of risks. It's crucial for buyers to have a thorough understanding of the strengths and weaknesses of potential partners or acquisition targets before proceeding with any deals.

Perform an operational review to see how well your business is running

In the wide, wide world of mergers and acquisitions (M&A), most business buyers conduct thorough due diligence before closing their deals. This usually involves carefully investigating the target company’s financial, legal and operational positions.

Tax-favored Qualified Small Business Corporation status could help you thrive

Opting to run your small enterprise as a Qualified Small Business Corporation (QSBC) might be a smart tax strategy.

Navigating Year-End Finances: A Real Estate Broker’s Guide to Cost-Effective CPA Solutions

As a real estate broker, you're accustomed to navigating complex deals and managing a multitude of tasks. However, when it comes to managing year-end finances, even the most seasoned brokers can find themselves in murky waters

Unleashing the Power of NetSuite: Why Your Business Needs an Expert CPA Firm

In the realm of business management, NetSuite stands out as a powerful tool designed to streamline operations and enhance financial visibility.

Financial Mastery Without Full-Time Costs: The Strategic Edge of Fractional CFOs for Tech Leaders

In the ever-evolving landscape of the tech industry, where innovation is the currency of success, financial management plays a pivotal role in shaping the trajectory of your tech firm.

New Year, New Numbers: Top 10 Accounting Priorities for a Smoother Tax Season

As the calendar flips to a new year, business owners find themselves at the threshold of a crucial period—tax season

Countdown to Tax Time: Affordable CPA Strategies for E-Commerce Success

As an e-commerce business owner using the powerful NetSuite platform, the countdown to tax time can bring both anticipation and anxiety.

Key 2024 inflation-adjusted tax parameters for small businesses and their owners

The IRS recently announced various inflation-adjusted federal income tax amounts. Here’s a rundown of the amounts that are most likely to affect small businesses and their owners.

Best practices for effective board meeting minutes

If you think the recorded minutes of your nonprofit’s board meetings are just a formality, think again

Businesses: Know who your privileged users are … and aren’t

Given the pervasiveness of technology in the business world today, most companies are sitting on treasure troves of sensitive data that could be abducted, exploited, corrupted or destroyed

Accounting for M&As

Business merger and acquisition (M&A) transactions have significant financial reporting implications. Notably, the company’s balance sheet will look markedly different than it did before the business combination.

Using QuickBooks to prepare 2024 budgets and forecasts

As year end nears, many businesses and nonprofits are planning for 2024. QuickBooks® provides budget and forecast features to help management make financial predictions, as well as assess “what if” scenarios to help make more-informed business decisions.

Tips for QuickBooks users: 5 mistakes to avoid during bank reconciliation

Reconciling bank accounts is critical to ensuring the accuracy of your company’s accounting records. The primary purpose of a bank reconciliation is to confirm that the transactions recorded in your bank statement match those shown in your accounting records.