One Finance Team for Accounting, CFO & Automation
Your accountant doesn't touch your systems. Your consultant doesn't know your books. Lineal does both: CPA-led accounting, fractional CFO, tax and automation, run as one team.
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Accounting, Systems & Automation
Run as One Team
We're CPAs who also build systems. The people accountable for your numbers also design your close, your reporting and your tech stack, and automation handles the repetitive work.
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Build Your
Finance Engine
In 30 minutes we'll map your current stack, show you where time and cash leak out, and tell you honestly whether we're a fit.
Specialists in Complex
Operating Models
Inventory, subscriptions, multi-entity, job costing. We work where accounting gets hard and automation pays off fastest.
SaaS
& Technology
ASC 606 revenue recognition, deferred revenue, SaaS metrics, and investor-ready reporting, with billing and CRM data flowing straight into the GL.
Health
& Beauty Companies
Lot and expiry tracking, landed costs, and channel-level margins for brands that sell DTC, wholesale and on marketplaces.
E-Commerce
& Retail
Shopify, Amazon, Walmart and eBay payouts reconciled automatically, plus true COGS and SKU-level profitability across every channel.
Real Estate
& Construction
Job costing, WIP schedules, progress billing and change orders, so every project shows real-time profitability.
Wholesale
Distributors
Multi-location inventory, landed costs, vendor rebates and complex pricing, tracked accurately and reconciled every month.
Food
& Beverage
Recipe and batch costing, perishable inventory, traceability, and seasonal cash planning for producers and distributors.
Professional
Services
Project accounting, utilization, time-and-expense, and client profitability for agencies and consulting firms.
Manufacturing
Companies
BOM and WIP costing, production variances, and standard-cost accounting for discrete and process manufacturers.
How We Work
A process refined across 200+ client engagements.
Map Your Stack
A CPA and a systems lead review your books, tools and workflows, and find where time, cash and accuracy leak out.
Fixed-Fee Plan
You get a clear scope, timeline and fixed monthly price. No hourly billing and no scope-creep invoices.
Build & Automate
We clean up the books, set up the right systems, connect your apps, and automate the repetitive work: bank matching, AP, revenue and reporting.
Run & Improve
We run your close every month, deliver reporting you can act on, and keep finding the next process worth automating.
Why Companies Switch to Lineal
We started Lineal because growing companies kept getting stuck between accountants who don't understand their systems and consultants who don't understand accounting. We're both.
CPAs on Every Account: Licensed professionals own your numbers. No offshore queue. 100% US-based.
Automation-First: If a task repeats, we automate it. That means less manual entry, fewer errors and a faster close.
Platform-Fluent: We work in QuickBooks, NetSuite and Sage Intacct, with QuickBooks ProAdvisor and Oracle NetSuite Solution Provider credentials. We pick the right tool for your stage, not the other way around.
Fixed Monthly Pricing: One predictable fee. No hourly billing and no surprise invoices.
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.
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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.
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Job well done. Good job on the quick books to Intacct implementation.
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.
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.
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.
Great service! Friendly, responsive, knowledgeable! Wouldn't hesitate to recommend.
.avif)
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.
We hired the firm for Netsuite consulting they did a great job on onboarding us and monthly accounting on NetSuite.
