Accounting, Tax & CFO for AI Companies
We keep your books, file your taxes and run your finance function from your first round through Series B. CPA-led, US-based, and fluent in what makes AI companies different: compute costs, usage-based revenue and R&D credits.
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Your Finance Team From Seed
to Series B
Founders shouldn't be reconciling Stripe at midnight. We take over the books, the tax filings and the CFO work so you can build and sell. Start with what you need now and add more as you raise.
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Just Raised?
Start With Clean Books
In 30 minutes a CPA will review your books and tax filings, flag anything investors or the IRS would catch, and give you a fixed monthly price.
Built for AI Companies,
Trusted Across Industries
AI and software companies are our focus. We also bring 15+ years of experience with inventory, multi-entity and project-based businesses, where accounting gets hard.
AI
Startups
Compute and inference costs classified correctly, usage and credit-based revenue under ASC 606, burn and runway, and the SaaS metrics investors ask for.
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.
Free Finance Review
A CPA reviews your books, Stripe, payroll and tax filings, and flags what needs fixing before your next raise or tax deadline.
Fixed-Fee Plan
You get a clear scope, timeline and fixed monthly price. No hourly billing and no scope-creep invoices.
Clean Up & Connect
We catch up and clean up the books, set up a chart of accounts the way investors expect, and connect Stripe, banks, cards, cloud bills and payroll.
Run & Scale
We close your books every month, file your taxes, and add CFO support for board meetings, budgets and fundraising as you grow.
Why AI Founders Choose Lineal
Generalist bookkeepers treat an AI company like any other SaaS business. It isn't. Your biggest cost is compute, your revenue is often usage-based, and your tax picture includes R&D credits and QSBS. We build your finances around that.
CPAs on Every Account: Licensed professionals own your numbers. No offshore queue. 100% US-based.
Real AI Unit Economics: We split compute and inference costs correctly between cost of revenue and R&D, so your gross margin holds up when investors dig in.
Startup-Stack Native: We work in QuickBooks and NetSuite (QuickBooks ProAdvisor, Oracle NetSuite Solution Provider) and connect the tools startups run on, like Stripe, Mercury, Brex, Ramp and Gusto.
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.
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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.
