Fractional CFO | Business Accounting | Tax Planning

Business Accounting and Tax Planning with a Fractional CFO

Profitability isn't just a dream. Our experts analyze your finances, uncover opportunities, and guide you to higher profits. Want to make your business thrive financially?

Main image of a happy tax client that has a C-Corp

Every Number has a Story

Our expertise is crafting clear financial narratives, ensuring your numbers do more than add up - they tell a unique story of your business.

KPI Analysis

We will create, monitor and analyze KPIs to improve your business objectives.

Executive Dashboard

Are you tired of receiving a basic Income statement in Excel with no visibility ?

Our 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

Fractional CFO

  • Budgeting & Forecasting

  • Financial Planning & Analysis

  • KPI Monitoring

  • Investor Dashboard

Growth
Consulting

Growth Consulting

  • Business Growth

  • Cost Reduction

  • Operational Efficiency

  • Marketing Strategy

Tax Compliance

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

The story behind our firm

We started Lineal with one main purpose, we want to be an extension of your finance team and help you achieve your business goals with our expertise.

15+ Years of Experience

Dedicated Finance Team

Dashboard & KPIs

Growth Consulting

Our Client Focus
Approach

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

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

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

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

Our ERP Solution Partners:

Contact us today and let's grow your business together

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