Outsourced Accounting, Financial, and Tax Services
Lead with confidence. Grow with purpose. Whether you’re scaling fast or steady, the skilled professionals at Lineal CPA work behind the scenes to ensure your financial footing keeps pace with your ambition.
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Skilled Accounting Support We Offer
Every business has unique financial demands. Our services are built to meet you where you are — and take you where you want to go, with clarity and control.
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Managed Accounting & Bookkeeping
Get accurate, timely financial data to make smarter decisions. We handle everything — from reconciliations and invoicing to cash flow and reporting — so your records stay clean and your focus stays forward.
Tax Compliance & Planning
Taxes shouldn’t slow you down. We simplify compliance and uncover planning opportunities, helping you reduce liabilities and optimize your position, especially during rapid growth.
Fractional CFO Services
Enjoy executive-level financial leadership without the full-time cost. Our seasoned CFOs offer insight-driven strategy, operational oversight, and clear financial direction to help your business grow with confidence.
Let’s Move Your Finances Forward
Partner with Lineal CPA and gain a team that’s committed to strategy and growth — start the conversation today.
Industries We Know Inside and Out
You don’t just need a financial partner, you need one who understands your world. At Lineal CPA, we tailor our approach to the pace, pressure, and priorities of your industry, helping you stay sharp, agile, and ahead.
SaaS
& Technology Companies
Innovation doesn’t pause for accounting. We help tech leaders maintain financial visibility, manage burn rates, and prepare for growth milestones like funding rounds or exits.
Health
& Beauty Companies
From product launches to studio expansions, we understand the pace and complexity of this space. Lineal keeps your finances clean and compliant, so you can focus on building your brand.
eCommerce
& Retail Businesses
Margins, inventory, and multi-channel operations — retail is fast and complex. We bring clarity to your numbers, streamline reporting, and help you scale with confidence.
Wholesale
Distributors
You move products — we move data into actionable financial insights. From cost tracking to cash flow forecasting, we help distributors optimize every layer of their operations.
Food
& Beverage Companies
Whether you’re growing a local kitchen or scaling distribution nationwide, we help F&B businesses manage costs, stay compliant, and plan for sustainable growth.
Why Choose Lineal CPA for Your Accounting Needs
We’re not here to complicate accounting, we’re here to make it work better for your business. Backed by experience and built for flexibility, Lineal CPA helps you stay focused, informed, and always a step ahead.
15+ Years of Real-World Experience
We’ve supported businesses across industries for over a decade. That means sharper insight, fewer missteps, and solutions that actually fit.
Straight Talk, Upfront Estimates
Our consultations are free, and so is the clarity. You’ll always know what to expect, with no hidden fees or vague pricing.
Remote-Ready and Easy to Reach
We work with clients nationwide through video calls and modern tools, offering responsive support without the need for in-person meetings.
Flexible Scheduling, No Penalties
Change happens. We don’t charge for cancellations or reschedules — because good service should never be rigid.
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.
Frequently
asked questions
The cost of accounting services varies based on the scope and complexity of your needs. At Lineal CPA, we offer flexible pricing tailored to each client, whether you need basic bookkeeping, full-service accounting, or CFO-level support. We provide upfront estimates during your free consultation, so you know exactly what to expect with no hidden fees.
A small business should consider hiring a CPA when finances become too complex to manage in-house, such as during growth, tax season, fundraising, or regulatory changes. A CPA brings insights that go beyond basic bookkeeping, helping you make informed decisions, stay compliant, and plan strategically.
Yes, when done right. At Lineal CPA, we secure document portals and follow strict internal protocols to protect your financial data. Security is built into everything we do, so you can outsource with confidence.
Partner with Lineal CPA and Move Forward with Confidence
Take the next step toward better accounting, smarter decisions, and lasting growth — your business deserves nothing less.