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

Tax Expert going over tax return for Partnership and C Corp

Fractional CFO

  • Budgeting & Forecasting

  • Financial Planning & Analysis

  • KPI Monitoring

  • Investor Dashboard

Growth
Consulting

Fractional CFO meeting Clients

Growth Consulting

  • Business Growth

  • Cost Reduction

  • Operational Efficiency

  • Marketing Strategy

Tax Compliance

CPA reviewing the accounting and finance records

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

eCommerce Client happy with the growth of her company

Accounting & Bookkeeping

Experience financial excellence with our seamless accounting and bookkeeping services. We'll continuously reconcile your books.

CPA reviewing the accounting and finance records

Tax Planning & Compliance

Our tax planning and compliance services are here to simplify the complex world of taxes for businesses like yours. We'll make sure you keep more of your hard-earned money and stay informed about tax changes that could affect your bottom line.

Tax Expert going over tax return for Partnership and C Corp

CFO & KPI Services

We provide your business with the financial leadership and insights you need to make smarter decisions and achieve your goals.

Fractional CFO meeting Clients

Growth Consulting

Get expert guidance and strategic insights to fuel your growth and overcome challenges, so you can achieve long-term success.

Our ERP Solution Partners:

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

Contact us today and let's grow your business together

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