Managed Accounting & Bookkeeping Services
Transform your financial operations and unlock growth potential with professionally managed accounting services from Lineal CPA’s experienced bookkeepers and accountants.
Full-Spectrum Accounting Support for Growing Companies
Accounting is the backbone of every successful business. Our comprehensive accounting services ensure your financial records are accurate and balanced, handling everything from bank reconciliations and invoicing to cash flow management and year-end reporting. Here’s how we can help.
Daily Bookkeeping & Transaction Management
Maintain accurate financial records with careful daily bookkeeping that captures every transaction, reconciles accounts, and ensures your books reflect real-time business performance.
- Daily Transaction Recording
- Bank & Credit Card Reconciliation
- Accounts Receivable Management
- Accounts Payable Processing
- Bank Feed Integration
- Expense Categorization
- Multi-Currency Transactions
Month-End Close & Financial Reporting
Close your books in as little as two days with our comprehensive financial reporting that provides clear insights into your business performance and supports strategic decision-making.
- Financial Controller Services
- Balance Sheet Reconciliation
- Income Statement Preparation
- Cash Flow Statements
- KPI Dashboard Creation
- Adjusting Entry Review
- Management Report Package
Accrual Accounting & Revenue Recognition
Gain a complete picture of your financial position with proper accrual accounting that records revenues and expenses when earned or incurred, giving you peace of mind regarding compliance and accuracy.
- Revenue Recognition Compliance
- Payment Platform Reconciliation
- Inventory & COGS Management
- Prepaid Expense Tracking
- Fixed Asset Depreciation
- Deferred Revenue Accounting
- Global Consolidation Support
Accounts Payable & Receivable Management
Optimize cash flow and reduce administrative burden with streamlined AP/AR processes that ensure timely payments, maintain vendor relationships, and accelerate collections.
- Invoice Processing & Distribution
- Bill Payment via Bill.com
- Collections Management
- Vendor Relationship Support
- DSO Tracking & Analysis
- Payment Terms Optimization
- Aging Report Management
Inventory & Order Management Systems
Streamline operations with integrated inventory management that tracks costs, manages orders, and provides real-time visibility into your supply chain performance.
- Sales Order Processing
- COGS Reconciliation
- Inventory Adjustments
- Purchase Order Management
- Vendor Prepayment Tracking
- Stock Level Monitoring
- Order Fulfillment Support
Payroll Processing & Compliance
Ensure payroll is processed accurately and on time with comprehensive support that handles calculations, tax withholdings, and regulatory compliance across all jurisdictions.
- Payroll Reconciliation
- Tax Withholding Management
- Benefits Administration Support
- Time Tracking Integration
- Compliance Reporting
- Multi-State Processing
- Year-End W2/1099 Preparation
Transform Your Accounting Today
Stop struggling with bookkeeping bottlenecks and get the support you need. Professional accounting services are just a conversation away. Contact Lineal CPA today.
Maximize value with
Managed Accounting & Bookkeeping
Why Professional Accounting Matters
Expert bookkeeping transforms financial management from a burden into a strategic advantage for growing businesses. As a key facet of your business success, professional accounting is worth the investment.
Smart Financial Investment
Cut your accounting expenses nearly in half while gaining access to seasoned professionals. Avoid the overhead of full-time staff while getting tangible results and expertise.
Precision You Can Trust
Eliminate costly errors and compliance issues with our meticulous attention to detail. Professional oversight means accurate books, on-time filings, and peace of mind, always.
Growth-Ready Infrastructure
Your accounting needs change as you expand. Our flexible approach adapts seamlessly to increased complexity without missing a beat or needing new hires.
Where Our Accountants Make a Difference
Our deep sector knowledge combined with accounting excellence delivers results across diverse business environments, including:
SaaS & Technology Companies
Navigate complex subscription accounting with expertise in recurring billing, contract accounting, and key performance indicators that investors demand.
Health & Beauty Companies
Stay compliant while managing inventory, patient billing complexities, and the unique accounting needs of medical and beauty businesses.
eCommerce & Retail Businesses
Master the complexity of omnichannel sales with precise tracking across platforms, fee reconciliation, and real-time inventory valuation.
Real Estate & Construction
Track project finances accurately with specialized knowledge in construction accounting, tenant management, and development phase reporting.
Wholesale Distributors
Optimize supply chain finances through expert purchase management, margin tracking by SKU, and vendor performance analysis.
Food & Beverage
Handle high-volume daily transactions with ease using our expertise in cash management, food cost analysis, gratuity reporting, and location-specific accounting.
Professional Services Firms
Perfect your project-based finances with time tracking integration, retainer management, and professional billing compliance.
Manufacturing Companies
Control costs through detailed job tracking, materials management, and overhead distribution across production lines.
Accounting Systems 
We Support
Lineal CPA provides implementation and optimization across major accounting platforms. We guarantee seamless financial operations regardless of your current system.
NetSuite
Complete NetSuite implementation, customization, CFO solutions, and ongoing support for enterprise-level financial management.
Xero
Cloud-based accounting solutions with real-time financial reporting and streamlined bookkeeping processes.
QuickBooks
From basic bookkeeping to advanced QuickBooks optimization and migration to more robust systems when needed.
Sage
Comprehensive Sage accounting support for businesses needing detailed financial reporting and compliance.
Why Choose Lineal CPA for Your Managed Accounting Needs?
We know you have options, but not all accounting firms will provide the same return on investment. Experience matters when trusting someone with your financial records. Here's why businesses choose our managed accounting services:
10+ Years of Experience
Over fifteen years of managing books for diverse businesses gives us the insight and confidence to handle any accounting challenge efficiently.
Advanced Platform Mastery
Our team's deep NetSuite certification means we leverage technology to deliver superior results and insights for your business.
Risk-Free Exploration
Start with a complimentary assessment and transparent pricing. We want you to understand exactly what you'll receive before making any commitment.
Modern Service Delivery
Connect with your team via video from anywhere. Adjust services as needed without penalties or long-term obligations.
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.
Streamline Your Books & Strengthen Your Bottom Line
Turn your finances into your greatest business asset with Lineal CPA on your side. Schedule a consultation to get started.
Frequently
asked questions
If you're spending several hours a month—or even each week—on bookkeeping, it's likely time to hire professional help. Partnering with managed accounting services allows you to focus on growing your business while gaining faster access to accurate financial insights. Most businesses see immediate ROI through time savings and error reduction.
Technically, yes. While it's possible to manage your bookkeeping independently, DIY bookkeeping often comes with hidden costs. Inefficiencies, human errors, missed tax deductions, and lack of financial insights can largely impact your business's growth and profitability. This is why professional bookkeepers are preferred; their expertise saves money in the long run.
Not at all. Modern bookkeeping encompasses financial analysis, process optimization, compliance management, and strategic support. Professional bookkeepers handle vendor relationships, expense tracking, financial reporting, and provide insights that drive business decisions. They're financial partners, not just data processors.
No, they serve complementary but different roles. A full-charge bookkeeper handles comprehensive day-to-day financial operations, including recording transactions, reconciling accounts, and producing financial statements. An accountant analyzes this data for tax planning, strategic advice, and compliance. Both roles are essential for complete financial management.
Bookkeepers commonly use software like QuickBooks, Xero, and NetSuite to streamline processes and maintain real-time financial accuracy. They can also help with implementing new accounting systems tailored to your business's unique needs.