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Lineal CPA

San Francisco, CA | Dallas, TX | Raleigh, NC | Schaumburg, IL, Cook

(6)

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Get a free quote from this professional

‘21 Certificate of Excellence, 2021

About

Lineal CPA is a boutique full service accounting firm focused in supporting growing businesses with our tax and accounting expertise. We are the leading firm by delivering quality and value to our clients. We take a great pride in our tax expertise and our staff includes former tax auditors with 10+ years of experience. We work with QuickBooks Online, Xero, Sage Intacct and NetSuites.

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7 hires on Bark

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Reviews (6)

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5/5

6 customer reviews

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7 January 2021

Great service! Friendly, responsive, knowledgeable! Wouldn't hesitate to recommend.

4 January 2021

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.

4 December 2020

Job well done. Good job on the quick books to Intacct implementation

20 January 2020

service as discussed. Filed the returns as discussed during the initial consultation. Also provided some tax planning with the business return.

9 January 2020

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. Look forward to working with them next year, More...

7 June 2019

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 More...

Q&As

We are a full service accounting firm which provides weekly, Bi-weekly, Monthly and Quarterly accounting services including Payroll processing, Bank Reconciliation, Fixed Asset Schedule maintenance, AR, AP, etc.

It is important for you to have access to accurate financials records in timely manner so you can take important business decision and also make sure that you are ready for the tax time.

I love to watch our clients grow from a 1 person company to a multi-national company and knowing that we were a part of the growth.

After working for public accounting and as a former tax auditor of fortune 500 companies, I wanted to start helping small and mid-size businesses in their growth.

We offer top notch service at an affordable price and we are always available to answer any questions that you may have any time of the day via email or call.

We offer all of our service remotely through weekly and monthly Zoom calls. We are always a phone call away.

We are encouraging virtual meetings to all of our clients and have made technological improvements within our firm to enable us to service our clients remotely during these tough times.

Services

We give you the freedom to focus on your business, knowing you'll receive accurate, detailed books every month. We work with QuickBooks Online, Xero, Netsuite and Intacct.

At Lineal, we will review your finances through a tax lens to guide you toward better decisions for your family and business, helping you grow and protecting your future.

We begin with independent, objective audits of your financial statements. Using data-driven methods, our team provides deep insights into your business as well as recommendations for improvement.

Your CFO can develop customized financial reports based on the KPIs that matter to your business to see what’s working and what’s not.