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Get a custom proposalAccounting, Bookkeeping & NetSuite Setup Services
Lineal CPA is a boutique, full-service tax and accounting firm built for growing, modern businesses. We combine traditional CPA rigor with deep expertise in cloud platforms like NetSuite, QuickBooks, and Xero to give founders and finance teams real-time financial visibility and control. Our team is 100% US-based and includes only licensed Certified Public Accountants, former tax auditors with 10+ years of experience, and NetSuite-certified experts who understand both the numbers and the systems behind them.
With 15+ years of experience and 200+ clients served nationwide, Lineal CPA supports businesses at every stage: from SaaS startups and eCommerce brands to health & beauty, food & beverage, professional services, manufacturing, real estate, and wholesale distribution. We specialize in managed accounting and bookkeeping, tax compliance and planning, outsourced/fractional CFO services, NetSuite implementation and accounting, and QuickBooks-to-NetSuite migrations. By blending financial expertise with cutting-edge cloud systems, we streamline monthly closes, strengthen reporting and KPIs, and help leadership teams make smarter, data-driven decisions.
Our focus is on delivering quality and value through proactive guidance, transparent communication, and clear, predictable pricing. Whether you need hands-on help with day-to-day accounting, a strategic fractional CFO for fundraising and growth, or a partner to modernize your tech stack with NetSuite, Lineal CPA acts as an extension of your finance team.
Lineal CPA is an authorized Oracle NetSuite BPO Partner.
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Min project size
$10,000+
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Hourly rate
$200 - $300 / hr
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Employees
2 - 9
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Locations
Schaumburg, IL
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Year founded
Founded 2010
4 Locations
- Schaumburg , IL
- Raleigh , NC
- Dallas , TX
- San Francisco , CA
Service Lines
- Financial Consulting
- 30%
- Fractional CFO Services
- 25%
- Accounting
- 20%
Select Focus Area
- General Accounting Focus
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- Bookkeeping
- 40%
- Financial Audit
- 10%
- Accounting Software Specialist
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- ERP Solutions
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- ERP Implementation
- 5%
- ERP Selection
- 5%
- Other ERP
- 5%
- Financial Consulting Focus
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- Cost Reduction Consulting
- 10%
- Fractional CFO Services
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- Business Cost Structuring
- 20%
- Financial Gap Analysis
- 20%
- Cash Flow & Budgeting Management
- 15%
- Financial Decision-Making
- 15%
- Internal Financial Controls
- 15%
- Profit Maximization & Dividends
- 15%
- Tax Focus
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- Tax Consulting
- 25%
- Tax Preparation
- 20%
- Tax Audit
- 5%
Industries
- eCommerce
- 20%
- Consumer products & services
- 15%
- Information technology
- 15%
- Non-profit
- 15%
- Financial services
- 10%
- Legal
- 10%
- Advertising & marketing
- 5%
- Manufacturing
- 5%
- Other industries
- 5%
Clients
- Midmarket ($10M - $1B)
- 70%
- Small Business (<$10M)
- 20%
- Enterprise (>$1B)
- 10%
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Our Story
Founded in 2010, Lineal CPA was built to bridge the gap between traditional accounting and modern cloud systems. Our mission is to give growing businesses financial clarity, smarter systems, and trusted guidance.
With a team of licensed CPAs and NetSuite experts, we lead with integrity, excellence, and transparency, helping clients scale confidently through clear data, streamlined operations, and long-term partnership.
Locations (4)
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