Lineal CPA works in the accounting and financial management sector with a specific focus on cloud-based systems. The firm positions itself around NetSuite expertise, helping mid-sized businesses transition from QuickBooks and optimize their financial operations. They've built their practice around combining traditional CPA credentials with technical knowledge of modern accounting platforms.

The firm offers several service categories that businesses can choose from based on their needs. Managed accounting services cover bookkeeping, accounts receivable and payable, monthly close processes, and balance sheet reconciliation. Fractional CFO services provide part-time financial leadership for companies that need strategic oversight but don't require a full-time executive. Tax compliance and planning services handle federal, state, and local requirements with a flat-fee pricing structure.

NetSuite implementation represents a core part of their business model. The team handles system configuration, data migration from existing platforms like QuickBooks, and staff training to help employees adapt to the new software. They also provide ongoing NetSuite accounting management, which includes technical accounting, GAAP compliance, and custom dashboard creation for financial reporting.

Eight industry verticals receive targeted attention from the firm. SaaS and technology companies get help with revenue recognition and subscription billing models. E-commerce and retail businesses work with them on multi-channel inventory management and cost tracking. Health and beauty companies need batch tracking and regulatory compliance reporting. Real estate and construction firms use their job costing and progress billing services. Wholesale distributors benefit from landed cost calculations and vendor rebate management. Food and beverage businesses get recipe costing and perishable inventory valuation. Professional services firms receive project-based accounting and client profitability analysis. Manufacturing companies work with them on bill of materials costing and production variance analysis.

The firm holds official recognition as an Oracle NetSuite Solution Provider Partner and maintains QuickBooks ProAdvisor certification. All staff members carry CPA licenses, and the founder's background includes experience as a tax auditor. The team approach means clients work directly with certified professionals rather than junior staff or bookkeepers.

Pricing varies depending on the service type and client needs. Hourly rates fall between $200 and $300 for standard accounting work. The firm emphasizes fixed monthly pricing for ongoing services, which they say eliminates surprise fees and scope creep. NetSuite accounting services use customized pricing based on each business's specific requirements. Tax services operate on a flat-fee basis with no additional charges for extra forms or schedules.

The onboarding process follows four stages that the firm outlines on their website. Discovery consultations let CPAs learn about current systems and business objectives. Detailed proposals come next with clear scope, deliverables, timeline, and fixed pricing. Implementation and training cover system configuration and staff education. Ongoing support includes regular financial reporting and system optimization as the business grows.

Contact options include a phone line at 866-224-1491 that clients can use to schedule consultations or ask questions. The firm accepts payments through multiple channels including credit cards, Apple Pay, Google Pay, PayPal, Stripe, Venmo, Zelle, cash, and checks. New customers typically start with an introduction call where staff answer questions before beginning any work.

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