LNB Accounting

What LNB Accounting does

LNB Accounting is a privately held CPA firm founded by Lilas Baketa and headquartered in Concord, California, with a second office in Mountain View serving the broader San Francisco Bay Area. The firm delivers professional accounting services organized around three integrated pillars: Audit and Assurance, Client Advisory Services (CAS) Accounting, and Financial Due Diligence, supported by a full tax practice covering business, individual, and international/US expat engagements. Services are delivered by a team of 1-10 employees using industry-standard accounting platforms — QuickBooks, Sage, and NetSuite — for bookkeeping, financial reporting, and advisory work, with a secure client portal (Suralink) for document exchange.

The firm operates a vertical-specialization model, building dedicated service modules for technology startups, venture capital funds, real estate and contractors, nonprofits, government contractors, professional services firms, cash-based businesses, and high-net-worth individuals. Distinguishing capabilities include ASC 606 revenue recognition for SaaS companies, DCAA compliance for contractors, fund accounting for VC firms, and multilingual French-language service. According to the firm, its due diligence packages have helped tech clients secure over $100M in combined funding in a single year.

LNB's go-to-market is consultation-driven and relationship-focused, with complimentary initial consultations and customized quote-based pricing typically structured as multi-year engagements. The firm augments direct sales with a content-led marketing engine spanning a blog, monthly newsletter, webinars, podcasts on Spotify/YouTube, a free Due Diligence Playbook, and active presence on LinkedIn and Facebook. No outside funding has been disclosed, and the firm remains independently owned and operated.

Name

LNB Accounting

Legal name

LNB Accounting

Website

https://lnbaccounting.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

LNB Accounting is a privately held CPA firm based in Concord and Mountain View, California, providing audit and assurance, client advisory, financial due diligence, and tax services to Bay Area clients across technology, venture capital, real estate, nonprofit, government contractor, professional services, cash-based, and high-net-worth segments.

Ownership category

akta.pro rank

Product category

Accounting & CPA Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• CPA audit services
• Tax advisory services
• Financial due diligence
• Client advisory services
• Bay Area accounting firm

Headquarters

HQ city

Concord

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Audit and Assurance Services: Independent financial oversight and reporting support for audits, compliance requirements, and external financial review processes. This is a professional service engagement model typically billed on fixed fee or hourly basis.
2. CAS Accounting Services: Client Advisory Services providing ongoing financial reporting oversight and advisory-focused CPA support. Typically structured as recurring engagements for continuous client support.
3. Financial Due Diligence Services: Transaction-related financial analysis and evaluation services to assess financial reporting accuracy, operational trends, and risks before major financial decisions.
4. Tax and Accounting Services: Tax preparation, planning, compliance, and financial consulting services including business tax, individual tax, and international/US expat tax services.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

LNB Accounting is a Bay Area CPA firm delivering three integrated service pillars—Audit & Assurance, Tax & Advisory, and Financial Due Diligence—alongside specialized industry support for technology, venture capital, real estate, nonprofits, government contractors, and high-net-worth individuals. The firm uses QuickBooks, Sage, and NetSuite to provide bookkeeping, tax preparation, payroll, and business advisory services, and serves French-speaking communities throughout California.

Product overview

LNB Accounting is a CPA firm offering a comprehensive suite of accounting, tax, and advisory services organized around three integrated service pillars: Audit & Assurance, Tax & Advisory, and Financial Due Diligence. Their core services include Audit and Assurance Services, CAS (Client Advisory Services) Accounting Services, and Financial Due Diligence Services. They provide specialized tax services including Business Tax, Individual Tax, and International & US Expat Tax services. The firm also offers industry-specific solutions for Technology Companies (including SaaS Financial Management, Growth Capital Support, R&D Tax Strategy, GAAP Compliance, Cash Flow Optimization, International Expansion, Equity Compensation, and Strategic Advisory), Venture Capital firms (Fund Accounting, Portfolio Company Support, Tax Strategy, Fund Audit, Due Diligence, and Transaction Support), Real Estate and Construction (Project Accounting, Cost Management, Contract Review), Professional Services (Revenue Management, Client Cost Analysis, Practice Management), and Cash-Based Businesses (Daily Cash Management, Cash Flow Controls, Security Protocols, Multi-Location Management). They leverage industry-standard accounting platforms including QuickBooks, Sage, and NetSuite to deliver their services.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit and Assurance Services Independent financial oversight and reporting support for audits, compliance requirements, and external financial review processes for Bay Area organizations.
• CAS Accounting Services (Client Advisory Services) Ongoing financial reporting oversight, structured advisory-focused CPA support, and accounting process guidance for organizations requiring continuous engagement.
• Financial Due Diligence Services Transaction-related financial analysis and evaluation services assessing financial reporting accuracy, operational trends, and risks before major financial decisions.
• Business Tax Services Tax solutions for businesses of all sizes, including preparation, planning, compliance, and consulting aimed at maximizing benefits and minimizing liabilities.
• Individual Tax Services Personalized tax preparation, planning, and compliance services for individuals, ensuring compliance and optimal tax outcomes.
• International and US Expat Tax Services Specialized tax services for expats and international clients, including foreign asset reporting, FBAR compliance, FATCA reporting, and international tax planning.
• Technology Industry Accounting Services Specialized accounting for technology companies and SaaS startups covering ASC 606 compliance, subscription metrics, R&D tax strategy, growth capital support, GAAP reporting, cash flow optimization, international expansion, and equity compensation management.
• Venture Capital Industry Accounting Services Specialized CPA services for VC firms and portfolio companies including fund accounting, portfolio company support, tax strategy and compliance, fund audits, investment due diligence, and transaction support.
• Real Estate and Contractor Industry Accounting Services Specialized CPA services for real estate developers and contractors including project accounting, tax strategy and planning, cost management, compliance support, financial reporting, and contract review.
• Professional Services Industry Accounting Services Specialized CPA services for professional service firms including revenue management, tax planning and compliance, financial advisory, client cost analysis, practice management, and compliance support.
• Cash-Based Business Industry Accounting Services Specialized CPA services for cash-intensive businesses including daily cash management, cash flow controls, compliance and reporting, security protocols, multi-location management, and performance analysis.
• Nonprofit Industry CPA Services Independent financial oversight, compliance readiness, and donor reporting services for nonprofit organizations requiring external financial scrutiny and grant reporting.
• Government Contractors Industry CPA Services Government contract accounting, DCAA compliance support, and contractor-specific reporting for companies holding federal contracts.
• High-Net-Worth Individual Tax Services Complex international tax planning, FBAR compliance, FATCA reporting, and exit tax planning for high-net-worth individuals and US expats.

Quantifiable outcome

• Helped clients secure $100M+ in combined funding through due diligence support
• +1 more outcomes

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Armanino LLP: One of the largest Bay Area-based CPA and business consulting firms. Comparable geography and tech/VC client overlap, but significantly larger scale; useful benchmark for where LNB could evolve.
• Burr Pilger Mayer (BPM): Bay Area CPA firm serving technology, life sciences, and venture-backed companies. Direct geographic peer with overlapping vertical mix and similar mid-market positioning.
• Sensiba San Filippo: Bay Area-based CPA and advisory firm with strong technology and venture capital client focus. Most directly comparable peer given overlapping Bay Area geography, similar size band, and parallel emphasis on tech/startup/VC specialization.
• Frank, Rimerman + Co. San Francisco-based CPA firm serving private companies, venture-backed businesses, and high-net-worth individuals. Comparable regional CPA peer with similar client profile and Bay Area concentration.

Broad incumbents

• Moss Adams LLP: Major West Coast accounting and consulting firm headquartered in Seattle with significant Bay Area presence. Overlapping service mix (audit, tax, advisory) but much larger scale and broader geographic footprint.
• CLA (CliftonLarsonAllen): Top-10 US accounting firm offering audit, tax, advisory, and wealth management. Comparable service pillars to LNB but at national scale with much broader geographic and vertical coverage.
• WithumSmith+Brown (Withum): Major US accounting and advisory firm with strong technology and life sciences practice. Overlapping tech/startup client profile, but East Coast headquarters with different geographic concentration.
• RSM US LLP: Major national CPA firm with significant middle-market and venture-backed technology practice. Comparable service offerings to LNB but at much larger scale and broader geographic reach.
• Eide Bailly LLP: Top-25 US accounting firm offering audit, tax, and advisory services across multiple industries including nonprofit, government, and technology. Comparable service mix but national scale and broader vertical depth.

Emerging players

• Pilot.com: Tech-enabled bookkeeping and accounting firm specifically targeting venture-backed startups. Partial overlap with LNB's tech client work; represents the AI/scale-enabled competitive threat to traditional CPA service delivery.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@LNBAccounting
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/lnb-accounting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LNB Accounting