Updated:
← Back to Top 10 Bookkeepers in Montana (2026)Streamlined Services, PC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, QuickBooks Desktop, Sage, NetSuite, Ramp, Xero
Who they say they serve: construction, healthcare, retail, professional services, manufacturing (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Streamlined Services, PC | home page Oct 17, 2026 | |
| Website | https://www.bookmycpa.com/ | home page | |
| Office locality | Billings, MT | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +14066527999 | home page Oct 17, 2026 | |
| Offers bookkeeping | Documented: Billings, MT CPA Firm for Tax Preparation Billings, MT CPA Firm for Tax Preparation, Bookkeeping & Payroll We handle the details, so you avoid costly mistakes. Schedule a Free 15... | home page | |
| Monthly bookkeeping | Documented: ...clean, compliant, and clear. Whether you're looking for one-time tax assistance or monthly accounting support, our services are delivered by experienced tax accountants in... | home page | 8 pts (max 8) |
| AP / AR | Documented: ...and IRS or Montana tax notice response Financial reporting for management and lenders Accounts payable and receivable tracking Guidance on business structure and growth planning... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...CPA Firm for Tax Preparation Billings, MT CPA Firm for Tax Preparation, Bookkeeping & Payroll We handle the details, so you avoid costly mistakes. Schedule a Free 15 min Discovery... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...We provide dependable support to small businesses, including expense tracking, financial statements, and tax-ready reporting. Payroll Reliable, on-time and fully compliant Explore... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, healthcare, retail, professional services, manufacturing, agriculture, real estate, startups, technology | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, QuickBooks Desktop, Sage, NetSuite, Ramp, Xero | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jacob Rick Linville · CPA (self-reported to the IRS, not a state license) · business name on the record: Streamlined Services, PC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Quote only (stated): "Free Quote" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...Local Expertise Matters for Individuals and Businesses in Montana Montana’s economy includes: Agriculture Construction Healthcare Retail Manufacturing Professional services... | home page | 5 pts (max 5) |
| Onboarding described | Documented: ...and Filing Support Reliable Service Throughout the Year Here’s How We Make It Simple Step 1: Schedule Your Free Consultation We begin by understanding your current financial... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...the year. This includes categorizing transactions, reconciling accounts, and generating monthly reports such as profit and loss statements, balance sheets, and cash flow... | /pages/billings-tax-accounting-services | 4 pts (max 4) |
| Named contact / team | Now Jake Linville, CPA | /pages/about-accounting-firm-billings | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Montana Board of Public Accountants license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Jacob Rick Linville under the business name 'Streamlined Services, PC' in Billings, MT. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Streamlined Services, PC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.