About Us - Your Trusted CPA & Accounting Firm in Billings, MT

Streamlined Services, PC is an accounting firm in Billings, MT, committed to enhancing financial stability for small—and medium-sized businesses through tailored accounting solutions and expert guidance.

About Streamlined Services PC

Streamlined Services, PC is a full-service accounting firm based in Billings, MT, dedicated to helping individuals and small businesses remain compliant, organized, and financially informed. As RamseyTrusted pros, we offer year-round support in tax preparation, bookkeeping, payroll, and strategic advisory—making complex financial matters simple and manageable.

Our Billings-based CPA leads a responsive team known for accurate filings, transparent reporting, and dependable service. We recognize the importance of timely support and clear financial records for effective business operations and personal peace of mind.

As experienced financial advisors, we go beyond compliance to help clients understand their finances, plan for the future, and make confident decisions. Whether you need structured monthly accounting or assistance during tax season, we provide clarity and guidance every step of the way.

Every client partners with a dedicated CPA, ensuring personalized service and accountability from start to finish. Our team is committed to clear communication, accuracy, and building long-term relationships. If you’re seeking a reliable accounting firm in Billings, MT that prioritizes your financial success, Streamlined Services, PC is here for you.

Read Our Comprehensive Financial Guide

Discover the immense value of tailored financial solutions and seize the opportunity to enhance your business's financial health. Our guide offers insights into effective financial management strategies designed for businesses in Montana.

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Jake Linville

CPA, CGMA MBA

Jake Linville is a CPA in Billings who specializes in providing expert, tailored guidance to businesses and individuals. With broad experience in controllership, public accounting, income tax, cost accounting, and software implementations, Jake is uniquely equipped to help organizations of any size reach their financial goals.

Jake is passionate about implementing and integrating cost-effective software solutions that significantly impact financial operations, while introducing effective controls to mitigate risk and reduce costs. His valuable combination of technical expertise and practical experience makes him an ideal partner for businesses seeking to enhance their financial health, streamline operations, and achieve long-term success.

With extensive experience in accounting and finance and a proven track record in leadership, Jake has served as an auditor and tax preparer in public accounting as well as in roles such as corporate controller, controller, assistant controller, and regional controller.

Jake actively seeks opportunities to make organizations more efficient and cost-effective through process improvement. He has designed, developed, and implemented accounting software and inventory management systems, reducing annual labor hours by thousands and saving significant payroll costs.

He has also streamlined accounting team workflows, reducing the month-end close process for dozens of businesses from several weeks to just two weeks. In his first year with one organization, his team closed 15 months’ worth of books, catching up from a substantial backlog. Jake excels at finding efficiencies, ensuring work is completed accurately and on time, and fostering teamwork and communication in high-performance organizations.

Jake has evaluated numerous financial accounting systems, improved processes and controls, and led conversion projects, including converting trial balances for SAP uploads and streamlining financial reporting for organizations with hundreds of sites.

INDUSTRY EXPERIENCE: Corporate Accounting, Auditing, Real Estate Management & Development, HVAC, Higher Education, Farming, Vineyards & Wineries, Equipment Leasing, Financing, Retail, Footwear, Apparel, Automotive, Construction, Manufacturing, Wholesale, Distribution, Sporting Goods, High Wealth Individuals, Health Care, Health Insurance, Software as a Service.

Why Choose Streamlined Services, PC?

As a trusted CPA and accounting firm in Billings, MT, Streamlined Services, PC delivers unmatched expertise across the accounting industry. Our experienced RamseyTrusted pros support small to medium-sized businesses and individual professionals in achieving both financial stability and growth. We offer customized solutions that address your unique challenges, allowing you to concentrate on your core business while we manage your financial needs.

Jake has been very good for us and our business. He is patient, explains things very well, usually is VERY prompt responding to questions, and was very helpful helping us navigate a previous bad experience with another accountant. We would definitely recommend him.
- Elisa Murnion

"Very professional work and environment. Gets right on any issues with the local and federal IRS. Always has my paperwork ready for payroll. Highly recommended. App he uses is easy and effortless."
- markdaclark

"Jake is an awesome accountant. Very professional & easy to work with. He really helped take the stress of business taxes away."
- Kayla Lunder

Our Mission

Our mission as experienced financial advisors in Billings, MT is to empower small to medium-sized businesses and individuals with customized accounting services designed to foster financial stability and growth.

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Streamlined Services, PC provides customized tax, bookkeeping, payroll, and CFO solutions for individuals and small to medium-sized businesses. We proudly serve clients throughout Montana—including Billings, Bozeman, Great Falls, Missoula, Kalispell, Miles City, Butte, Helena, and Glendive—as well as clients nationwide.