AccountantBookkeeperFractional CFO

    Iota Finance

    Accountant

    Monthly accounting, tax, and fractional CFO services for small businesses, startups, and entrepreneurs.

    Florida4 years in business7 employees$200K+ income | $500K+ revenue | $500K+ raised minimum

    About Iota

    We help small businesses, startups, real estate investors, and entrepreneurs save time and money through our expert, white-glove tax, bookkeeping, and fractional CFO services. We offer year-round compliance and strategy packages at fixed monthly fees, so you know what you're getting, when you're getting it, and how much it'll cost. We do not offer standalone tax preparation services and only work with entrepreneurs who own at least one business or 3-5 rental properties, because that's where we can help you maximize ROI on your tax and accounting. Startups, small businesses, serial entrepreneurs, and real estate investors looking for a strategy-driven and relationship-focused CPA firm.

    Services offered

    Accounts Payable/ReceivableBookkeepingBudgeting & ForecastingBusiness Tax PreparationBusiness ValuationsCash Flow ManagementIndividual Tax PreparationMergers and AcquisitionsPayroll ServicesSales TaxTax Planning & StrategyTax PreparationIRS Representation & Tax ResolutionAdvisory ServicesBusiness & Entity Formation

    Client specialties

    SMB OwnersVC Backed StartupsK1 Partnership IncomeReal Estate InvestorsMulti-state ReturnsHigh Net Worth IndividualsSolopreneursHENRY (High Earners Not Rich Yet)QSBS HoldersInternational/ExpatsCryptocurrency Investors

    Industries served

    Advertising & MarketingTechnology & SoftwareReal EstateConsultingHealthcareRetailLogisticsArchitecture & EngineeringLegalTravelWellnessTransportationBiotechnology & PharmaceuticalsInsurance

    Software & tools

    BILLBrexCoinLedgerCoinTrackerDivvyGoogle DriveGoogle WorkspaceGustoHubSpotMelioMercuryQuickBooks OnlineRampTaxDome

    Pricing

    Growth Package — $1,000–$5,000/month: Monthly bookkeeping (cash basis) & financials, annual or semi-annual advisory/planning calls, and 1 add-on service (payroll, sales tax, income tax) || Advisor Package — $3,000–$15,000/month: Monthly bookkeeping (cash or accrual) & financials, quarterly or monthly advisory calls, 2-3 add-on services (payroll, sales tax, income tax), and 1-2 advisor services (forecast, budget, dashboard) || Essentials Package — $500–$3,000/month: Monthly bookkeeping (cash basis) & financials

    3 packages · $500–$15k/mo

    Minimums: $200K+ income | $500K+ revenue | $500K+ raised