We help small businesses & startups manage their finances and save money.

 

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THE ACCOUNTING FIRM OF THE FUTURE

Accounting Built for the Way Modern Businesses Actually Run

From day-to-day bookkeeping to CFO strategy, we help startups, operators, and real estate teams make sense of their numbers—and use them to grow.

Iota Finance was built for companies that don’t fit neatly into a spreadsheet. Our clients are moving fast, improving their communities, raising capital, dealing with complex structures, and trying to make decisions in real time. 

We combine clean execution with real strategic input. From your bookkeeping setup to your business sale (and everything in between), we help you build a finance function that actually works for how you operate today.

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TESTIMONIALS

Don't take it from us, here's what our clients are saying:

"A year ago, my books were a mess. I had no idea where money was going, and I felt like I was driving blind. Today, I know exactly what's happening with my money, and I have an amazing team that gives me great advice, and they're so fun to work with."

“As a small business tax strategy is crucial. I was looking for a partner rather than just a CPA, Igor and his team delivered on that. Helping me navigate the best approach to my taxes and multi state filings. If you are looking for someone to walk along side of you Iota Finance will. It is obvious that Igor cares about the people he works with."

John B Johnson
PRINCIPAL, A SMALL STUDIO John B. Johnson

“Igor has been absolutely phenomenal! One of my struggles has been finding a CPA that is organized, professional, and has the same standard of communication style as my team. Igor has been such a dream to work with and has proven to be so reliable, knowledgeable, and responsive, consistently exceeding our expectations.”

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FOUNDER & CREATIVE LEAD, VCREATIVE MIAMI Vania Portilla

“As I continue to build my company, Igor has become an invaluable resource. He offers unique insights that have helped me navigate complex financial decisions, allowing me to focus on growth and strategy. His proactive approach and deep understanding of business finances make him an essential partner for any entrepreneur looking to succeed.”

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FOUNDER, LEADERSHIP PROGRESS COACHING Gavin Aydelotte
OUR SERVICES

A Fractional Finance Team to Take You From 0 to 1

We offer end-to-end financial services designed for modern businesses. From routine accounting to tax compliance and CFO strategy, we build financial infrastructure that helps you stay organized, investor-ready, and confident about your next move.

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Tax Compliance & Strategy

We handle filings, manage multi-state exposure, plan equity compensation, navigate complex situations, and lead year-round planning, helping you keep more of what you make.
 

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Accounting & Bookkeeping

We deliver clean books, timely reconciliations, and financial systems that reflect how your business actually runs so you can make decisions in real-time.
 

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Fractional CFO Services

Fractional financial leadership without the full-time hire. We support forecasting, board reporting, fundraising, M&A, exit planning, and long-term business strategy.
 

Our Partners

We work alongside the tools and platforms modern businesses rely on, from payroll and banking to compliance and reporting.

GUIDES & WHITEPAPERS

The Big List of Small Business Deductions


This A to Z guide features hundreds of potential deductions across dozens of expense categories—from advertising and travel to crypto losses and software subscriptions.
Whether you're just getting organized or prepping for year-end, this resource helps you spot overlooked write-offs and reduce your tax bill with confidence.

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WHO WE SERVE

Accounting, CFO, and Advisory Services Built for Crypto Companies

Our clients are growing fast, impacting their communities, managing complexity, and trying to stay ahead of the chaos. We support businesses that need more than basic bookkeeping—and want a partner who can keep up.

Cryptocurrency & Digital Asset Businesses

From exchanges and DeFi platforms to NFT marketplaces and payment processors, we help crypto-native businesses navigate tax, reporting, and compliance with confidence.

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Technology & AI Startups

We work with startups building the future. That includes SaaS platforms, infrastructure tools, and AI-driven businesses with hybrid revenue models, equity comp, and evolving financial needs.

Real Estate Operators & Investors

Multi-entity portfolios, complex deal structures, and strict reporting requirements: we bring clarity and structure to the financial side of real estate, helping you invest with confidence.

Other Industries & Entities

We also work with eCommerce companies, professional services firms, nonprofit organizations, and other businesses that need better financial systems—and a partner who can grow with them.

WHY IOTA FINANCE

Built for Businesses That Expect More From Their Finance Team.

Iota is designed for founders, operators, and teams navigating growth, complexity, and constant change. Our clients choose us because we don’t just keep up: we help them move forward.

We Tailor Our Approach

From early-stage tech startups to crypto exchanges to multi-state real estate portfolios, we tailor our support to fit your operations, your goals, and your stage of growth.

We Prioritize Clarity

You’ll always know where your business stands. Clean books, real-time insights, and reporting that helps you make better decisions. No fluff. No jargon. Just actionable books you can rely on.

We Scale With You

As your business grows, we grow with it. Our systems are built to adapt, whether you’re expanding your team, raising capital, or entering new markets. We’ll even help build your in-house team.

We Keep Things Moving

Fast response times, a seamless portal, proactive communication, and smooth onboarding, so you’re never left wondering your status or what comes next. 
CASE STUDY

See How A Bookkeeping and Tax Cleanup Saved These Real Estate Investors Over $730K in Taxes


When a growing real estate company came to us with a complex multi-entity structure and over 20,000 miscategorized transactions across 6+ years, we rebuilt their accounting foundation and restructured their approach—resulting in over $734,000 in tax savings.

READ THE CASE STUDY
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GET STARTED

Every Great Partnership Starts with a Conversation

Whether your books are a mess, your reports are late, or your tax situation is getting complicated—we can help. 

Schedule a free consultation here. During the conversation, we’ll discuss your business, identify the gaps, and map out how Iota Finance can support your next stage of growth.

Frequently Asked Questions

From pricing to process to what it’s actually like to work with us, here are answers to the questions we hear most often from founders, operators, and finance leads. If you’re wondering about it, chances are someone else asked too.

Why "Iota"?

In mathematics, 'iota' represents small, essential elements. At Iota Finance, this symbolizes our focus on detailed, precise financial management for your business. Every iota matters in driving your success.

What does an outsourced accounting firm do?

An outsourced accounting firm manages your financial operations externally. This can include bookkeeping, reconciliations, monthly close, financial reporting, payroll support, tax filings, and CFO-level strategy—without the overhead of an in-house team.

How much does outsourced accounting cost?

It depends on your business size and needs. Most companies spend between $1,000 and $5,000 per month. At Iota Finance, we create flexible packages based on your goals, complexity, and service mix that fit your business at each stage of growth.

When should a business hire a fractional CFO?

You should consider a fractional CFO if you're raising capital, preparing for an audit, expanding into new markets, establishing dashboards and KPIs, or need help with forecasting, cash flow, or board reporting. It’s an efficient way to get executive-level insight without the full-time cost.

Do I need an accountant if I use QuickBooks Online?

Yes. Accounting software automates data entry, but it doesn’t ensure accuracy or compliance. An experienced accountant helps you interpret the numbers, avoid costly errors, and stay on top of reporting deadlines.

Can you help clean up messy books or fix past accounting issues?

Yes, and in fact, we specialize in it. Whether it’s unreconciled accounts, missing records, or years of incomplete reporting, we can assess the damage, clean up your books, and put strong systems in place going forward. This case study is a great example of our work in this area: See How A Bookkeeping & Tax Cleanup Saved These Real Estate Investors Over $730K in Taxes

What industries do you work with?

We work across many industries, but we’re experts in crypto, tech and AI startups, and real estate. If your business is growing fast or facing financial complexity, there’s a good chance we’re a fit. If we’re not, we have a network of trusted firms we can refer.

Do you work with businesses outside the U.S.?

Yes, we regularly support international businesses with U.S. entities or tax obligations, including cross-border compliance and reporting. We don’t prepare or advise on non-U.S. taxes, but we do offer GAAP and IFRS reporting.

RESOURCES

Explore Our Latest Insights

BLOG

How NFT Marketplaces Should Handle Royalties, Revenue Recognition, and Chargebacks

A practical accounting guide to complexities that can make or break your NFT marketplace's financial compliance and health

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BLOG

When Should Crypto Consultants Call in a Tax Structuring Expert?

A guide for consultants facing token launches, global expansion, and investor structuring questions.

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BLOG

Accounting for DeFi Revenue Recognition: A Guide to Staking, Rebases, and Yield Farming

A practical guide for DeFi platform operators navigating complex revenue classification, tax treatment, and audit risks.

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Making entrepreneurship financially simple.