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

 

SCHEDULE A CALL SEE OUR SERVICES
Iota Finance Small Business Startup Accounting Tax Bookkeeping Payroll
THE ACCOUNTING FIRM OF THE FUTURE

We are not your father's accountant.

Let's face it: finding an accountant isn't easy and you've probably been burned before. Whether that's your CPA not responding to you for weeks, feeling like you aren't getting proactive advice, or worrying about what it will cost to ask a simple question.

Iota Finance is a remote public accounting firm specializing in small businesses and startups with expert tax, accounting, and fractional CFO services.

Experience the white-glove, one-stop-shop service that puts you first. Choose Iota Finance and discover a new era of accounting.

LET'S CHAT LEARN MORE
Title33
OUR SERVICES

Taking Small Businesses and Startups from 0 to 1.

Tax

We don't just manage taxes – we master them. Our team of tax wizards approach small business taxes as strategic opportunities. Our unique perspective, shaped by the experiences of successful serial entrepreneurs, brings a wealth of understanding and innovation to tax planning and compliance. 

Fractional CFO

Iota Finance Fractional CFO Services brings the expertise of financial leaders to your business, customized to fit your scale and ambition. Ideal for small businesses and startups, a fractional CFO provides the high-level strategic guidance you need, without the expense of a full-time executive.

Accounting

Our accounting services are more than routine number crunching; they are essential tools for your business's success. Our experienced accountants blend meticulous detail with strategic insight, turning financial data into a powerful asset for decision-making and growth.

TESTIMONIALS

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

“Partnering with Iota Finance transformed our approach to our business finances. Their team didn't just handle our books; they provided strategic insights that have been crucial for managing our cash flows.”

greenscape
CEO, GREENSCAPE INNOVATIONS Johnathan R.

“As a startup founder, financials can be make-or-break for our business. Iota Finance not only simplified these challenges but also guided us with personalized accounting setup and automation. Every time we meet, I feel like I learn something new that helps us scale.”

techtrend
FOUNDER, TECHTREND SOLUTIONS Emily N.

"In real estate, having a reliable CPA firm is a game-changer. Iota Finance's expertise in real estate taxation and their fractional CFO services have been instrumental in managing our portfolio. Their approach is both professional and personalized, which is what we need."

DAvidson
INVESTOR, DAVIDSON PROPERTY HOLDINGS Marcus D.
Regular
SITUATION

Sam and Karen built an empire of 3 businesses and 30+ residential and commercial rental properties. However, they commingled all the finances across 30+ bank and loan accounts across the last 6 years and came to us to help clean everything up and make sure it doesn't happen again.

SOLUTION

We hit the ground running by working with their banks and lenders to get all their financial activity, statements, checks, invoices, and bills. We started building their financials from scratch and negotiating with federal, state, and local tax authorities. 

IMPACT

Sam and Karen now have six years of accurate financial statements for their businesses and properties. We established a monthly accounting cycle with safeguards to prevent future issues. Additionally, we negotiated with tax agencies to secure generous payment plans, providing them the flexibility to regain financial stability.

LEARN

What are small business tax deductions?

READ THE BLOG
SMALL BUSINESS TAX RESOURCES

Download our Big List of Small Business Deductions

We put together a list of 100s of small business tax deductions you can take advantage of to lower your tax bill.

GET THE GUIDE
Untitled
FAQ

Why Us?

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.

First or tenth business?

Whether launching your first venture or steering your tenth, Iota Finance is your ally. We adapt to your experience level, ensuring your financial strategies evolve with your business journey.

Tired of tedious bookkeeping?

Let's face it, bookkeeping can be a drain on your time and energy. At Iota Finance, we handle the complexities of bookkeeping, turning a necessary task into a strategic asset for your business.

Looking for DIY solutions?

While DIY can be tempting, we believe in a different approach. We take the reins of your financial management, keeping you thoroughly engaged and informed, without the stress of going it alone.

Falling behind financially?

If managing your business's finances feels overwhelming, you're not alone. We specialize in getting businesses back on track, ensuring your financial health is never a hindrance to your success.

Unsure about needing a CPA?

A CPA firm is more than just a luxury; it's a necessity for businesses seeking growth and stability. Iota Finance offers expertise and insights that go beyond everyday accounting, providing a solid foundation for your financial decisions.

Don't know where to start?

Beginning your financial journey can be daunting, but with Iota Finance, you're not starting from scratch. We guide you through every step, demystifying financial complexities and setting you on the path to success. Schedule a call today for us to get started.

Making entrepreneurship financially simple.