IOTA FINANCE

Outsourced Accounting & Bookkeeping That Scales With You

Whether you're scaling fast, dealing with complex transactions, or just trying to clean up the books, we build financial systems that bring clarity, control, and confidence.

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TESTIMONIALS

Don't Just Take It From Us: Here's What Our Clients Say

“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

“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 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."

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Principal, a small studio John B Johnson
WHO WE SERVE

Accounting Solutions Built by Entrepreneurs, for Entrepreneurs.

We work with founders, CFOs, and business owners who need more than just basic bookkeeping. Whether you're managing digital assets, scaling a tech platform, or overseeing a real estate portfolio, we bring our decades of experience to provide the accounting clarity and strategic insight you need to make financial decisions with confidence.

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Cryptocurrency & Digital Asset Businesses

We partner with exchanges, consulting firms, DeFi projects, and others to build scalable, reliable systems. 

Startups

We work with venture-backed startups and AI-driven businesses to support equity comp, R&D credits, and investor-grade reporting.

Real Estate Investors & Developers

From property-level accounting to entity structuring and 1031 exchanges, we bring clarity to complex real estate operations.

And More

We’ve served clients in over two dozen industries, so you can bet we understand how your business works. 

CASE STUDY

See How A Bookkeeping & 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 calculations across 6+ years, we rebuilt their accounting foundation and restructured their approach—resulting in over $734,000 in tax savings. 

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OUR SERVICES

Outsourced Accounting & Bookkeeping Services Built Around Your Business

We offer a full suite of accounting services that can be tailored to your unique needs. Choose the support that fits your business, from day-to-day bookkeeping to advanced reporting, financial planning, and industry-specific solutions. 

Our team works with you to build the right package, so you get exactly what you need—nothing more, nothing less.

  • Core Accounting & Reporting

  • Bookkeeping Cleanups & System Migrations

  • Transaction & Compliance Services

  • Specialized & Advisory Services

Core Accounting & Reporting Services

  • Financial Statement Preparation: GAAP- or IFRS-compliant P&L, balance sheet, and cash flow statements.
  • Bookkeeping: Day-to-day transaction recording, GL maintenance, journal entries.
  • Account Reconciliations: Monthly reconciliation of bank, credit card, loan, crypto wallet, and asset accounts.
  • Fixed Asset Management: Tracking, depreciation schedules, and capitalization.
  • Financial Reporting and Compliance: Tailored reports for investors, lenders, audits, and regulatory filings.
  • International Accounting Standards Compliance: Guidance and compliance for clients operating globally under IFRS or other frameworks.
  • Financial Technology Integration: Implementation and management of systems (e.g., ERP, accounting platforms, automation tools) that streamline data flow and reporting.
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Bookkeeping Cleanups & System Migrations

  • Bookkeeping Cleanups: Historical cleanups to fix broken books, reclassify transactions, and prepare audit-ready records — fast, accurate, and judgment-free.
  • Ongoing Bookkeeping: Timely categorization, reconciliations, and monthly close support tailored to your reporting needs.
  • System Migrations: Seamless conversions to QuickBooks Online from platforms like Finaloop, Bench, or proprietary systems. We handle mapping, data integrity checks, and post-migration support.
  • Chart of Accounts Optimization: Clean, scalable structure designed to support management reporting and tax compliance.
  • Technology Stack Consulting: Recommendations and setup for AP, AR, and payroll integrations that actually make your life easier.
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Transaction & Compliance Services

  • Accounts Payable/Receivable Management: Invoice processing, AR aging, and payment workflows.
  • Payroll Processing: Full payroll setup, run, tax filings, benefits tracking.
  • Employment Taxes: Federal, state, and local employment tax filings, compliance monitoring, and year-end reporting, including W-2 and 1099 filing. 
  • Tax Accounting: Estimations, deferred tax calculation, multi-state and industry-specific tax support.
  • Audit Support and Preparation: Audit-ready file preparation, supporting schedules, audit liaising.
  • Internal Controls and Risk Assessment: Evaluation and strengthening of financial processes and fraud prevention.
  • Business Transaction Accounting: M&A, equity raises, divestitures, and partnership reporting.
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Specialized & Advisory Services

  • Forensic Accounting: Investigation support for fraud, disputes, or legal action.
  • Business Continuity Planning: Scenario planning for financial resilience and crisis readiness.
  • Sustainability Reporting: ESG financial disclosures, carbon accounting, and impact measurement.
  • Sector-Specific Accounting Solutions: Tailored accounting workflows and reporting for crypto, tech/AI, real estate — designed to handle your industry's unique complexities.
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WHY IOTA FINANCE

More Than Just Accountants. 
Your Strategic Finance Team.

We combine deep technical expertise with an operator’s mindset. Our clients don’t just get reconciled books: they get clarity, speed, and real strategic support. Whether you're growing fast, navigating complexity, or cleaning up past mistakes, we help you build a financial foundation that works.

We Design for Growth, Not Just Clean-Up

It’s not enough to fix what’s broken. We help you build robust financial infrastructure that grows with your business and adapts as you scale.

We Speak Business, Not Just Accounting

Our team thinks like operators. We align your financials with how your business actually runs and deliver insights you can use, not just numbers on a page.

We’re Built for Complexity

Multi-entity structures, hybrid revenue, investor pressure—we live in that world. And we bring systems, clarity, and confidence to help you thrive in it.

We Go Beyond the Numbers

Most firms stop at reporting. We go deeper, ensuring your finances aren’t just accurate, but that they help you sharpen your operations.

A Process Built Around Your Needs

We start by learning how your business actually works—then we build a financial approach that fits. Whether you’re cleaning up the past or planning for growth, our process is designed to get you there faster.

PHASE 1: ACCOUNTING ASSESSMENT

We begin with a deep dive into your current systems, pain points, and goals. No assumptions—just clarity on where things stand and what’s needed.

PHASE 2: SYSTEM DESIGN & CLEAN-UP

We build or refine your financial workflows, clean up the books, and implement tools to support accurate, scalable reporting.

PHASE 3: ACCURATE & INSIGHTFUL MONTHLY FINANCIALS

Once things are running smoothly, we handle your monthly accounting, reporting, and analysis—keeping everything tight and audit-ready.

PHASE 4: ONGOING STRATEGIC ADVISORY (OPTIONAL)

Need more than the basics? Our CFO and advisory team is available to support budgeting, forecasting, fundraising, and complex decisions.

Learn more about our Fractional CFO solutions here.

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Get the Financial Clarity You’ve Been Missing

Your accounting system should be a strategic asset—not a source of stress. At Iota Finance, we help businesses move from reactive to proactive by building clean, scalable financial infrastructure that supports better decision-making.

When you reach out, we’ll start with a discovery call to learn about your business, your current systems, and where things are breaking down. From there, we’ll outline a custom plan based on your goals—whether that means monthly bookkeeping, a full rebuild of your accounting function, or long-term financial strategy.

No hard sell. No one-size-fits-all package. Just a clear path to better financial operations.

RESOURCES

Explore Our Latest Accounting Insights

NEWSLETTER

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