Build Financial Systems That Scale With Your Innovation
Your investors want clarity. Your team needs focus. We’ll build financial systems that keep up with your product velocity—and pass investor scrutiny.
Most Accountants Don't Get Tech Companies. We Do.
Your payment integrations are creating accounting headaches. You're getting conflicting advice about tax obligations across multiple states. Your investors are demanding GAAP financial statements.
Meanwhile, you're spending weekends trying to reconcile transactions instead of building features your users actually want.
At Iota Finance, we specialize in working with tech and AI founders who need financial systems that match how they actually operate. Having been through the startup journey ourselves—including a successful exit—we understand the difference between checking compliance boxes and building infrastructure that supports real growth.
An Accounting Partner That Scales With You
No two tech companies grow the same way. Funding, scale, and vision all shape the financial challenges you face. That’s why we focus on the founders we know best—those building in tech and AI—so our expertise lines up directly with your journey.
VC-Backed Startups
Investors expect clean numbers. We handle revenue recognition, audit-ready reporting, and financial infrastructure so you’re prepared for everything from board meetings to the next raise.
Bootstrapped Teams
You’ve built a profitable business without outside funding. We’ll give you clear cash flow visibility, multi-state compliance, and systems that help you reinvest with confidence.
Solopreneurs
You’re running every part of the business. We set up simple, automated accounting that keeps you compliant and frees your time to focus on building.
Built for Founders, By a Founder
Most CPAs have spent their careers in traditional corporate environments or working with established businesses. They understand compliance, but they've never had to make payroll with three months of runway or explain burn rates to nervous investors.
Our founder, Igor Tutelman, took a different path. After working at a Big Four accounting firm and a multi-national healthcare system, he founded several tech startups where he experienced the chaos firsthand—the integration nightmares, the multi-state tax surprises, and the pressure of building financial systems while the business model was still evolving. He successfully exited his startup and founded Iota Finance to build the accounting firm he wished he'd had as an entrepreneur.
Founders partner with us because:
We understand your problems
When you call about duplicate Stripe transactions or ask whether your development costs qualify for R&D credits, we don't need to research it. We've been there.
We think like operators
Our advice considers cash flow impact, not just tax compliance. We help you make decisions that support growth, not just satisfy regulators.
We've built systems that scale
From solo founder to Series A, we know which financial processes actually matter at each stage and which ones can wait.
Accounting, CFO, and Advisory Services Built for Tech & AI Startups
Whether you're running a solo operation or raising your next funding round, we provide comprehensive financial support designed to handle the unique demands of companies building the future.
Accounting & Bookkeeping for Tech Startups
We manage your core financial operations with systems built for tech companies. That includes fixing payment platform integrations, handling subscription revenue recognition, and maintaining clean records across multiple revenue streams.
From resolving Stripe and Square duplication issues to building monthly close processes that actually make sense for your business model, we keep your books accurate, organized, and ready for whatever comes next.
Fractional CFO & Strategic Advisory
We bring financial leadership to your business without the full-time overhead. Our team supports you with cash flow forecasting, board reporting, investor relations, and strategic planning for growth or fundraising.
Whether you're modeling your runway, preparing for due diligence, or building financial projections for your next milestone, you get CFO-level expertise tailored to your stage and industry.
Built-In Tax Support, Planning, & Preparation
We handle tax strategy and preparation that reflects the unique nature of tech businesses. That includes R&D credit optimization, multi-state compliance planning, founder tax considerations, and navigating the complexity of equity compensation.
Our goal is to minimize your tax burden while keeping you compliant as you scale across markets and funding stages.
R&D Credits for Tech & AI Startups
R&D tax credits can put real cash back in your business, fueling product development, hiring, and faster growth. We help founders identify which development activities qualify, document costs properly, and maximize their claims without slowing down operations.
Whether you’re building new machine learning models, refining your platform architecture, or creating innovative software tools, we’ll translate your technical work into financial benefits. Our team ensures your credits are captured accurately, defendable under IRS scrutiny, and aligned with your overall tax strategy.
Build Full Stack Finance Solutions with Iota Finance
Wech companies need more than basic bookkeeping. You need systems that handle integration complexity, multi-state obligations, and the financial reporting demands of growth-stage businesses.
At Iota Finance, we help founders move from weekend accounting sessions to professional financial operations. Our process starts by understanding how your business actually works, then we design accounting and advisory services around your specific needs.
Build Full Stack Finance Solutions with Iota Finance
Tech companies need more than basic bookkeeping. You need systems that handle integration complexity, multi-state obligations, and the financial reporting demands of growth-stage businesses.
At Iota Finance, we help founders move from weekend accounting sessions to professional financial operations. Our process starts by understanding how your business actually works, then we design accounting and advisory services around your specific needs.
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Here’s how to turn financial preparation into a competitive advantage rather than a last-minute scramble.
The 3 Financial Statements Every Startup Needs for Investors
Your startup's financial reports can make or break your fundraising round: learn which three reports investors actually scrutinize and how to prepare them like a seasoned founder.