FOUNDER-FRIENDLY ACCOUNTING FIRM
Built for Bootstrappers. Backed by Experience.
We help bootstrapped teams build smart, sustainable financial systems that support growth, unlock time, and keep you in control—without the overhead of an internal team or the constraints of a one-size-fits-all subscription.
Accounting That Keeps Up With Your Ambition
You need financial systems that work today and scale for tomorrow—not cumbersome software, overkill reporting, or hourly rates that burn through your cash. We get it, because Iota Finance is a bootstrapped business.
At Iota, we designed our services to meet you where you are. That means flexible pricing, no layers of bureaucracy, and real support from people who understand the trade-offs founders make every day. We don’t just clean up your books—we help you create clarity around cash flow, stay compliant without the headache, and make confident decisions with the resources you have.
Simple, Flexible, and Founder-Friendly Accounting Solutions
You don’t need an in-house finance team, you need just enough structure to make smart decisions, stay compliant, and keep moving. We help bootstrapped startups get from scattered spreadsheets to organized financials that reflect how you actually run the business.
Bring Clarity to Your Cash Flow
We track where money is coming from and where it’s going—across products, customers, and teams—so you always know your true runway and burn.
Get the Metrics That Matter
We help you define and report on the KPIs that actually drive decisions, like margin, retention, and growth rate, so you’re not flying blind.
Build Systems That Save Time and Headspace
Forget duct-taped spreadsheets and late nights reconciling Stripe. We implement simple, streamlined systems that automate busywork and reduce errors.
Adaptable, Scalable Solutions Tailored to You
We give you just what you need to run cleanly and efficiently so your financial operations stay lean as you grow. Custom-built, and founder-focused.
Finance and Accounting Services For Bootstrapped Businesses
You don’t need an expensive, enterprise-style solution. You need support that fits your business today and grows alongside it. At Iota Finance, we give founders the financial infrastructure, systems, and strategy they need to operate with confidence.
Accounting & Bookkeeping
Stay on top of your finances with simple, accurate bookkeeping.
We categorize transactions, reconcile accounts, and keep your records clean so you always know where your money is going.
Fractional CFO & Strategic Advisory
Make decisions based on real numbers, not guesswork.
We help you manage cash flow, identify where to reinvest, and evaluate the impact of your choices with clarity. Whether you're hiring, exploring new pricing, or prepping for a big spend, we’re here to help you make smart, confident moves.
Built-In Tax Support, Planning, & Preparation
No need to juggle multiple providers. For ongoing clients, we handle your business taxes directly—making sure you stay compliant, avoid surprises, and take advantage of every opportunity to save.
Our tax planning integrates seamlessly with your books, so everything works together.
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.
Scale Smarter with Iota Finance
Just because you’re bootstrapped doesn’t mean your finances should be an afterthought. At Iota, we work with founder-led companies that are doing real volume, growing profitably, and building for the long haul.
You don’t need layers of consultants or enterprise-grade software. You need a partner who understands your model, adapts to how you work, and brings clarity without overcomplicating things. That’s what we do.
Explore Our Latest Startup Accounting Insights
How to Prepare Your Startup Financials for Series A Fundraising
You’ve shown early signs of product-market fit and generated enough traction to attract serious investor interest. The opportunity ahead is clear, and you’re preparing to raise the capital that will help you refine your model and scale.
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.