SOLOPRENEUR CPA
Accounting Built for Solopreneurs Who Do It All
You're building something on your own terms. We help you stay on top of your finances with smart systems, clear reporting, and the kind of hands-on support that keeps you focused on what matters most: growing your product and your business.
Finance That Doesn’t Slow You Down
You’re the product manager, customer support rep, marketing team, and CEO—all at once. You don’t need a bloated finance solution with layers of complexity. You need clarity, control, and a partner who respects your time.
We work with solo founders to build lightweight, effective financial systems that reduce stress and increase visibility. From day-to-day bookkeeping to big-picture planning, we help you stay on top of your numbers, make informed decisions, and keep building without getting buried in spreadsheets.
Reliable Financial Support for Solo Operators
At Iota, we work with solo operators building real businesses—often without outside funding or a team to fall back on. We’ve been in your shoes, and our systems are built to support your kind of hustle. We focus on practical, lightweight solutions that give you clarity and control without wasting your time or money.
If you’re looking for finance support that matches your pace, we’re ready when you are.
Get Out of the Weeds and Back to Building
We handle categorization, reconciliation, and reporting so you can spend less time on busywork and more time on what actually grows your business.
See the Full Picture Without Guesswork
From Stripe and Shopify to your bank and credit card accounts, we bring everything together in one clear view of how your business is performing.
Handle Taxes Without the Headache
We manage quarterly estimates, year-end prep, and smart planning to make tax season predictable and pain-free.
Set Up Clean Systems That Scale With You
We help you implement simple, effective tools that evolve with your business—no unnecessary complexity, no outgrowing your setup too soon.
Everything You Need. Nothing You Don’t.
You don’t need a full finance team to run a tight operation—you just need the right support at the right time. Our services are designed to give you clarity, save you time, and help you operate with confidence, whether you’re pre-revenue or scaling fast.
Accounting & Bookkeeping
We set up and manage a streamlined, accurate bookkeeping system that reflects how you actually run your business.
From categorizing expenses to reconciling payments and automating monthly reports, we give you reliable data without the hassle.
Fractional CFO & Strategic Advisory
At Iota Finance, we' believe founders shouldn’t have to figure out finance alone.
We help you plan for growth, track performance, and model different scenarios—so you can make smart decisions with greater confidence.
Built-In Tax Support, Planning, & Preparation
From quarterly estimates to year-end filing, we’ll handle your taxes in a way that’s efficient, low-stress, and designed around how you operate.
No jargon, no guesswork—just clear, actionable support from people who know solo businesses.
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.
Get Financial Support on Your Terms
You didn’t start your business to become a part-time accountant. We give you a better way to manage your finances—clean, clear, and built for the way you work.
If you’re looking for a finance partner who respects your time and your budget, let’s talk.
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