TECH & AI STARTUP ACCOUNTING FIRM
Big Visions Need Sharp Numbers.
We help funded startups build the financial infrastructure they need to raise capital, make confident decisions, and scale responsibly—without slowing down.
From 0 to 1: A Finance Partner Built to Scale
We know the pressure of trying to make the numbers work—because we’ve been there. Before founding Iota Finance, Igor built and sold his own company. That experience shapes how we show up for early-stage teams today.
We don’t just deliver spreadsheets. We help you build a finance function that scales, supports your strategy, and earns investor trust. Our team works like an extension of yours—solving problems fast, building leverage through systems, and helping you communicate clearly with investors, auditors, and your board.
You focus on growth. We’ll take care of the financial side of the story.
From Chaos to Credibility: Finance That Works for Founders and Investors
Startups move fast. But if your financials don’t keep up—or can’t stand up to investor scrutiny—momentum can stall. We help tech and AI companies translate their operations into clean, GAAP-compliant financials that build trust, support strategic decisions, and scale with the business.
Turn Financial Clutter into Clean, Audit-Ready Books
We bring order to messy systems; mapping your business’s revenue, expenses, and accruals in a way that makes sense to auditors and investors.
Get GAAP-Compliant Without Slowing Down
Whether you’re prepping for diligence, managing deferred revenue, or working through complex equity comp, we make sure your financials follow the rules.
Track the Metrics Investors Actually Care About
From ARR and CAC to burn rate and runway, we help you define, calculate, and report the numbers that matter—accurately, consistently, and with confidence.
Design for Growth and Stay Fundraising-Ready
We create scalable systems that support multi-entity consolidation, budgeting, and investor reporting, so you’re always ready for the next round, audit, or board meeting.
Finance and Accounting Services Designed for High-Growth Tech & AI Companies
We go beyond basic bookkeeping. Our team builds finance systems that support strategic planning, stand up to investor scrutiny, and scale with your company as it grows.
Accounting & Bookkeeping
We manage the day-to-day accounting so you don’t have to, including reconciliations, month-end close, and GAAP-compliant reporting.
Our systems are built for scale, designed to grow with your business and deliver the clarity you need to make confident decisions, pass audits, and keep investors aligned.
Fractional CFO & Strategic Advisory
We help you understand your numbers, plan your growth, and prepare for what’s next.
From cash flow forecasting and KPI dashboards to board meeting prep and scenario modeling, we act like an extension of your team, giving you strategic leverage without the full-time cost.
Built-In Tax Support, Planning, & Preparation
We don’t silo tax work from accounting. We integrate it from day one.
That means better data, fewer surprises, and smarter planning. From R&D credit eligibility to multi-state compliance and year-end prep, we help you stay ahead of deadlines and aligned with your business strategy.
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.
Let’s Make Your Financials a Strategic Advantage
If you’re building a venture-backed company and want a finance partner who understands the startup journey, we should talk. At Iota Finance, we don’t just close your books. We help you build the financial backbone your business needs to scale, raise capital, and make smarter decisions.
Let’s connect. Book a free consultation and see what it’s like to work with a team that knows what founders need, because we’ve been there.
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.