Iota Finance
Iota Finance
We help small businesses, startups, real estate investors, and entrepreneurs save time and money through our expert, white-glove tax, bookkeeping, and fractional CFO services.
John Bullen
May 19, 2025
Current client since 2024
5.0
Reason for working with Iota Finance
When I was looking for a firm to handle my bookkeeping, advisory, and tax needs, Iota Finance stood out immediately. They offered multiple service packages tailored to different levels of need and budget, which made it easy to find the right fit for my business. Igor was incredibly quick to respond to my initial inquiry and wasted no time getting the ball rolling. I really appreciated how efficient and accommodating they were right from the start.
Experience working with Iota Finance
How was your experience with Iota Finance? My experience with Iota Finance has been exceptional. They handled both my business and personal taxes, in addition to providing high-quality bookkeeping and advisory support. When I fell behind on submitting my tax documents, they were proactive about filing an extension on my behalf so I wouldn’t miss any deadlines. That level of attention to detail and client care really stood out to me—they made sure everything was handled smoothly, regardless.
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Small businesses, funded startups, entrepreneurs, and real estate investors looking for a relationship-focused CPA firm.
Clients who wouldNOTbe a good fit
We are not a good fit if... you like doing everything yourself all the time, you don't like using technology to make your life easier, and you don't want a virtual accounting firm. We work with many firms who support earlier-stage companies, so reach out if you're not sure and we can help you find a firm that fits your situation.
Minimum Financial Requirements
Annual Income
$100,000
Annual Revenue
$500,000
Client Specialties
Preferred Industry
Client Type
Industries Iota Finance doesNOTserve
Services Offered
Service Pricing
Monthly Fixed Fee
$500 to $7,500
Annual Fixed Fee
$1,500
Meeting Options
Video meetings
Client Portal/Online Platform
Industries Iota Finance doesNOTserve
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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