0
Client Reviews
$500 to $5,000
Monthly Fixed Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We prefer service-based businesses but we're willing to talk to anyone. Most of our clients are under $500k in revenue and/or 5 employees, but we also have some that are over $5 million and/or 25 employees.
Clients who wouldNOTbe a good fit
Businesses that need frequent (daily, maybe weekly) services. We prefer monthly bookkeeping, and that's typically all a small business actually needs until they grow above our services.
Minimum Financial Requirements
Annual Income
$500,000
Annual Revenue
$500,000
Client Specialties
Services Offered
Service Pricing
Monthly Fixed Fee
$500 to $5,000
Meeting Options
Video meetings
Phone
Email
Sota Bookkeeping's Tech Stack
About Sota Bookkeeping
Sota Bookkeeping provides bookkeeping and QuickBooks Online to small businesses with a down-to-earth, easy to talk to and understand attitude. We're passionate about small business and want to take the burden of bookkeeping off your plate so you can focus on the real reason you went into entrepreneurship.
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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26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
12 Client Reviews
"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!"
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
