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.
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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.