5.0
Average rating
19
Client Reviews
$3,000
Monthly Fixed Fee
What Our Clients Say
5.0
19 Client Reviews
Clifton
February 12, 2024
Experience working with STAXX
Communication, seasoned, and personal
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Jake
February 12, 2024
Experience working with STAXX
Extremely reliable & have a great system in place
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
U.S. based business owners who value top notch financial services. They're looking to grow and are looking to get the right financial foundation in place to be able to do so.
Clients who wouldNOTbe a good fit
Low net worth individuals with no business, non-US citizens, client's that need intensive inventory tracking, clients not willing to use QBO.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$500,000
Client Specialties
Preferred Industries
Client Type
Services Offered
Service Pricing
Monthly Fixed Fee
$3,000
Quarterly Fixed Fee
$7,650
Annual Fixed Fee
Meeting Options
Video meetings
Client Portal/Online Platform
STAXX's Tech Stack
About STAXX
STAXX Provides Ongoing Fractional CFO & Accounting Services to business owners in the United States. Our current clients range from making between $500,000 - $30 Million per year in revenue.
We plug a fractional accounting and finance team into your business. Allowing you to focus on your vision and double down on your strengths while we handle the financials in the background.
Go here for more info and to see in detail what working together would be like: https://gamma.app/docs/ov31t6ofmtkhtzo
Go here to see our case studies and testimonials: https://gamma.app/docs/1vkkshmqwq5972e
We handle a wide range of services for clients depending on their needs, but for the majority of clients, we consolidate all of the service types below into one ongoing monthly investment:
1. Monthly Bookkeeping
2. Visual Financial Reports
3. Fractional CFO Advisory
4. Strategic Tax Planning & Tax Return Management
*All of our clients get a private slack channel with our team*
*All of our clients get a dedicated team working on their account*
We can also manage payroll, payroll tax returns, S-Corp elections, merger/acquisition support, financial streamlining & automation, and other things of that nature.
So, how does this help business owners?
In short, our work:
- Skyrockets visibility through expert analysis, visual reports, and insights
- Reveals hidden financial opportunities in your business
- Keeps you compliant with the IRS
- Allows you to play the game of business on OFFENSE
- Recaptures your time so you can focus on growing your business
- Provides peace of mind
- GREATLY reduces staff costs and bloated/unnecessary expenses
- Reduces errors and increases efficiency
- Brings clarity, reliability, and savings to your taxes
- Provides a single source of truth for all things financial
- Reduces coordination fatigue
We plug a fractional accounting and finance team into your business. Allowing you to focus on your vision and double down on your strengths while we handle the financials in the background.
Go here for more info and to see in detail what working together would be like: https://gamma.app/docs/ov31t6ofmtkhtzo
Go here to see our case studies and testimonials: https://gamma.app/docs/1vkkshmqwq5972e
We handle a wide range of services for clients depending on their needs, but for the majority of clients, we consolidate all of the service types below into one ongoing monthly investment:
1. Monthly Bookkeeping
2. Visual Financial Reports
3. Fractional CFO Advisory
4. Strategic Tax Planning & Tax Return Management
*All of our clients get a private slack channel with our team*
*All of our clients get a dedicated team working on their account*
We can also manage payroll, payroll tax returns, S-Corp elections, merger/acquisition support, financial streamlining & automation, and other things of that nature.
So, how does this help business owners?
In short, our work:
- Skyrockets visibility through expert analysis, visual reports, and insights
- Reveals hidden financial opportunities in your business
- Keeps you compliant with the IRS
- Allows you to play the game of business on OFFENSE
- Recaptures your time so you can focus on growing your business
- Provides peace of mind
- GREATLY reduces staff costs and bloated/unnecessary expenses
- Reduces errors and increases efficiency
- Brings clarity, reliability, and savings to your taxes
- Provides a single source of truth for all things financial
- Reduces coordination fatigue
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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3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
5 Client Reviews
"After enduring years of unresponsive and unhelpful accountants, especially during the crucial tax season, we found Pablo and Kevin, and our relief is immense. Whether you're a new business looking for basic advice or an established company needing detailed insights for strategic planning, they are always there to answer any questions. I highly recommend their services to anyone in my network."
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
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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.
