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Iota Finance
Expert tax, accounting, and fractional CFO services for small businesses, startups, and entrepreneurs.
📍 Works with clients worldwide
Iota Finance | Advisory Services, Bookkeeping, Forensic Accounting
3.8
Average rating
12
Client Reviews
N/A
Pricing
What Our Clients Say
3.8
12 Client Reviews
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Sam caffeine
April 11, 2024
Experience working with Iota Finance
Igor is knowledgeable about tax strategies and provides clear step-by-step advice that is easy to understand for people who may not understand accounting like me. His platform, Iota, provides seamless tax fillings, which are easy to follow and saves you time.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Ettore Ettore
April 12, 2024
Experience working with Iota Finance
Igor from Iota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Meet The Team Behind Iota Finance
Igor Tutelman, CPA
Igor Tutelman, CPA

Managing Partner | Fractional CFO | Not Your Father's Accountant

Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$500,000
Minimum Annual Income
$100,000
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Forensic Accounting
✔ Fractional CFO Services
✔ International Tax Services
✔ Mergers and Acquisitions
✔ Payroll Services
✔ Tax Preparation
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Due Diligence
✔ Post-Merger Integration Support
✔ Accounts Payable/Receivable
✔ Business Formation
✔ Business Valuations
✔ Cash Flow Management
✔ Individual Tax Preparation
✔ Sales Tax
✔ Tax Planning & Strategy
✔ Tax Resolution & IRS Representation
Our Ideal Client Profile
Startups, small businesses, serial entrepreneurs, and real estate investors looking for a strategy-driven and relationship-focused CPA firm.
How We Work
1
Schedule a Discovery Call
We'll discuss your challenges, goals, and values to see if we are a good fit.
2
Accounting Assessment
We'll conduct a complimentary and comprehensive assessment of your accounting and taxes to identify risks and opportunities for improvement.
3
Proposal Call
We'll discuss scope of services, expectations, review our portal, and discuss what it looks like to work together.
4
Onboarding
You'll meet the team, we'll do a deep dive into your operations, and we'll get started!
Behind The Scenes At Iota Finance

The Big List of Business Tax Deductions

Maximize Your Business Vehicle Deductions

In this episode of "Not Your Father’s Accountant," Igor Tutelman, CPA, explains how small business owners can maximize their vehicle deductions and save more on taxes. From deciding between leasing or owning to choosing the right deduction method (standard mileage vs. actual expenses), Igor breaks down the key strategies to ensure you're not leaving money on the table.
You'll learn what trips and expenses are eligible for deductions, how to maintain proper mileage logs, and get access to a free calculator to help you decide which deduction method works best for your situation. If your car plays a role in your business operations, you won’t want to miss this guide to smarter tax planning!

How to Pay Your Kids Through Your Business

Welcome to Not Your Father’s Accountant! I’m Igor Tutelman, CPA & Managing Partner of Iota Finance, here to bring you tax-saving tips without putting you to sleep. In today’s video, we’re diving into a topic every business owner and parent needs to know: How to Pay Your Kids Through Your Business.
This strategy can save you thousands in taxes and teach your kids valuable life lessons about money and work. Here's what we’ll cover:

Why paying your kids through your business can save on taxes and teach work ethic.
Key differences between paying kids under 18 vs. over 18.
How business structure (LLCs, S Corps, C Corps) affects the process.
The importance of documentation and compliance to avoid IRS trouble.
Practical examples of how to implement this strategy.
Plus, I’m offering free resources, including a detailed guide, sample contract, time tracker, and more!

If you’re a parent and business owner looking to optimize your tax strategy, this video is for you.

Free Planning Guide:
https://iota-finance.com/pay-your-kids

How to Create a Monthly Accounting Process for Small Businesses and Startups

In this episode of "Not Your Father’s Accountant," Igor Tutelman, CPA, shares practical tips for small businesses and startups to setup and streamline their monthly accounting process. He covers the essentials of a well-structured accounting cycle, including managing transactions, using the right software like QuickBooks and Xero, and setting up internal controls to reduce errors and fraud.
Igor also provides guidance on documenting and delegating tasks, as well as regularly reviewing financial statements and KPIs to assess business performance. If you’re looking to keep your books accurate and up-to-date while avoiding last-minute stress, this episode is for you!

S Corps 101

In this episode of "Not Your Father’s Accountant," Igor Tutelman, CPA, unpacks the fundamentals of S Corporations and how they can benefit small businesses. He covers everything you need to know to make an informed decision on S Corp status, including what an S Corp is, how it’s taxed, and key requirements for qualification.
Igor also shares insights on topics like reasonable compensation and accountable plans to help S Corp owners maximize tax savings. If you’re wondering whether an S Corp election is right for your business or simply want to understand its potential benefits, this episode is for you!
Iota Finance's Tech Stack
About 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.

Schedule a Free Consultation Today!

Schedule a free consultation with a CPA to get your questions answered and learn about what it looks like to work together.
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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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.
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