4.8
Average rating
13
Client Reviews
$500 - $1,500
Monthly Fixed Fee
$250K
Minimum Annual Income
$500K
Minimum Annual Revenue
What Our Clients Say
4.8
13 Client Reviews
Sam caffeine
April 11, 2024
5.0
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
5.0
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
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Meet The Team Behind Iota Finance
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
$250,000
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...
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...
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...
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...
Transparent Pricing
Essentials Package
$500 - $1,500 Monthly Fixed Fee
Basic monthly bookkeeping (cash basis) and financials, and annual 1099 filing
Growth Package
$1,000 - $3,000 Monthly Fixed Fee
Monthly bookkeeping (cash basis) & financials, annual or semi-annual advisory/planning calls, and 1 add-on service (payroll, sales tax, income tax)
Advisor Package
$3,000 - $15,000 Monthly Fixed Fee
Monthly bookkeeping (cash or accrual) & financials, quarterly or monthly advisory calls, 2-3 add-on services (payroll, sales tax, income tax), and 1-2 advisor services (forecast, budget, dashboard)
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. We offer year-round compliance and strategy packages at fixed monthly fees, so you know what you're getting, when you're getting it, and how much it'll cost. We do not offer standalone tax preparation services and only work with entrepreneurs who own at least one business or 3-5 rental properties, because that's where we can help you maximize ROI on your tax and accounting.
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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