Iota Finance
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$500,000
Services Offered
Client Specialties
Service Pricing
Monthly Fixed Fee
$500 to $20,000
Annual Fixed Fee
$1,000
Preferred Industry
Client Type
Meeting Options
Video meetings
Client Portal/Online Platform
Clients who would be a good fit
Small businesses, funded startups, entrepreneurs, and real estate investors looking for a relationship-focused CPA firm.
Clients who wouldNOTbe a good fit
We are not a good fit if... you like doing everything yourself all the time, you don't like using technology to make your life easier, and you don't want a virtual accounting firm. We work with many firms who support earlier-stage companies, so reach out if you're not sure and we can help you find a firm that fits your situation.
Industries Iota Finance doesNOTserve
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.
You may be interested in:
Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
