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STAXX
Fractional CFO + Full-Service Accounting for Online Business Owners
📍 Works with clients across the U.S.
STAXX | Advisory Services, Bookkeeping, Fractional CFO Services
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Communication, seasoned, and personal", "author": "User", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Extremely reliable & have a great system in place ", "author": "User", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Highly professional and communicative. Cannot say enough good things about these guys ", "author": "Presley Presley", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "The team at STAXX is super impressive. Very proactive and knowledgable on all things accounting, finance, and taxes. Their reporting is incredibly helpful. As an agency partner, you would expect a level of separation but with STAXX, they really feel like a part of our team. ", "author": "Connor Skelly", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Dylan and his team have done an outstanding job assessing our corporate needs and designing a sound plan with key deliverables that have help us better manage our business and minimize our tax exposure. We couldn’t be happier! ", "author": "Jarrod Passey", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Before I met Dylan I was a bit worried about hiring an accountant. I wanted to make sure my online biz accounting was 100% airtight. Now, I spend exactly ZERO brainpower on accounting at all. And I can scale my biz without bookkeeping or accounting looming in the back of my mind. Just hire 'em. ", "author": "Kyam Calvert", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Great guys to work with, they care about the success of their clients. Would recommend them to anyone. ", "author": "Steven Analyst", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Known Dylan for years , been with him through his entire journey becoming an accountant and watching his business grow and succeed. STAXX has been taking care of my taxes ever since they started up and I don’t imagine going anywhere else . They kill it everytime ", "author": "j j", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Excellent service and communication. Highly recommend. ", "author": "Andrew Connellan", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "STAXX is the best accounting firm for online businesses", "author": "Andre Jr", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "If you're tired from the lack of communication and support from a large accounting firm, STAXX is the boutique solution that you need. All I had to do was share my debit and credit accounts with the team and they handled everything without me having to ask. I feel very safe knowing that I can rely on these guys for my finances. You will be in good hands with STAXX.", "author": "Arthur Sung", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "STAXX has made accounting/tax planning/bookkeeping and everything in-between as easy as cake - saved me $10k in taxes just last year", "author": "Matthew Lucero", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Staxx saved me from a previous nightmare CPA experience that was about to cost me tens of thousands of dollars due to incorrect filing. Within just a couple weeks the issue was resolved and I didn't end up in prison. Thanks boys! ", "author": "Scott Millard", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "STAXX made my business taxes a no-brainer. I mean that very literal too. I didn't have to think about anything after onboarding. Great communication, simple, and streamline.", "author": "Michael Rathman", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "They're my CFO right now & they've done a tremendous job. The best job any accountant has ever done in the history of accountants... maybe ever. And I know a lot of accountants", "author": "Max Marketing", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Great guys and good at what they do. Definitely recommend", "author": "Otavio Zerbini", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Absolute legends. I love looking through my financial report every month. These guys absolutely know their stuff!!", "author": "Caden Caden", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "STAXX is top-tier. They have helped me tremendously with not only my business bookkeeping but also financial projecting to set goals and hit them properly. I highly recommend them!", "author": "Owen Sammarone 🚀", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Alex & Team are top notch tax and accounting pro's. would recommend to anyone with a digital business.", "author": "Kiefer Godfrey", "reviewRating": { "@type": "Rating", "ratingValue": "5" } }
5.0
Average rating
19
Client Reviews
$3K to $
Monthly Fixed Fee
$0
Minimum Annual Income
$500K
Minimum Annual Revenue
What Our Clients Say
5.0
19 Client Reviews
Profile picture of
Clifton
February 12, 2024
5.0
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Communication, seasoned, and personal", "author": "STAXX", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Profile picture of
Jake
February 12, 2024
5.0
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Extremely reliable & have a great system in place ", "author": "STAXX", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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, clients that need comprehensive and large-scale inventory management, 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
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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