STAXX
FOUNDING YEAR
2022
NUMBER OF EMPLOYEES
6 - 20 employees
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
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 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 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
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$500,000
Services Offered
Client Specialties
Service Pricing
Monthly Fixed Fee
$1,850
Quarterly Fixed Fee
$4,500
Client Type
Meeting Options
Video meetings
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.
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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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.
