At uTaxes, we offer services such as Fractional CFO, Virtual CFO, Startup CFO, and Small Business CFO support. Whether you're looking for outsourced CFO insights, budgeting tools, or financial forecasting, uTaxes has you covered.

Our team provides expert bookkeeping, tax planning, cash flow analysis, KPI dashboards, payroll management, and monthly reporting solutions tailored for small businesses and startups.

Clients often search for phrases like "Hire a CFO at uTaxes", "Affordable CFO for SaaS", "On-demand CFO services", or "uTaxes QuickBooks support". We're proud to deliver value at each step.

Looking to scale your business? Explore how uTaxes helps with strategic finance, P&L cleanup, investor-ready financials, and board-level reporting. Our team combines CFO-level insights with hands-on bookkeeping.

Whether you're a solopreneur, a digital agency, or a growing startup, uTaxes offers flexible monthly CFO plans. See how we compare with other firms like Pilot, Preferred CFO, and Delegate.

Our CFO service tiers include: CFO service 1, CFO service 2, CFO service 3, CFO service 4, CFO service 5, CFO service 6, CFO service 7, CFO service 8, CFO service 9, CFO service 10.

uTaxes Logo
Love, Peace of Mind

Bookkeeping, Payroll, and Taxes β€” all powered by your Fractional CFO.

40+ Years of Tax Expertise, Licensed CPA

All-in-One: Bookkeeping, Payroll, Tax & Strategy

Helping growing businesses stay financially strong.

Book a Free 20-min Call

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40+ years

CPA-led financial experience

$100M+

Business finances guided

100+

Businesses served

Leading Provider of Bookkeeping & Financial Management

Don't leave your finances to chance.

Join 100+ founders who chose uTaxes to take control of their numbers and raise with confidence.

Pricing Plans

Choose the plan that best fits your business stage

Starter

$499

/month

billed monthly

Perfect for solo founders and very small teams

A streamlined solution to keep your books clean and your team paid β€” without the overhead.

Includes:

Monthly Bookkeeping

Basic Financial Reports

Up to 2 Bank/Credit Card Accounts

1 Payroll Run (up to 3 employees)

Annual Tax Prep Guidance

Email Support

πŸ“ Best for: freelancers, consultants, and micro-businesses

Most Popular
Growth

$999

/month

billed monthly

Built for small businesses ready to grow

A complete monthly finance solution that includes payroll, taxes, and expert support β€” so you can stay focused on your business.

Includes:

Full Monthly Bookkeeping

Payroll for up to 10 Employees

Federal & State Income Tax Filing

Sales Tax Filing (1 state included)

Monthly Financial Reports (P&L, Balance Sheet)

Year-End Tax Package (W-2s, 1099s)

Quarterly Check-In Call

Dedicated Account Manager

Email + Chat Support

πŸ“ Best for: LLCs, restaurants, clinics, contractors, and growing teams

Scale

Custom

/month

billed monthly

For companies with growing complexity and higher financial visibility needs

All-in-one support with advanced reporting, strategic insights, and multi-state operations coverage β€” without hiring a full-time team.

Includes everything in Growth, plus:

Payroll for up to 25 Employees

Multi-State Tax Filing

Custom Financial Dashboards

Monthly Strategy Call with Senior Advisor

CFO Insights & Forecasting Support

Inventory or Job Cost Tracking (if applicable)

Priority Support

πŸ“ Best for: multi-location businesses, funded startups, and companies preparing for expansion or fundraising

All plans include unlimited monthly transactions with no hidden fees. Services can be customized based on your business needs.

Your Startup-Focused
Financial Partner

Business

Put a CFO on Your Team β€” Without the Full-Time Cost

Our Fractional CFO services give you clear, timely financials, smart cash flow management, and forward-looking tax planning β€” so you can make confident decisions and grow with control. Whether you're a startup or a growing business, we help you run lean, think strategically, and stay investor-ready.

You run the business. We’ll handle the numbers.

Growing a business is hard β€” managing your finances doesn’t have to be. Our experienced team is available every day to answer your questions, guide you through financial challenges, and give you clarity when you need it most. You focus on building your business. We’ll take care of the numbers.

Business

Frequently Asked Questions

  • 01
    Is my company a good fit for outsourced CFO services?
    If your business has annual revenue between $300K and $10M, or monthly expenses from $20K to $1M, our services are designed for you. We support early-stage startups (Pre-Seed to Series A) and established small businesses in industries like E-commerce, SaaS, agencies, and service-based companies.
  • 02
    What challenges can an outsourced CFO help solve?
  • 03
    How does your service work?
  • 04
    How is this different from bookkeeping or accounting?
  • 05
    Why not hire a full-time CFO?
  • 06
    Is there a minimum contract or long-term commitment?
  • 07
    Do you also handle taxes, bookkeeping, or HR?

Customer Reviews

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5/18/2025

Fast and accurate LLC setup

Forming my LLC with uTaxes was a joyful breeze! Huge thanks to Layla Monroe for making every step so simple and stress-free.

Layla M.

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5/12/2025

Bookkeeping made simple and smooth

Thanks to Derek Lyons and the uTaxes team, my monthly bookkeeping is finally organized and reliable.

Derek L.

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4/26/2025

Quick turnaround on EIN and registration

Jenna West and uTaxes got my EIN and state registration done in a matter of days. Super professional!

Customer

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4/15/2025

Efficient business tax filing

Carter Briggs and Nina from uTaxes made our corporate tax filing a breeze. They truly understand small business needs.

Briggs & Co. Solutions

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3/22/2025

erfect Support for Small Business 1099 Filing

Mia Vance and the uTaxes team handled all our 1099 filings before the deadline. Fast and thorough support!

Mia V.

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3/12/2025

Sales tax support that actually works

Nolan Price and Sage resolved our multi-state sales tax filings quickly. Grateful to have uTaxes onboard.

Customer

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2/17/2025

Reliable payroll services with a human touch

Elise Gordon and Damon set up our payroll in just a few hours. uTaxes made it effortless.

Gordon Consulting LLC

β˜…β˜…β˜…β˜…β˜…

2/06/2025

Fractional CFO insights that drive growth

With monthly CFO-level reports and strategic planning from uTaxes, we secured the funding we needed.

Trevor H.

β˜…β˜…β˜…β˜…β˜…

5/18/2025

Fast and accurate LLC setup

Forming my LLC with uTaxes was a joyful breeze! Huge thanks to Layla Monroe for making every step so simple and stress-free.

Layla M.

β˜…β˜…β˜…β˜…β˜…

5/12/2025

Bookkeeping made simple and smooth

Thanks to Derek Lyons and the uTaxes team, my monthly bookkeeping is finally organized and reliable.

Derek L.

β˜…β˜…β˜…β˜…β˜…

4/26/2025

Quick turnaround on EIN and registration

Jenna West and uTaxes got my EIN and state registration done in a matter of days. Super professional!

Customer

β˜…β˜…β˜…β˜…β˜…

4/15/2025

Efficient business tax filing

Carter Briggs and Nina from uTaxes made our corporate tax filing a breeze. They truly understand small business needs.

Briggs & Co. Solutions

β˜…β˜…β˜…β˜…β˜…

3/22/2025

erfect Support for Small Business 1099 Filing

Mia Vance and the uTaxes team handled all our 1099 filings before the deadline. Fast and thorough support!

Mia V.

β˜…β˜…β˜…β˜…β˜…

3/12/2025

Sales tax support that actually works

Nolan Price and Sage resolved our multi-state sales tax filings quickly. Grateful to have uTaxes onboard.

Customer

β˜…β˜…β˜…β˜…β˜…

2/17/2025

Reliable payroll services with a human touch

Elise Gordon and Damon set up our payroll in just a few hours. uTaxes made it effortless.

Gordon Consulting LLC

β˜…β˜…β˜…β˜…β˜…

2/06/2025

Fractional CFO insights that drive growth

With monthly CFO-level reports and strategic planning from uTaxes, we secured the funding we needed.

Trevor H.

β˜…β˜…β˜…β˜…β˜…

1/29/2025

Business license guidance was spot-on

uTaxes made the permitting process easy and accurate β€” couldn't have done it without Piper and Knox.

Sloan Strategies

β˜…β˜…β˜…β˜…β˜…

1/21/2025

C Corp formation made painless

I had no idea where to start. Damon Reyes and Ivy from uTaxes made forming a C Corporation feel easy.

Damon R.

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1/14/2025

Perfect support for S Corp election

Keira Vaughn and Asher from uTaxes walked me through S Corp benefits and handled the entire IRS process.

Vaughn & Partners

β˜…β˜…β˜…β˜…β˜…

2/03/2025

Amazing help managing my business finances

From payroll to bookkeeping, Tristan and Nora at uTaxes saved me hours each month.

Customer

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3/04/2025

Helped me file my personal taxes with confidence

Sienna Lowe and Ezra explained deductions and filed everything on time. uTaxes really knows individual tax.

Sienna L.

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3/27/2025

Handled multi-state sales tax like pros

Thanks to uTaxes, we're fully compliant in 4 states β€” Wyatt and Isla made Nexus tracking easy.

Kerr Ventures

β˜…β˜…β˜…β˜…β˜…

4/08/2025

Smart CFO insights and budget planning

uTaxes, with Brynn and Theo, gave us the clarity we needed for financial planning and team growth.

Brynn C.

β˜…β˜…β˜…β˜…β˜…

4/29/2025

Excellent experience filing both business and personal returns

Landon Shepherd and Clara from uTaxes handled both our S Corp and my own return with ease.

Shepherd Business Group

β˜…β˜…β˜…β˜…β˜…

1/29/2025

Business license guidance was spot-on

uTaxes made the permitting process easy and accurate β€” couldn't have done it without Piper and Knox.

Sloan Strategies

β˜…β˜…β˜…β˜…β˜…

1/21/2025

C Corp formation made painless

I had no idea where to start. Damon Reyes and Ivy from uTaxes made forming a C Corporation feel easy.

Damon R.

β˜…β˜…β˜…β˜…β˜…

1/14/2025

Perfect support for S Corp election

Keira Vaughn and Asher from uTaxes walked me through S Corp benefits and handled the entire IRS process.

Vaughn & Partners

β˜…β˜…β˜…β˜…β˜…

2/03/2025

Amazing help managing my business finances

From payroll to bookkeeping, Tristan and Nora at uTaxes saved me hours each month.

Customer

β˜…β˜…β˜…β˜…β˜…

3/04/2025

Helped me file my personal taxes with confidence

Sienna Lowe and Ezra explained deductions and filed everything on time. uTaxes really knows individual tax.

Sienna L.

β˜…β˜…β˜…β˜…β˜…

3/27/2025

Handled multi-state sales tax like pros

Thanks to uTaxes, we're fully compliant in 4 states β€” Wyatt and Isla made Nexus tracking easy.

Kerr Ventures

β˜…β˜…β˜…β˜…β˜…

4/08/2025

Smart CFO insights and budget planning

uTaxes, with Brynn and Theo, gave us the clarity we needed for financial planning and team growth.

Brynn C.

β˜…β˜…β˜…β˜…β˜…

4/29/2025

Excellent experience filing both business and personal returns

Landon Shepherd and Clara from uTaxes handled both our S Corp and my own return with ease.

Shepherd Business Group

Get started with uTaxes today.

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