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.
Love, Peace of Mind
Bookkeeping, Payroll, and Taxes — 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
Trusted by Small Businesses, Startups, and Nonprofits
"With uTaxes, I finally stopped guessing. Their CPA team made my books and taxes crystal clear—no more Excel chaos or deadline stress."
JASON REED
"uTaxes handles everything—bookkeeping, payroll, and tax filing—so I don't have to juggle multiple vendors. It's my all-in-one financial solution."
NINA RAMOS
"Thanks to uTaxes, I spend less time on finances and more time scaling my business. Their CFO insights are a game-changer."
MICHAEL LISA
Building Trust + Driving Results
Transform Your Finances. Drive Smarter Growth.
Strategic Clarity
3X
Faster DecisionsClients using our Fractional CFO services make strategic decisions 3x faster with real-time dashboards, forecasts, and cash flow insights.
Before = Delays, After = Instant Clarity
Cost Efficiency
30%
Expense ReductionWe help small businesses identify unnecessary spend, optimize budgets, and unlock hidden savings through expert financial oversight.
Before CFO vs After CFO
Time Saved
20+
hrs/monthBusiness owners save over 20 hours monthly by outsourcing financial planning, reporting, and investor-ready analysis to our CFO experts.
Time Savings Timeline
Smarter Bookkeeping
Tax Support
Small Business
Bookkeeping and tax support for small businesses
From bookkeeping to full tax prep and CFO guidance, our virtual team supports small businesses and startups with clear pricing and dedicated expertise.
01
Flat-rate pricing. Built for growth.
We streamline accounting with affordable plans, no hidden fees, and scalable support—trusted by businesses who choose uTaxes for accuracy and reliability.
02
OUR CFO TRACK RECORD
We've helped
100+ customers...
RAISE
$1.5B
IN CAPITAL
FREE UP AS MUCH AS
$100K
IN LIQUIDITY
40+ years
CPA-led financial experience
$100M+
Business finances guided
100+
Businesses served
Leading Provider of Bookkeeping & Financial Management
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 — 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
📍 Best for: freelancers, consultants, and micro-businesses
Growth
$999
/month
billed monthly
Built for small businesses ready to grow
A complete monthly finance solution that includes payroll, taxes, and expert support — 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
📍 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 — 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
📍 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
Put a CFO on Your Team — Without the Full-Time Cost
Our Fractional CFO services give you clear, timely financials, smart cash flow management, and forward-looking tax planning — 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 — 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.
Frequently Asked Questions
- 01Is 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.
- 02What challenges can an outsourced CFO help solve?
- 03How does your service work?
- 04How is this different from bookkeeping or accounting?
- 05Why not hire a full-time CFO?
- 06Is there a minimum contract or long-term commitment?
- 07Do you also handle taxes, bookkeeping, or HR?
Customer Reviews
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.
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.
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
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
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.
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
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
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.
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.
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.
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
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
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.
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
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
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.
1/29/2025
Business license guidance was spot-on
uTaxes made the permitting process easy and accurate — couldn't have done it without Piper and Knox.
Sloan Strategies
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.
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
2/03/2025
Amazing help managing my business finances
From payroll to bookkeeping, Tristan and Nora at uTaxes saved me hours each month.
Customer
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.
3/27/2025
Handled multi-state sales tax like pros
Thanks to uTaxes, we're fully compliant in 4 states — Wyatt and Isla made Nexus tracking easy.
Kerr Ventures
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.
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
1/29/2025
Business license guidance was spot-on
uTaxes made the permitting process easy and accurate — couldn't have done it without Piper and Knox.
Sloan Strategies
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.
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
2/03/2025
Amazing help managing my business finances
From payroll to bookkeeping, Tristan and Nora at uTaxes saved me hours each month.
Customer
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.
3/27/2025
Handled multi-state sales tax like pros
Thanks to uTaxes, we're fully compliant in 4 states — Wyatt and Isla made Nexus tracking easy.
Kerr Ventures
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.
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.
All-in-One Practice Management, Trusted by Professionals