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, Taxes—Upgraded by a Real CFO.
All-in-one: Bookkeeping, payroll, and taxes handled, start to finish
Expert oversight: U.S. CPAs & seasoned CFOs, not just bookkeepers
Flat-rate pricing: No hourly fees, no surprises, cancel anytime
Strategic insights: Not just reports—actionable advice for growth & savings
100% secure & private.
Get Your Custom Quote—Free & Fast
Trusted by Small Businesses. Backed by Real CPAs.
U.S. Internal Revenue Service, National CPA Registry, QuickBooks ProAdvisor Program.
Start in 3 Simple Steps
No setup fees. No messy forms.
Just clean books—every month, handled by real CPAs.
Talk
Connect with your CFO—one real conversation to map your business, goals, and biggest financial questions.
No sales pitch. Just expert insight from day one.
Share
Securely send us your statements, invoices, or QuickBooks files—no need to organize or prep.
Messy books? No problem. Your CFO handles cleanup, catch-up, and sets you up for success.
Done
Get monthly books, payroll, and taxes—all CPA-reviewed and guided by your Fractional CFO.
But that’s just the start: you’ll also get clear reports, cashflow insights, and growth advice every month.
That’s it. No hourly rates. No endless forms.
Just stress-free finance—handled at a CFO level, every single month.
Who We’re Here For
With uTaxes Fractional CFO, you don’t just “get your books done.”
You get a partner for every financial decision—today and as you grow.
Who’s tired of wondering if they’re really profitable—or where their money goes.
We don’t just reconcile your books. Your CFO explains the numbers, so you always know what’s working—and what’s next.
Who’s juggling Stripe, Square, checks, and cash—and wants real clarity, not chaos.
Your CFO brings all your income streams into one crystal-clear dashboard, so you see the big picture, not just transactions.
Who’s afraid of missing deductions, triggering an IRS audit—or leaving money on the table.
With CFO oversight, every report is tax-smart, audit-ready, and designed to maximize your savings.
Who needs real answers fast—not just data entry or another delayed email.
Your dedicated CFO is always a call away—no ghosting, no runaround. Proactive advice, whenever you need it.
Who wants to grow, plan ahead, or raise money—not just “keep up.”
Your CFO gives you forecasts, “what-if” plans, and smart strategies—so you’re always ready for what’s next.
Who’s ready to focus on their business, not chase receipts—or worry about cash flow.
We take the busywork and the guesswork off your plate, so you can lead with confidence.
What You're Dealing With vs. What We Deliver
With uTaxes
Before uTaxes
Your dedicated CFO reviews your books—proactively fixing issues before they become headaches.
“I only found out about mistakes when it was too late—usually from the IRS.”
You get real financial strategy: cash flow forecasting, tax-saving plans, and “what if” scenario analysis.
“My old bookkeeper just kept score—I never got advice on how to actually grow or save.”
All your income streams—Stripe, Square, checks, ACH—are tracked, reconciled, and visualized in one dashboard.
“I had to piece together numbers from a dozen places and hope for the best.”
Flat monthly fee. Unlimited advice. One-on-one access to your U.S. CFO—never pay extra for help.
“I hesitated to ask questions—every answer felt like another invoice.”
Your CFO explains what the numbers mean for your business, every month—so you can act, not guess.
“I got reports—but had no idea what to do with them.”
We handle the busywork and the big picture—so you can focus on growing your business.
“I spent more time fixing financial problems than leading my team.”
What Small Business Owners Are Saying
Real Feedback, Real Results
I used to dread tax season because I never knew what I owed. Now I get a monthly snapshot of my finances that even I can understand.
Tony Brooks
Independent Coach
I had spreadsheets, a bookkeeper, and a tax advisor—and still felt lost. uTaxes gave me one team, one flat rate, and finally… peace of mind.
Jason Reed
E-commerce – Shopify Brand Owner
I didn’t track cash flow until it became a problem. Now I get monthly reports I actually use—and fewer surprise bills.
Leo Carter
Dentist
Running payroll, tracking tips, and filing sales tax used to take hours—and I’d still second-guess the numbers. With uTaxes, it’s all organized, reviewed by a CPA, and ready when I need it.
Amina Shah
Restaurant Owner
I used to miss invoices, forget receipts, and hope for the best. Now uTaxes keeps me on track—and even found deductions I missed.
Jamal Thompson
Construction Company Owner
I thought bookkeeping was just about clean reports. But now I get insights that help me forecast, hire, and grow.
Elena Lee
SaaS Startup Founder
$3,000+
average annual tax savings
Average tax savings for small businesses using our bookkeeping services compared to self-filing
9.1 hours
saved per month
Monthly time savings for business owners who outsource their bookkeeping to our expert team
99.7%
accuracy in error detection
Error-detection accuracy, so your decisions rest on reliable data.
Choose Your Plan
Choose the CFO service plan that best fits your business stage
Starter
$499
/month
billed monthly
Perfect for startups and small businesses
Bookkeeping
Financial Statements (P&L, Balance Sheet, Cash Flow)
Year-end Tax Package Support (CPA filing docs prep)
Customer Success Manager Support (Email)
Growth
$999
/month
billed monthly
Ideal for growing businesses
All Starter plan features
Payroll System Integration Support
Sales Tax Support (Single state)
KPI Dashboard (Standard)
Monthly Summary & Insights Report
Financial Advisor Zoom Meetings (1 per month)
Customer Success Manager Support (Email + Phone)
Scale
Custom
/month
billed monthly
For rapidly scaling enterprises
All Growth plan features
Sales Tax Support (Multi-state)
KPI Dashboard (Custom)
Financial Advisor Zoom Meetings (Up to 2 per month)
Financial Modeling & Rolling Forecasts
Tax Planning (R&D credits, entity structure)
Fundraising Preparation Services
Cash Flow Risk Monitoring
Customer Success Manager Support (with Slack)
All plans include unlimited monthly transactions with no hidden fees. Services can be customized based on your business needs.
1,200+
Specialized in 1–20 Staff Businesses
$45M+
Every number double-checked by U.S. CPAs—no bots, no guesswork.
40+ years
Combined U.S. CPA Experience Across Our Lead Team
Your books deserve real accountants. So that's who we hire.
Building Trust + Driving Results
Transform Your Finances. Drive Smarter Growth.
Strategic Clarity
3X
Faster DecisionsClients who work with our Fractional CFOs make critical business decisions 3x faster—because you’ll have instant access to real-time dashboards, cash flow projections, and scenario planning.
Before: Guesswork & Delays → After: Instant Clarity & Confident Moves
Cost Efficiency
30%
Expense ReductionOn average, our clients cut unnecessary expenses by 30%—with proactive budget reviews, real-time alerts, and the kind of spend discipline only a CFO brings.
Before: Money leaks, missed savings → After: Every dollar working for you
Time Saved
20+
hrs/monthSave 20+ hours a month—freeing you from spreadsheets, late nights, and “DIY” financial headaches. Our CFOs handle planning, analysis, and investor decks—so you can focus on real growth.
Before: Drowning in details → After: Focused on scaling your business
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
1000+
Businesses served
Leading Provider of Bookkeeping & Financial Management
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?
Get started with uTaxes today.
All-in-One Practice Management, Trusted by Professionals