Logo
Manage Docs
uTaxes CFO, uTaxes Fractional CFO, Fractional CFO, Virtual CFO, Startup CFO, Outsourced CFO, Small Business CFO, uTaxes Finance, uTaxes Tax, uTaxes Bookkeeping, uTaxes Budgeting, CFO on demand, uTaxes cashflow, uTaxes forecast, uTaxes financials, uTaxes payroll, uTaxes reporting, uTaxes accounting, uTaxes fractional CFO services, Hire a CFO at uTaxes, uTaxes for financial management, Small business fractional CFO uTaxes, uTaxes startup financial guidance, Remote CFO via uTaxes, Affordable fractional CFO uTaxes, uTaxes tax planning CFO, Virtual CFO for SaaS, CFO services for ecommerce uTaxes, Monthly cash flow forecast uTaxes, uTaxes profit margin analysis, uTaxes KPI dashboard service, uTaxes CFO and bookkeeping combo, CFO financial analysis by uTaxes, uTaxes budgeting and projections, uTaxes executive financial advisor, On-demand CFO by uTaxes, uTaxes controller-level support, uTaxes QuickBooks CFO support, How uTaxes helps with financial strategy, Find a reliable fractional CFO on uTaxes, Get CFO insights without hiring full-time, uTaxes fractional CFO for early-stage startup, Outsource your financials with uTaxes CFO team, uTaxes helps track expenses and forecasting, Improve business health with uTaxes CFO plans, uTaxes gives clarity to small business finance, uTaxes CFO for cash flow improvement, Scale your startup with uTaxes CFO, Avoid financial pitfalls with uTaxes advisory, uTaxes CFO services for growing businesses, uTaxes helps build strong financial systems, Affordable CFO alternatives with uTaxes, uTaxes fractional CFO for B2B startups, How uTaxes can replace a full-time CFO, Get metrics-driven advice with uTaxes CFO, uTaxes fractional CFO for online businesses, Hire CFO on a monthly plan with uTaxes, Streamline financial reviews via uTaxes CFO, What does a fractional CFO do at uTaxes?, How can uTaxes help with budgeting?, Can I get CFO help from uTaxes monthly?, How affordable is uTaxes CFO service?, What does a uTaxes virtual CFO include?, Is a fractional CFO right for my business?, How do I hire uTaxes CFO services?, Does uTaxes offer SaaS CFO support?, What’s included in uTaxes CFO packages?, Can uTaxes help prepare investor reports?, How does uTaxes CFO compare to in-house CFO?, When should I hire a CFO from uTaxes?, How do I cancel uTaxes CFO service?, Can uTaxes handle my startup finances?, What tools does uTaxes CFO use?, Can uTaxes help with cost cutting?, Is uTaxes CFO remote or in-person?, How often do uTaxes CFOs report?, Do I need uTaxes or a CPA firm?, Can uTaxes work with QuickBooks or Xero?, uTaxes CFO for solopreneurs, uTaxes CFO for digital agencies, uTaxes financial modeling experts, Forecasting service from uTaxes CFO, uTaxes expert CFO for Series A startups, uTaxes fractional CFO for nonprofits, CFO onboarding process at uTaxes, Monthly advisory check-ins from uTaxes, Get CFO-grade insights with uTaxes, CFO vs accountant uTaxes comparison, uTaxes ROI-driven CFO strategy, uTaxes revenue planning service, Optimize your burn rate with uTaxes, Fundraising financial prep via uTaxes CFO, Board-level reporting from uTaxes CFO, Investor-ready finances with uTaxes, Cap table modeling by uTaxes CFO, Scenario analysis using uTaxes tools, Track runway with uTaxes financials, uTaxes financial due diligence reports, uTaxes cash flow management, uTaxes financial roadmap for startups, uTaxes helps reduce churn with better metrics, uTaxes CFO helps with debt planning, uTaxes financial ratios review, uTaxes income statement analysis, uTaxes full-stack finance outsourcing, uTaxes monthly business reports, uTaxes startup runway forecast, uTaxes investor pitch support, uTaxes P&L cleanup service, uTaxes helps prepare financial narrative, uTaxes business model refinement, CFO led growth planning with uTaxes, uTaxes strategic finance team, uTaxes growth-stage financial services, uTaxes for pre-seed funding support, uTaxes KPI benchmarking, uTaxes net income improvement tips, uTaxes business turnaround advisory, uTaxes fractional CFO reviews, uTaxes CFO pricing, Hire uTaxes for CFO help, uTaxes financial experts team, uTaxes CFO vs Pilot, uTaxes vs Preferred CFO, Compare CFO services: uTaxes vs Delegate, uTaxes customer stories CFO, uTaxes monthly plans for CFO support, uTaxes CFO case studies, uTaxes CFO implementation checklist, uTaxes for ecommerce financial support, uTaxes early stage finance team, uTaxes cash flow visibility, uTaxes CFO-led tax planning, uTaxes bookkeeping and CFO combo, uTaxes in-depth financial audits, uTaxes flexible CFO packages, uTaxes small business finance solutions, uTaxes SaaS-focused CFO support, 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, CFO service 11, CFO service 12, CFO service 13, CFO service 14, CFO service 15, CFO service 16, CFO service 17, CFO service 18, CFO service 19, CFO service 20, CFO service 21, CFO service 22, CFO service 23, CFO service 24, CFO service 25, CFO service 26, CFO service 27, CFO service 28, CFO service 29, CFO service 30, CFO service 31, CFO service 32, CFO service 33, CFO service 34, CFO service 35, CFO service 36, CFO service 37, CFO service 38, CFO service 39, CFO service 40, CFO service 41, CFO service 42, CFO service 43, CFO service 44, CFO service 45, CFO service 46, CFO service 47, CFO service 48, CFO service 49, CFO service 50, CFO service 51, CFO service 52, CFO service 53, CFO service 54, CFO service 55, CFO service 56, CFO service 57, CFO service 58, CFO service 59, CFO service 60, CFO service 61, CFO service 62, CFO service 63, CFO service 64, CFO service 65, CFO service 66, CFO service 67, CFO service 68, CFO service 69, CFO service 70, CFO service 71, CFO service 72, CFO service 73, CFO service 74, CFO service 75, CFO service 76, CFO service 77, CFO service 78, CFO service 79, CFO service 80, CFO service 81, CFO service 82, CFO service 83, CFO service 84, CFO service 85, CFO service 86, CFO service 87, CFO service 88, CFO service 89, CFO service 90, CFO service 91, CFO service 92, CFO service 93, CFO service 94, CFO service 95, CFO service 96, CFO service 97, CFO service 98, CFO service 99, CFO service 100, CFO service 101, CFO service 102, CFO service 103, CFO service 104, CFO service 105, CFO service 106, CFO service 107, CFO service 108, CFO service 109, CFO service 110, CFO service 111, CFO service 112, CFO service 113, CFO service 114, CFO service 115, CFO service 116, CFO service 117, CFO service 118, CFO service 119, CFO service 120, CFO service 121, CFO service 122, CFO service 123, CFO service 124, CFO service 125, CFO service 126, CFO service 127, CFO service 128, CFO service 129, CFO service 130, CFO service 131, CFO service 132, CFO service 133, CFO service 134, CFO service 135, CFO service 136, CFO service 137, CFO service 138, CFO service 139, CFO service 140, CFO service 141, CFO service 142, CFO service 143, CFO service 144, CFO service 145, CFO service 146, CFO service 147, CFO service 148, CFO service 149, CFO service 150
Banner
Love, Peace of Mind

Grow Smarter with Fractional CFO Expertise

From forecasting to fundraising, our CFOs help you make data-backed decisions and scale sustainably—without the full-time cost.

Excellent

1,530 reviews

Your Startup-Focused Financial
Partner

We provide fractional CFO services for startups and small businesses with
$300K–$10M annual revenue.

Pricing Plans

Choose the CFO service plan that best fits your business stage

Starter

$499

/mo

Perfect for startups and small businesses

Bookkeeping (QuickBooks categorization & reconciliation)
Financial Statements (P&L, Balance Sheet, Cash Flow)
Year-end Tax Package Support (CPA filing docs prep)
Customer Success Manager Support (Email)
Recommended
Growth

$999

/mo

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

$1499

/mo

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.

Business

Make it official

Upgrade your business with expert financial leadership—without the cost of a full-time CFO. Our Fractional CFO services give you real-time financial insights, cash flow clarity, and proactive tax planning so you can scale with confidence. From startups to growing companies, we help you make smarter decisions, stay compliant, and impress investors.

You don't have to figure it out alone

Running a business is complex—your finances shouldn't be. Our experienced CFO team is here 7 days a week to answer your questions, walk you through financial challenges, and give you peace of mind. Focus on growth—we'll handle the numbers.

Business

WHO WE WORK WITH

Who We Serve

Revenue

$300K – $10M annually

Expenses

$20K – $1M monthly

Stage

Pre-Seed to Series A or established business

Industries

E-commerce, SaaS, Agencies, Service-based

Common Pain Points

Leadership Gap

No dedicated CFO or financial leadership

Financial Clarity

Difficulty understanding financial reports

Profitability Uncertainty

Unclear profitability and cash flow status

Fundraising Challenges

Challenges preparing for fundraising

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

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

Register your business
    Limited liability company (LLC)Corporation (C corp)Corporation (S corp)Licenses & Permits

View All