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
CFO Services Tailored for Growing Startups
From forecasting to fundraising, our CFOs help you make data-backed decisions and scale sustainably—without the full-time cost.
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.
Your Startup-Focused
Financial Partner
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.
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
- 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.
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