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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.

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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

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.

Your Startup-Focused Financial
Partner

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

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