SMB’s Choice for Accounting, Finance, and Tax Needs.
Gain back your peace of mind with tailored tax solutions, clean books, and forward-looking financial guidance.
Rated 5 stars by hundreds of users
★★★★★
All: ▲ 33.3%
80%
Average
+ $2,473.65
Performance
Quarter 🔻
Expenses
$123,456
Income
$654,321
Profit
+ $530,865
Features and benefits
Your Trusted Partner in Finance, Accounting, and Tax Solutions
See why SMBs trust our platform to manage their finance, accounting and tax needs.
Increased profits
Discover, create and grow profits with increased visibility into costs and AI-driven recommendations
Real time analytics
Discover, create and grow financial management software for the future of crypto investments.
Cloud integrations
Discover, create and grow financial management software for the future of crypto investments.
Unlimited usage
Discover, create and grow financial management software for the future of crypto investments.
Manage your business the smarter way.
Spend less time managing your finances and more time doing the things you enjoy.
100m
Annual profit
300 +
5 star review
33b
Average increase
10k
Happy customers
testimonials
Hear what people are saying about us
Streamlining Your Business Success with Expert CFO Services, Hassle-Free Accounting, and Customized Tax Solutions
★★★★★
Partnering with TaxDaddy has been a game-changer for our business. Their expert CFO services have provided us with invaluable financial insights and strategic guidance. We’ve seen a significant improvement in our financial health.
Sarah J., CEO of TRS HVAC and Plumbing
★★★★★
The accounting team at this firm is outstanding. They handle all our bookkeeping and payroll needs efficiently, allowing us to focus on growing our business. Their attention to detail and commitment to accuracy is unmatched.
Mark T., Owner of Thompson Retail Solutions
★★★★★
Tax season used to be stressful, but not anymore. Thanks to this firm’s comprehensive tax services, we know we’re in good hands. They ensure we’re compliant with all regulations and help us maximize our tax savings every year.
Emily R., Founder of Creative Designs Studio
★★★★★
Their virtual CFO services have been a perfect fit for our company. Even though we’re miles apart, it feels like we have a full-time CFO on our team. Their strategic financial planning and ongoing support have been crucial to our success.
David L., COO of Southern AZ Solutions Group
Real time analytics
Advanced tracking
Instant reporting
Usable data
Accuracy
Easy to use platform
Fast response times
Smart banking
Customer Support
User collaboration
Pricing
Plans for teams of any size
Choose the right pricing plan for your business
Accounting
Starting at
$399/month
- Comprehensive Bookkeeping
- Financial Statement Prep
- A/R Receivable
- A/P Receivable
- Bank Reconciliation
- Payroll Management
- Expense Tracking
Tax
Starting at
$79/month*
- Tax Prep & Filing
- Tax Planning & Strategy
- Sales Tax Compliance
- IRS Representation
- Quarterly Tax Estimates
- Tax Credit Optimization
- *when paid upfront
CFO Services
Starting at
$1,999/month
- Financial Forecasting
- Cash Flow Management
- Investor Relations Support
- KPI Tracking & Analysis
- Risk Management
- Budgeting & Planning
- Strategic Guidance
FAQs
Frequently asked questions
What services does your firm offer?
We provide comprehensive CFO services, accounting solutions, and tax preparation and planning for small to medium-sized businesses. Our sweet spot is companies with more than $500K in annual revenue and less than $30M in annual revenue. If you’re over $30M in annual revenue, we can help on a case by case basis.
What industries do you specialize in?
We work with a wide range of industries including retail, manufacturing, technology, healthcare, and professional services. Our strongest specialist and background is in retail, technology, and professional services.
How can your CFO services benefit my business?
Our CFO services offer strategic financial planning, cash flow management, and performance analysis to help your business grow and achieve financial stability. We’re keen on making sure your long-term goals are achieved whether that’s a near term exit via M&A, additional capital raising, or a lifetime business you’d like to grow.
What accounting services do you provide?
We offer bookkeeping, financial statement preparation, payroll processing, and accounts payable/receivable management.
How do you ensure compliance with tax regulations?
Our team stays updated on the latest tax laws and regulations to ensure your business remains compliant and takes advantage of all available tax benefits.
Can you help with both federal and state tax filings?
Yes, we handle all aspects of tax filing, including federal, state, and local taxes.
What makes your firm different from other accounting firms?
We provide personalized service tailored to the unique needs of each client, with a focus on simplifying financial management and providing actionable insights..
How to submit a support request?
Our pricing is transparent and competitive, based on the specific services you need. We offer both monthly rates for accounting and CFO services and fixed-fee packages for tax help.
Will you consider adding this feature?
Simply contact us to schedule a free consultation. We’ll discuss your needs and develop a customized plan for your business. We also have a self-serve option that will get you pricing automatically based on your company’s needs.
What kind of support can I expect throughout the year?
We provide ongoing support, including regular financial reviews, tax planning, and proactive advice to help you navigate any financial challenges.
Have another question? Talk to our team →
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