STAXX LLC Reviews (6), Pricing, Services & Verified Ratings

STAXX LLC Review Insights

Overall Review Rating

4.2

Quality 4.3
Schedule 4.2
Cost 4.2
Willing to Refer 4.2

Top Mentions

Review Highlights

Strong Financial Advisory Services

Several clients appreciated STAXX LLC's financial planning and advisory services, which helped them make informed business decisions and understand their financial health better.
Modern and Tech-Enabled Approach

STAXX LLC was praised for its modern, tech-enabled approach to accounting, standing out in an industry often dominated by traditional methods.
Cost-Effective and Valuable Services

Clients generally found STAXX LLC to offer good value for money, providing comprehensive financial services without unnecessary upselling.
Effective Project Management and Communication

Clients often highlighted STAXX LLC's effective communication and timely project management. They appreciated the use of digital tools like Slack and Zoom for seamless collaboration.
Mixed Experiences with Deliverables

Some clients reported receiving error-filled deliverables and unmet promises, while others praised STAXX LLC for delivering valuable insights and services on time. This suggests variability in their service consistency.

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Accounting Financial Advising & Planning Fractional CFO Services
$10,000 to $49,999
Jan. - Mar. 2026

0.5

Quality: 0.5

Schedule: 0.5

Cost: 0.5

Willing to Refer: 0.5

"When I raised concerns about the missing work and the errors in what was produced, the issues were not resolved."

Jun 27, 2026

CEO & Founder, HQ Intake LLC

Forest Zukerman

Business services
Miami, Florida
11-50 Employees
Online Review
Verified

STAXX LLC provided bookkeeping and accounting services for a legal marketing and client-intake company. The team also provided CFO advisory services and helped facilitate a Google business line of credit.

STAXX LLC failed to deliver the promised services, resulting in no measurable positive outcomes for the client. The team delivered an error-filled profit-and-loss statement, which cost the client additional time and money. STAXX LLC's project management and timeliness were also poor.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO / Founder of HQ Intake LLC

Describe what your company does in a single sentence.

We are a legal marketing and client-intake company. We generate personal injury and motor vehicle accident leads and run the intake process that converts them into signed clients for law firms.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire STAXX LLC to accomplish?

Accurate, up-to-date monthly bookkeeping and financial statements for both of my companies
Ongoing fractional CFO guidance
Help securing a Google business line of credit

SOLUTION

How did you find STAXX LLC?

Online Search

Why did you select STAXX LLC over others?

Other

How many teammates from STAXX LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The agreed scope covered monthly bookkeeping and accounting for two companies, fractional CFO advisory, and assistance facilitating a Google business line of credit. Over the engagement (January–March 2026), the only deliverable actually produced was a single 2025 profit-and-loss statement, which my own CPA reviewed and found to contain material errors. No 2026 financial statements, no books for my second company, no monthly bookkeeping reports, no K-1 tax documents, and no substantive CFO guidance were delivered, and the business line of credit was never started.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

There were no measurable positive outcomes. After more than two months and $29,900 paid, my books were not maintained, I had no reliable financial statements, and the single deliverable I received — a 2025 P&L — contained material errors that my own CPA had to catch. The promised line of credit was never started. The engagement left my financials no better off and cost me additional time and money to have the work redone elsewhere.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management and timeliness were poor. The core deliverables — monthly bookkeeping, current financial statements, and the line-of-credit work — were not delivered on schedule, and most were never delivered at all over the engagement. When I raised concerns about the missing work and the errors in what was produced, the issues were not resolved, and my request for a refund of money paid for undelivered work was declined.

What was your primary form of communication with STAXX LLC?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

Their sales and onboarding presentation was polished and professional — they pitch very well. Unfortunately, in my experience, that did not carry over into the actual work delivered.

Are there any areas for improvement or something STAXX LLC could have done differently?

The biggest thing: deliver the work that's paid for. In my experience they collected $29,900 and produced almost nothing usable over more than two months — one error-filled P&L and no ongoing bookkeeping or financials. They should set honest expectations: the business line of credit they presented as a deliverable was, on a recorded call, acknowledged by their own representative to be 'an absolute deliverable' that had not been started. And when a client points out that paid-for work wasn't done, they should make it right rather than refuse any refund. I'd advise anyone considering them to get every deliverable, deadline, and refund term in writing first.

RATINGS

1.0

"Paid $29,900 over two-plus months and received one error-filled report and no ongoing work."

Accounting Financial Consulting Fractional CFO Services
Tax Consulting Xero Accounting & Implementation Financial Decision-Making Financial Forecast Consultants Bookkeeping Financial Accounting Payroll Processing Tax Preparation
$10,000 to $49,999
Sep. 2024 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 4.5

"STAXX LLC gives us exactly what we’re paying for."

Dec 12, 2025

Founder & Owner, Calvert & Son

Kyam Calvert

Advertising & marketing
Omaha, Nebraska
Phone Interview
Verified

STAXX LLC provides accounting, payroll, fractional CFO, and tax consulting and preparation services for a content agency. The team uses Xero to manage accounts payable and receivable and to create reports.

STAXX LLC has saved the client's time and helped them make smarter business decisions based on data. The team provides valuable information and insights and delivers on time and on budget, using Slack to collaborate. Moreover, they do exactly what they promise and don't try to upsell their services.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and founder of Calvert & Son, a content agency. We create social media content for business owners.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with STAXX LLC?

We needed help with accounting and financial services.

SOLUTION

What was the scope of their involvement?

STAXX LLC provides accounting, payroll, fractional CFO, and tax consulting and preparation services; basically, they work as our in-house finance team. The team balances all our accounts, watches our checking accounts, and manages our accounts payable and receivable. STAXX LLC also handles our payroll and creates reports. The team evaluates our numbers and advises us on what business moves to make. STAXX LLC creates forecasts, KPIs, and targets to hit. The team also prepares our taxes and provides consulting. STAXX LLC uses Xero to support their work.

What is the team composition?

We work with three main teammates from STAXX LLC, including a CPA, a CFO, and an operations person. The founders, Alex and Dylan, also jump in from time to time.

How did you come to work with STAXX LLC?

I had used one of the owners for tax help before. When he started STAXX LLC, I saw it on social media and got in touch with him.

How much have you invested with them?

We work on a service swap trade agreement. Considering the equivalent cost of our services, we’ve spent around $30,000–$35,000.

What is the status of this engagement?

We started working with them in September 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

STAXX LLC has saved us a lot of time. I’ve saved at least two hours a week, which is huge for me. Thanks to STAXX LLC’s financial planning, I’ve made smarter decisions and done things I wouldn’t have had the confidence to do otherwise. The team has helped me adjust how I sell my services because it’s clear how much I’m making on every service line and which service lines are the most profitable. STAXX LLC provides a lot of good information, so I can make choices for my business based on actual data instead of guesswork.

How did STAXX LLC perform from a project management standpoint?

STAXX LLC delivers on time and stays on budget. We communicate through Slack.

What did you find most impressive about them?

STAXX LLC gives us exactly what we’re paying for. They’ve never tried to upsell me or sell me unnecessary services. The team does what they say they’re going to do.

Are there any areas they could improve?

No, they have everything dialed in.

Do you have any advice for potential customers?

Get comfortable with handing over the reins and trust the process. If you do that, everything will go great.

RATINGS

5.0

Accounting Fractional CFO Services
Management Accounting Cash Flow & Budgeting Management Bookkeeping Financial Accounting
Confidential
Mar. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"What I truly enjoy about STAXX LLC's service is the fractional CFO and CPA."

Oct 22, 2025

Owner & Service Advisor, RV Roofing Solutions LLC

Frank Schillaci

Automotive
Austin, Texas
1-10 Employees
Online Review
Verified

STAXX LLC provides bookkeeping and fractional CFO services for an RV roofing company. The team handles the client's financial records, tracks future and past projections, and helps set business goals.

STAXX LLC's reports have helped the client budget and track progress. The team's expertise allows them to identify trouble areas in the bookkeeping process, enabling the client to take corrective action. Overall, STAXX LLC's confidence and availability have contributed to the project's success.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and service advisor of RV Roofing Solutions, an automotive company. We provide roofing services in Conroe, Texas, specializing in installation, repair, and maintenance for recreational vehicles.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with STAXX LLC?

We needed help with bookkeeping and other fractional services.

SOLUTION

What was the scope of their involvement?

STAXX LLC provides us with bookkeeping and fractional services. The team handles our financial records and tracks future and past projections. STAXX LLC has helped us set goals and understand expectations so that they’re achievable. The team has also helped us dial in our budget to help grow our business. Moreover, STAXX LLC provides a monthly CFO meeting to go over the milestones of the previous month. In these meetings, we cover the KPIs and dive deeper to ensure we’re on target for growth. If there are areas of concern, we dive deeper to ensure we have a clear plan and understanding.

What is the team composition?

We work with five teammates from STAXX LLC, including Eric.

How did you come to work with STAXX LLC?

I found STAXX LLC through an amazing reel on social media asking about bookkeeping and other fractional services. It was exactly what I had been searching for. The team offered a custom fit for unique businesses such as mine. I liked that I could have a CPA and CFO available to ask questions when needed and get guidance to ensure my business was on the correct path.

What is the status of this engagement?

We started working with STAXX LLC in March 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

STAXX LLC's reports give a clearer picture of the actual health of our business, which has assisted us in budgeting and tracking progress. Moreover, Eric's expertise allows him to identify trouble areas in the bookkeeping process, which lets us dig deeper into the data to determine if it's an ebb and flow or a critical concern. Overall, our books have been getting better every month thanks to STAXX LLC's awesome team. Additionally, the confidence that STAXX LLC brings to the table is contagious. The team has enabled us to feel confident in the path we're taking our business.

How did STAXX LLC perform from a project management standpoint?

STAXX LLC is ready and available. I've never had any deliverables late from them. We use Slack as our primary form of communication, but we also use email and monthly Zoom meetings.

What did you find most impressive about them?

What I truly enjoy about STAXX LLC's service is the fractional CFO and CPA.

Are there any areas they could improve?

We transitioned between bookkeepers, but that wasn't out of the ordinary — it was just typical transition woes.

RATINGS

5.0

"The STAXX Team is one of a kind and top notch professionals"

Accounting Finance & Accounting Outsourcing (FAO) Fractional CFO Services
Corporate Tax Services Management Accounting Tax Consulting Business Cost Structuring Cash Flow & Budgeting Management Financial Decision-Making Bookkeeping Financial Accounting
$10,000 to $49,999
Oct. 2023 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Everything has been great."

Jun 27, 2025

Co-Founder, OpsKings Inc

Toni Debelic

Other industries
Sheridan, Wyoming
11-50 Employees
Online Review
Verified

STAXX LLC provides accounting services for an IT consulting firm. The team handles bookkeeping, tax planning, and financial KPI implementation, tracking, and forecasting.

With STAXX LLC's help, the client has reduced tax liability, ensured clear and accurate financials, and streamlined financial processes. The team holds monthly calls to review finances and is always quick to address any queries or concerns. The client is impressed with the team's modern approach.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of OpsKings, Inc.

Describe what your company does in a single sentence.

We are a boutiqe consulting and IT Firm serving SME's and mid-market businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire STAXX LLC to accomplish?

Monthly Accounting and Financials
Financial KPI Implementation + Tracking
Tax Strategy
Cash Flow Forecasting + Optimization
Fractional CFO Reporting and Consultations
Business Entity Setup + Optimization

SOLUTION

How did you find STAXX LLC?

Referral

Why did you select STAXX LLC over others?

High ratings
Great culture fit
Referred to me

How many teammates from STAXX LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Staxx was responsible for helping us incorporate.

After that everything was handled by them, from bookeeping, tax planning, accounting and fractonal CFO work.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Entity management tailored to location and ownership structure with an emphasis on tax liability reduction

One source of truth for all company financial activity

Clear and accurate financials broken down into actionable decision-making insights

Streamlined financial processes and reduced complexity and stress for management

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were very communicative, we had setup monthly calls to review finances.

All of our questions were promptly answered.

What was your primary form of communication with STAXX LLC?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

Their emphasis on being a modern tech-enabled accounting firm.

In the sea of old-school accounting firms it was a breath of fresh air to have a service provider who's on the same level as we are.

Everything was done digitally, async with as little hassle as possible.

Are there any areas for improvement or something STAXX LLC could have done differently?

Everything has been great.

RATINGS

5.0

Accounting Financial Consulting Tax Law
Corporate Tax Services QuickBooks Accounting & Implementation Cost Reduction Consulting Financial Forecast Consultants Bookkeeping Tax Preparation
Confidential
Jan. 2025 - Ongoing

4.5

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 5.0

"The team is responsive."

Nov 12, 2025

President, Medical Practice

Anonymous

Other industries
Northbrook, Illinois
1-10 Employees
Online Review
Verified

STAXX LLC provides accounting services for a medical practice. The team offers tax planning and advice, as well as budgeting and projection support.

The client has been pleased with STAXX LLC's accounting and financial advisory services. The team has been responsive throughout the project. They communicate through virtual meetings, emails, and messages.

Accounting Finance & Accounting Outsourcing (FAO) Fractional CFO Services
Xero Accounting & Implementation
$10,000 to $49,999
Mar. 2023 - Ongoing

5.0

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 5.0

"The team is way more responsive than what I have experienced in the past."

Oct 29, 2025

Owner, Fission

Connor Skelly

Business services
Chicago, Illinois
1-10 Employees
Online Review
Verified

STAXX LLC provides bookkeeping, tax preparation, payroll, and financial reporting for a business services company. The team manages accounting systems, manages payroll, and assists in financial reporting.

STAXX LLC's work has reduced internal time spent on accounting and increased confidence in the accuracy of books. The team consistently delivers on time, responds to questions quickly, and communicates using email or messages. Moreover, they offer great value for money and are highly responsive.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Fission

Describe what your company does in a single sentence.

We're an operations agency for Marketing, Sales, and Customer Success teams using HubSpot.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire STAXX LLC to accomplish?

Bookkeeping
Tax Preparation
Financial Reporting

SOLUTION

How did you find STAXX LLC?

Twitter

Why did you select STAXX LLC over others?

Pricing fit our budget
Great culture fit
Good value for cost

How many teammates from STAXX LLC were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Needed a talented team to manage our bookkeeping, keep our accounting systems clean, assist in tax preparation, manage payroll, and assist in financial reporting. We get regular bookkeeping updates and proactive questions clarifying transactions, monthly and quarterly reporting on various financial metrics, and access to a very robust financial reporting tool.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Less team time allocated to accounting/financial efforts and strong confidence in the accuracy of our books

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes they consistently deliver things on time and are quick to respond to any questions

What was your primary form of communication with STAXX LLC?

Email or Messaging App

What did you find most impressive or unique about this company?

Value for cost is huge, and the team is way more responsive than what I have experienced in the past

Are there any areas for improvement or something STAXX LLC could have done differently?

Better responsiveness for EOY payroll/tax management

RATINGS

5.0

Showing 1-6 of 6 Reviews

Our Story

We operate a Fractional CFO & Accounting firm where we currently service over 90 active business clients on an ongoing basis.

STAXX is Co-Founded by Alex Tenorio, CPA and Dylan Hendrickson, MACC.

Our firm proudly employs a growing number of CPAs and additional accounting, and finance professionals

We work with business owners just like yourself all day everyday to dial in the core financial functions of their business.

Meet the Team

CPA, Left public accounting to dive into Entrepreneurship. Founded first venture in 2016 and exited in 2019. Focused on growing STAXX with the help of an incredible team of dedicated professionals, to deliver high impact results for business owners.

Master's Degree in Accountancy, founded first accounting firm at 21 years old, passionate about helping business owners solve one of the most stressful parts of running their business

Seasoned Finance and operational leader with over 20 years of experience in SaaS, IoT, and other fields. Former Founder, CEO, CFO and COO and FP&A Manager. Extensive knowledge in FP&A, Buy and Sell side Diligence, Private Equity Markets and Strategy.

Seasoned executive leader with experience spanning organizational leadership, strategic planning, and operational oversight. An FCPA, and an MBA with a Masters in Law.

David King is a CPA and attorney with 27+ years of experience in SaaS, DaaS, healthcare, and finance. Expert in M&A, tax, capital structuring, and growth strategy. Former EY auditor, banker, and CFO/GC. Holds JD and Master's in Accountancy.

Seasoned finance leader across both CFO and FP&A roles. Worked with global brands like Disney and Activision, as well as high-growth startups and small businesses. CPA, MBA, extensive background in forecasting, KPI frameworks, and strategic planning

Fractional CFO with FP&A expertise and a passion for turning data into clear, actionable insights. I build financial models, drive growth strategies, and bring a personable, collaborative approach that makes working together easy and enjoyable.

Master's in accounting, CPA, over 10 years of experience, focus on startups and small businesses ranging from pre-revenue to $50 million. Specialize in forecasting models, scenario planning, KPI analysis and driving revenue growth.

What Sets Us Apart

Your Dedicated CFO + Accounting Team

Get a fractional CFO and dedicated accounting team who understand home services - without the cost of hiring in-house.

CFO-Level Reporting Built for Home Services

Clear, plain-English reports showing job profitability, service margins, and cash flow - no accounting jargon.

Access to Trusted Tax & Lending Partners

Get access to a curated network of tax strategists, lenders, and vendors - so you’re never guessing who to trust.

Quick Facts

4 years in business

Tools and Technology

Slack

Zoom

Airtable

Google Drive

Zapier

Make

Gusto

Loom

1Password

Google Sheets

Microsoft Excel

Commonly Asked Questions

Your bookkeeper’s job is to get data into QuickBooks. Your CPA’s job is to file taxes and keep you compliant. Our job is to run the finance side of your business so it makes more money and never runs out of cash. We rebuild your books around how you actually operate (service, install, maintenance, commercial) Show you job/truck/division profitability Build a seasonal cash plan Give you CFO reports and calls focused on pricing, hiring, debt, and profit Think: bookkeeper + CPA = compliance. STAXX = profit and cash engine for your business.

The video on our website (https://www.startstaxx.pro/applicationhs) includes pricing range expectations. Every business can have significant complexities and differences, and we have a thorough discovery and audit call process that helps us define these details and craft custom pricing based on your needs.

Roughly: First 30 days: We clean and rebuild your numbers so they tell the truth. Days 31–60: You see real job/tech/division profitability, AR, and cash clarity for the first time. Days 61–90: We implement pricing, cash, and profit changes that start moving dollars in your favor. Most owners feel clarity and control within 30–60 days, and see hard financial wins stacking over the next 6–12 months.

Upfront, expect 4–8 hours in month one to get us what we need and make a few key decisions. After that, it’s usually 60–90 minutes per month on CFO calls. We do the heavy lifting: cleanup, reporting, analysis, and recommendations. You approve the big decisions (pricing, hiring, etc.) and we help you run the math.

No. That’s exactly why we exist. Almost every business we onboard has messy or incomplete books they don’t trust. The one‑time setup is where we: Run our proprietary cleanup roadmap Fix your chart of accounts Rebuild history so we can see reality Install the systems to keep it clean going forward You don’t clean before the cleaner shows up. Bring us the real mess and we start there.

Contact STAXX LLC

If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.

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Fission

(1)

Connor Skelly

SCOTT CHRISTIAN

(1)

Francesco Schillaci

Sommet Global

(1)

Sommet Global

STAXX LLC

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STAXX LLC Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Strong Financial Advisory Services

Modern and Tech-Enabled Approach

Cost-Effective and Valuable Services

Effective Project Management and Communication

Mixed Experiences with Deliverables

Reviews mentioning:

STAXX LLC Reviews

Bookkeeping & Accounting for Legal Mktg & Client-Intake Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Accounting & Financial Services for Content Agency

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Bookkeeping & Fractional CFO Services for RV Roofing Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Accounting Services for IT Consulting Firm

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Accounting & Financial Consulting for Medical Practice

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Accounting & FAO Services for Business Services Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Portfolio & Awards

About the Team

Our Story

Meet the Team

Alex Tenorio, CPACo-Founder, CEO

Dylan HendricksonCo-Founder, Director of Sales

Hunter FerrellCFO

Glen RobinsonCFO

David King, CPA, JDCFO

Ron Villarreal, CPACFO

Eric SuhCFO

Christopher Velez, CPACFO

What Sets Us Apart

Quick Facts

Tools and Technology

Commonly Asked Questions

How Is This Different From My Current CPA or Bookkeeper?

How Much Does It Cost?

How Long Until I Actually See Results?

How Much Time Will This Take From Me and My Team?

What If My Books Are A Mess? Should I Fix Them First?