Iota Finance Reviews (1), Pricing, Services & Verified Ratings

Accounting Tax Law
Confidential
Dec. 2023 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Iota Finance cares, and you can tell through their work."

Jun 25, 2025

CEO & Founder, Virtual Assistant Co

Nicholas Robertson

Information technology
Los Angeles, California
11-50 Employees
Online Review

Iota Finance has set up the accounting systems of a virtual assistant company. The team also provides monthly financial reports and handles tax strategy, compliance, QSBS prep, and payroll setup.

Thanks to Iota Finance, the client now has monthly financial reports, which include financial statements and KPIs. The client is happy with Iota Finance's excellent project management, communication, and responsiveness. Overall, the team's white-glove and hands-off approach pleases the client.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of an information technology company that provides agentic virtual assistants.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Iota Finance?

I hired Iota Finance to set up our accounting systems and get us investor-ready reports. We didn't know where to get started; it was just a mess of email receipts and investors breathing down my neck for reports on opex, run rate, etc.
We also needed help with cap table management and building out our internal finance function.

SOLUTION

What was the scope of their involvement?

Iota Finance has set up our accounting systems and got us investor-ready. They’ve also handled tax filings and compliance, tax strategy, QSBS prep, payroll setup, and more.

What is the team composition?

We work with three teammates from Iota Finance.

How did you come to work with Iota Finance?

We found Iota Finance through a referral from a network I’m in. I chose them because they specialize in tech companies and crypto. I wasn’t able to find other accountants that knew what blockchain was.

What is the status of this engagement?

We started working together in December 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Iota Finance has set up our books, and we now have monthly finance reports. Our investors are happy again. The reports include financial statements, and Iota Finance runs a couple of KPIs for us through a dashboard they built. We track run rate, churn, and OPEX, among other things.

How did Iota Finance perform from a project management standpoint?

Iota Finance’s project management is excellent. They’ve made my life easy with a white-glove and hands-off approach. Iota Finance’s communication and responsiveness are also great; I love the portal.

What did you find most impressive about them?

Iota Finance cares, and you can tell through their work.

Are there any areas they could improve?

They aren’t cheap, but I’ve had no regrets.

RATINGS

5.0

"choose Iota for a firm that actually cares about you"

Iota Finance

Simplifying finance for small business & startups

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