


Environmental Advantage

Environmental Advantage
"Not questioning if it's right, wrong, done timely or accurately... that lets you double down on growing the business"

Dental Practice

Dental Practice
"Things get done, questions just get answered. Communication is top notch... Me being confident in what you guys do, gave me the confidence to sell"

Elite Edge Roofing & Construction

Elite Edge Roofing & Construction
"We actually know that if we add people, we’re going to get a return on investment and continue to grow, without the money constraints or guessing."

Lumina

Lumina
"I just I I hope you guys are around forever cuz I'm probably going to be a client for a very long time."
Calvert & Son
Calvert & Son
"I used to wait 16 days for a response, they wouldn't even pick up calls... Now it's completely the opposite... I got a response in 4 minutes"

Well Copy

Well Copy
"You've saved me 10's of thousands of dollars on taxes, made me a lot of money on the profitability side of things. But made me more money with the peace of mind"
Remote Closer Mastery
Remote Closer Mastery
"I had no idea what was coming in, no idea what was going out, I didn't know where my money was going... now there's a night and day difference... genuinely you guys have taken so much off my plate"

Oddli

Oddli
"All was timely, I love the communication - super quick... This experience has been far way the best accounting experience I've ever had"

Anevo Marketing

Anevo Marketing
"I came to Alex with a problem (overwhelmed by financials), and he just took it from there... And that saved me 10's of thousands of dollars"

Fission

Fission
"Last year was the worst year I had filing taxes... fast forward to this year - it was the complete opposite... really organised... really responsive"
Stryker Digital
Stryker Digital
"My favorite thing about working with you guys is that I don't have to think about it, or have any stress about it (finances)"
Colvita Creative
Colvita Creative
"We feel a lot more confident where we are month-to-month... It's nice because it's really quick communication... It's been about 1-2 hours a week on our end"
The Clip Curator
The Clip Curator
"We used to use an end-of-year service... it was disorganized, we ended up doing a lot more work than we needed... it was a big headache... that's when I realized something needed to change"
Your bookkeeper's job is to get data into QuickBooks. Your CPA's job is to file taxes and keep you compliant. Neither one is responsible for helping you run the business going forward. That's why even when everything looks fine on paper, it still feels unclear.
Our job is to run the financial side of your business so it makes more money and never runs out of cash. We're CFO-first. We rebuild your books around how you actually operate, install a 13-week cash flow forecast so you have a clear view of your cash position, and give you CFO reports and advisory on pricing, hiring, debt, and profit.
Bookkeeper plus CPA equals compliance. STAXX is the financial command center that drives profit and cash.
The ongoing retainer covers your installed fractional CFO and accounting team, all CFO services, ongoing accounting, the 13-week cash flow forecast, our exclusive tax directory, and a guaranteed 24-hour-or-less direct response time.
It also includes the one-time setup and cleanup at no separate fee. That covers onboarding, books cleanup, our 76-step roadmap for bulletproof financials, weekly calls with your accounting cleanup specialist, and your initial CFO sprint (four weekly calls with your fractional CFO). In the past we've charged $7,500 to $15,000 for this piece. Today we bundle it into the retainer as part of the relationship.
The video at the top of this page includes pricing.
We’re industry agnostic.
Our clients range across:
• Online businesses (agencies, consultants, ecommerce brands)
• Healthcare & professional services
• Home services & local service businesses
• Education, coaching, and digital product companies
If your business generates consistent revenue and you need financial clarity to scale — we can likely help.
Not necessarily. It depends on what you have and the size of your company.
If your bookkeeper is a rock star, we can review their work and layer our fractional CFO services on top. If they're not cutting it, our team can take over the accounting.
For larger companies with an internal bookkeeper, we often recommend shifting that role to focus on AR, AP, collections, and payroll, while we take over transaction categorization, reconciliations, and month-end close and review.
On the tax side, we typically coordinate with your existing CPA, or plug you into one of our vetted tax partners if you're looking for a change.
Either way, you get one financial head making sure everyone is rowing in the same direction.
We have specific expertise in preparing businesses for exit. We'll help ensure your books are pristine, your financial history is well-documented, and there won't be any red flags during due diligence that could reduce your valuation or kill the deal.

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