For 7 & 8 Figure Business Owners Still Running The Numbers In Their Head

We'll Plug A Seasoned Fractional CFO & Accounting Team Into Your Business For One Flat Monthly Price So You Can Stop Running Your Business On "Gut Feelings"

Get Your books clean and closed every month, a 13‑week cashflow forecast, and a CFO who turns your next hire, truck, or expansion into a numbers decision instead of a guess.

How Does STAXX Help You?

Here's What You Get With STAXX

You'll always know your numbers

Your fractional CFO helps you make clear, data-driven decisions around hiring, marketing, expansion, pricing, and major investments — backed by real financial visibility.​

Your Dedicated CFO + Accounting Team (One Flat Rate)

Just pass everything over and we’ll give you the financial clarity you need to scale confidently. And you'll have peace of mind knowing this part of your business is locked in.

You'll always know your numbers

Your fractional CFO helps you make clear, data-driven decisions around hiring, marketing, expansion, pricing, and major investments — backed by real financial visibility.

Your Dedicated CFO + Accounting Team (One Flat Rate)

Just pass everything over and we’ll give you the financial clarity you need to scale confidently. And you'll have peace of mind knowing this part of your business is locked in.

We Actually Help You Make Decisions

Instead of generic statements once a month, you get structured CFO insights, ongoing financial guidance, and a 13-week cash flow forecast so you always know what’s safe to spend.

Detailed CFO-Level reporting from a CFO

Get clear, plain-English reports that show what’s driving profit, what’s draining cash, and where to focus next.


We Actually Help You Make Decisions

Instead of generic statements once a month, you get structured CFO insights, ongoing financial guidance, and a 13-week cash flow forecast so you always know what’s safe to spend.​

Detailed CFO-Level reporting from a CFO

Get clear, plain-English reports that show what’s driving profit, what’s draining cash, and where to focus next.

Quick responses when you need them (less than 24 hrs)

With guaranteed replies within 24 hours, you’ll never be left waiting days for your accountant to reply.

Access to Trusted Financial & Tax Partners

When you need specialized tax or lending support, you’ll get access to our vetted network of trusted partners — so you’re never guessing who to work with.

Quick responses when you need them

With guaranteed replies within 24 hours through your private Slack channel, you’ll never be left waiting days for your accountant to reply.

Access to Trusted Financial & Tax Partners

When you need specialized tax or lending support, you’ll get access to our vetted network of trusted partners — so you’re never guessing who to work with.

Instant access to any financial data you need

Want to know how much you're paying a contractor? Which clients are your most profitable? Just ask - we’ll send it in plain English, fast.

No more guessing where the money's going

We track every dollar across your business so you always know what’s profitable, what’s not, and where to focus.

Instant access to any financial data you need

Want to know how much you're paying a contractor? Which clients are your most profitable? Just ask - we’ll send it in plain English, fast.

No more guessing where the money's going

We track every dollar across your business so you always know what’s profitable, what’s not, and where to focus.

Does It Actually Work?

Client Interviews & Testimonials

Zack Clark

Environmental Advantage

Zack Clark

Environmental Advantage

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

Jason

Dental Practice

Jason

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"

Lexxy

Elite Edge Roofing & Construction

Lexxy

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."

Katelyn Cooper

Lumina

Katelyn Cooper

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."

Kyam Calvert

Calvert & Son

Kyam Calvert

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"

Max Sturtevant

Well Copy

Max Sturtevant

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"

Caden

Remote Closer Mastery

Caden

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"

Ellie

Oddli

Ellie

Oddli

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

Matt Lucero

Anevo Marketing

Matt Lucero

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"

Conor Skelly

Fission

Conor Skelly

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"

Andy Walker

Stryker Digital

Andy Walker

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)"

Deshka Neill

Colvita Creative

Deshka Neill

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"

Presley Milton

The Clip Curator

Presley Milton

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"

What Do You Actually Get?

Here's What You'll Get Access To:

Responsive Accounting

Direct Communication (<24hr Replies)

Ongoing Chart of Accounts Optimization

Monthly Account Reconciliation

Weekly Transaction Categorization

Fractional CFO Services

KPI Tracking and Targeting

Budget Creation

13-Week Cash Flow Forecast

Two CFO Calls Per Month

Monthly CFO Report

Financial Scenario Planning

Strategic Partner Network

Access to Vetted Tax Strategists

Trusted Lending & Financing Partners

Financial Readiness Guidance

Frequently Asked Questions

How Is This Different From My Current CPA or Bookkeeper?

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.

What Does This Monthly Fee Include?

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.

How Much Does It Cost?

The video at the top of this page includes pricing.

What Industries Do You Specialize In?

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.

Do I Need To Fire My Existing Accountant or Bookkeeper?

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.

What If I'm Planning To Sell My Business In The Next Few Years?

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.

Ready To Get Clarity?

Stop Working With Unresponsive Accountants Who Don't Understand Your Business...

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