Iota Finance
visit site- Undisclosed
- 2 - 9 employees
- Solon, OH
Client Insights
Industry Expertise
50%
20%
15%
15%
Client Size Distribution
Small Business (<$10M) 95%
Midmarket ($10M - $1B) 5%
Common Project Size
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Clients
This provider has not added their key clients.
Highlights from Recent Projects
Iota Finance was hired by an information technology company to establish their accounting systems and prepare investor-ready reports. The client was struggling with unorganized financial data and pressure from investors for detailed reports. Iota Finance successfully organized their accounting systems, managed their cap table, and established their internal finance function. The team also handled tax filings and compliance, tax strategy, QSBS preparation, and payroll setup. The client found Iota Finance through a referral and chose them for their expertise in technology companies and crypto. The engagement started in December 2023 and is ongoing, with the client working with three teammates from Iota Finance.