Financial clarity, strategic insight, and audit-ready accounting—built to scale with your business.
Stax Accounting Group is a fractional accounting and advisory firm providing bookkeeping, accounting, tax planning, and CFO-level financial strategy to small and growing businesses. We help owners and leadership teams move beyond reactive accounting by delivering accurate, audit-ready financials and strategic financial insight—without the cost or complexity of building a full in-house finance department.
Our mission is to give business owners clarity, control, and confidence in their financial operations.
We believe accounting should do more than record history—it should inform decisions, reduce risk, and support sustainable growth.
Stax Accounting Group works with businesses that need reliable financial infrastructure and strategic guidance as they scale.
Inventory accounting, margin analysis, sales channel reconciliation, and cash-flow optimization.
Project costing, labor tracking, profitability by client, and scalable back-office operations.
Trust accounting, owner reporting, bank reconciliations, and compliance-driven controls.
Platform integrations, inventory accounting, sales tax complexity, and KPI-based reporting.
Multi-location reporting, payroll complexity, cost controls, and operational analytics.
Revenue recognition, forecasting, investor-ready financials, and growth-stage finance support.
Client trust accounting, compliance, expense tracking, and partner-level reporting.
Entity structuring, portfolio reporting, cash-flow modeling, and investment analysis.
Payroll-heavy operations, regulatory compliance, and audit-ready financial reporting.
280E and 471(c) considerations, excise tax tracking, inventory controls, and audit preparedness.
Job costing, WIP schedules, retainage tracking, and project-based cash-flow forecasting.
Time-based billing, utilization metrics, client profitability, and executive reporting.
Industries we frequently support include e-commerce, technology, real estate, construction, cannabis, restaurants, and professional services.
Accounting That Evolves With Your Business
We implement improved reporting, controls, and forecasting.
We provide ongoing CFO-level insight to support informed decision-making.
We take ownership of our commitments and outcomes. From month-end close timelines to strategic deliverables, we hold ourselves accountable for precision, responsiveness, and follow-through - because execution matters.
We recognize the responsibility that comes with our role. Stax Accounting Group is committed to giving back through community involvement, charitable initiatives, pro bono support, and responsible corporate citizenship.
Stax Accounting Group is led by Roman Svir, an accounting and finance professional with over 12 years of experience across public accounting and private industry.
• We don’t just deliver reports—we help interpret them
• We don’t wait for problems—we identify risks early
• We don’t lock clients into rigid models—we scale with them
Our clients rely on us as an extension of their leadership team—not just an outsourced service provider.
Based in Costa Mesa, California, Stax Accounting Group serves clients throughout Orange County, Los Angeles, San Diego, San Francisco, and across the United States.
Our cloud-based systems allow us to support businesses nationwide while maintaining strong expertise in California regulations, compliance, and reporting requirements.
Real partnerships. Real results.
Schedule a strategy call to see how Stax Accounting Group can deliver clarity, control, and confidence in your financial operations.
I couldn't be more pleased with the work and support I receive from Stax Accounting Group. As a medical professional with no financial background, Stax AG set up my QuickBooks accounts in a way that I| could understand and utilize to gather the information I need to keep my physical therapy business on track fiscally. I found Stax AGto be efficient, organized, patient, and professional in all my interactions. I continue to rely on them to keep my business on track so l can focus on the clinical aspects of my business.