Services

What We Deliver

Bookkeeping & Monthly Close Services

Accurate, timely bookkeeping is the foundation of every successful business. Stax Accounting Group delivers audit-ready bookkeeping and monthly close services that provide clarity, consistency, and confidence in your financials.

We go beyond data entry—our focus is accuracy, reconciliation, and reliable reporting.

Why It Matters

Late or inaccurate books lead to poor decisions, cash flow surprises, and compliance risk. Our monthly close process ensures your financials are clean, complete, and decision-ready.

Best For

  • Small and mid-sized businesses
  • Owners who need reliable monthly reporting
  • Businesses preparing for growth, financing, or audits

What’s Included

Fractional CFO & Financial Strategy Services

When your business outgrows basic bookkeeping, strategic financial leadership becomes critical. Our Fractional CFO services provide executive-level insight without the cost of a full-time hire.

We help leadership teams understand the numbers—and use them to drive growth.

How We Help

  • Improve cash flow visibility
  • Support informed growth decisions
  • Prepare for fundraising, lending, or expansion
  • Reduce financial risk and surprises

Best For

  • Growth-stage businesses
  • Investor-backed companies
  • Owners needing strategic financial clarity

What We Support

Tax Planning & Compliance Services

Tax planning should be proactive—not reactive. Stax Accounting Group provides strategic tax planning integrated with your accounting and advisory services to minimize liabilities and reduce compliance risk.

Our Philosophy

Tax planning works best when it’s aligned with accurate financials and long-term strategy. We focus on planning ahead, not scrambling at year-end.

Best For

  • Businesses with increasing tax complexity
  • Multi-entity or multi-state operations
  • Owners seeking long-term tax efficiency

Industry-specific Services

Technology & SaaS
  • Revenue recognition support
  • Cash runway forecasting
  • Investor reporting and KPI tracking
  • Scalable financial infrastructure
E-Commerce
  • High-volume transaction reconciliation
  • Cash flow and inventory visibility
  • Sales tax considerations
  • Margin analysis
Real Estate
  • Multi-entity and property-level reporting
  • Cash flow and reserve tracking
  • Entity structuring support
  • Investor reporting
Construction
  • Job costing and WIP tracking
  • Cash flow planning
  • Multi-project reporting
  • Compliance coordination
Cannabis
  • Industry-specific compliance awareness
  • Cost tracking and reporting discipline
  • Audit-ready financials
  • Strategic financial oversight
Professional Services
  • Profitability by client or service
  • Capacity and utilization analysis
  • Cash flow optimization
  • Scalable reporting

Frequently Asked Questions

Stax Accounting Group provides bookkeeping, accounting, tax planning, and fractional CFO advisory services for small and growing businesses.

No. Services are modular and scalable. Many clients start with bookkeeping and add CFO or tax planning support as their business grows.

A fractional CFO provides executive-level financial leadership on a part-time basis, offering strategic insight without the cost of a full-time hire.

Yes. While based in California, we support clients nationwide through secure, cloud-based systems.