Outsourced CFO & Accounting Services by Nexoa CPA

We'll Help You Improve Your Business & Achieve Your Goals

We provide insightful advice & comprehensive Accounting Services so you can scale & grow.

Who We Serve

Software Startups

Software or Saas Startups have challenges such as raising capital, complex tax structures, unique valuation needs and reporting systems.

Family Offices

Full family business solutions including family entity creation & structuring, income & tax planning, full accounting & treasury solutions, with a particular emphasis on private deals & real estate.

Digital Entrepreneurs

We help small businesses and contractors with tax planning, tax returns, accounting and bookkeeping.

A Game Changing Decision

Whether you’re a startup or a business on the cusp of major growth, NEXOA makes growing your business seamless.

On-demand advice, whenever you call.

Our partners are just a phone call away, because we’re a boutique firm, you’ll get the answer you need, right when you need it.

M&A Transactions Become a Breeze

We’ve overseen over 2 billion transactions and we’ll help quarterback the process as your CFO, from founding to exit.

We Help You Build Wealth.

We act as merchant banks and invest in deals. We also offer wealth advisory solutions and run private deals for wealthy entrepreneurs.

Raise Capital with VC, angels and investment banks

We’ll ensure your financials and strategy are perfectly tuned. We can assist in raising strategy.

Your Time is Valuable,
We’ll Handle the Financials So You Don’t Have To.

Outsourced CFO

As your outsourced CFO, we'll work closely with your founders, board, and executive teams.  We establish the accounting and financial system that will provide accurate data, and then serve as a key member of your team to enhance relationships with VC's and stakeholders.

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Tax Structuring & Mitigation

The structure of your business will have tax and reporting ramifications, we help you make the right decision to accomplish your organization’s goals, while being as tax efficient as possible.

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Accounting Support Service

Our team of CPA’s and accountants will serve as your outsourced accounting team so you have up-to-date, and accurate financial statements and books.

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What our clients say about us

Mo and his team provided sophisticated and unique solutions for my complex tax needs. The service and overall communication were excellent. I would recommend them to anyone requiring wealth and tax planning in the future.

Michael Lee - Business Owner

Don’t Settle for a Typical Accountant or Bookkeeper

Grow your Venture or Business with Nexoa as your Outsourced CFO & CPA Firm.

Listing of all services/products section

View Services
Name
Services
Outsourced / interim CFO service

Our financial advisors have experience and get to understand your business closely.
Nexoa's CFOs work in cooperation with your audit firm and becomes a trusted ally who understand your unique business challenges.

CFO
Full charge bookkeeping services

A competent full charge bookkeeping takes away the burden of income tax compliance, sales tax compliance and payroll compliance so you can focus on your business objectives. We work with the most collaborative tools to give you real-time data and visibility into your business's health.

Bookkeeping
Family office management and deals

We gather to boutique family office and work on their estate planning and execute investment strategies. We can help with asset allocation and originate private deals from seed round to exit.

Family office support
Financial consulting M&A and financing

With a combined value of 2B in deals, we have the proper experience to guide business owners sell or transition out of their business. We can assist with financing, due diligence and ensuring a smooth closing to your transaction.

M&A and Financing
Tax planning mandate and year-end

Ultimately, we are a boutique accounting firm. We can assist you with your tax planning needs, your corporate and personal filling along with closing your books and preparing your financial statements.

Tax

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