AI-powered comprehensive services with dedicated accountant
Accurate financials for
small businesses and startups
The features you need, all in one place.
Discover our product suite
Tax filing
& advisory
Simplify tax season with expert guidance for federal and state income tax filing, 1099, R&D, franchise and many more taxes. Our services ensure compliance while maximizing deductions, giving you peace of mind year-round.
Bookkeeping
services
Stay organized and on track with accurate, timely bookkeeping. We manage your financial records, so you can focus on growing your business.
AI-powered
platform
Leverage cutting-edge AI technology to streamline your accounting processes. Get real-time insights, smart financial reports, and effortless management.
Entity formation
& registration
Start your business right with expert entity formation and registration services. We handle the paperwork, ensuring you’re set up for success from day one.
Why we're different?
1
Speed and precision
Fast, accurate services you can trust
At Otterz, we prioritize efficiency without sacrificing accuracy. Our streamlined processes ensure that your financial tasks are completed swiftly and correctly, allowing you to focus on running your business with peace of mind.
2
AI-powered insights
Real-time financial clarity
Our advanced AI technology gives you access to real-time insights and smart reporting, keeping you informed about your business’s financial health. From cash flow to expenses, our platform help you make fast, data-driven decisions.
3
Expert support
Backed by expert CPAs
When you work with Otterz, you get more than just a platform — you get personalized support from industry experts. We’re here to guide you through complex financial challenges and provide tailored advice for your business.
4
Empowering small businesses
Built to drive your growth from day one
Get a partner committed to your long-term success. Otterz adapts to your evolving needs, offering flexible services that grow with you — whether you're a small startup or multi-entity business.

Trusted partner of Arizona Small Business Association
Otterz is a proud partner of the Arizona Small Business Association, bringing premium yet affordable accounting solutions to local entrepreneurs. This collaboration marks a significant milestone in ASBA’s mission to help small businesses thrive and scale, providing tailored support that empowers Arizona’s small business community to grow with confidence.
See what Otterz can do for you
You're one call away to save your business thousands.
All you need to do is follow three simple steps.
Schedule your consultation call
Proposal
& agreement
Following the consultation, we will finalize the proposal. Upon mutual agreement, you will proceed to sign the service agreement.
Onboarding
& set up
Our team will guide you through the setup process, including:
- Integrating your QuickBooks and Plaid accounts with our platform
- Setting up your dedicated accountant
- Conducting a thorough, free audit to reclassify transactions for compliance and efficiency
You're all
set!
Schedule a kickoff meeting with your dedicated accountant to explore financial strategies and begin using our services.
Ready to switch to an accounting service provider specialized in small businesses & startups?
Book your consultation, today!
Services
Frequently Asked Questions