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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.


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Bookkeeping

services

Stay organized and on track with accurate, timely bookkeeping. We manage your financial records, so you can focus on growing your business.

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AI-powered

platform

Leverage cutting-edge AI technology to streamline your accounting processes. Get real-time insights, smart financial reports, and effortless management.

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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.

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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

Schedule an initial consultation with our team by filling in

this form.

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

  • How does an All-in-One Accounting solution that includes bookkeeping, tax accounting, and payment processing benefit my business compared to separate specialized providers?

    Choosing Otterz's All-in-One Accounting solutions offers numerous advantages over using separate specialized providers for each service. The main advantage of working with a service provider like Otterz that knows your business extremely well is critical for ensuring accuracy in bookkeeping, maximizing tax savings, and providing the best payment processing solutions for your specific business context. Separate service providers cannot possibly match this high level of awareness and tailored service. Here's how Otterz further stands out:


    Better Communication and Coordination: With Otterz, you communicate with a single team for all your financial needs, eliminating the complexities and potential miscommunications that can occur when dealing with multiple providers. And on top of that via the Otterz Platform, you have an open direct channel with your dedicated accountant anytime you have a question. 


    Consistent Quality Across Services: Otterz ensures a uniform standard of excellence across payment processing, tax, and accounting services. This consistency is crucial for maintaining accurate and reliable financial records.


    Integrated Financial Strategy for Small Business & Startup Accounting Services: Our approach allows for a cohesive financial strategy where bookkeeping data informs tax planning and vice versa. This integration can lead to more effective tax-saving strategies and better financial management.


    Cost and Time Efficiency: By bundling these services, Otterz often provides cost savings compared to purchasing each service separately. And it is not just about the money, it is also about our most precious resource: Time. The knowledge about your business makes our services much faster as most of the answers to the questions about your financial context we will know very well. Additionally, you will also save significant time by not having to coordinate between different service providers.


    Enhanced Data Security: Handling all financial processes through one provider reduces the risk of data breaches, as sensitive financial information isn't shared across so many platforms or organizations.


    Customized Service Tailored to Your Business: Otterz’s solutions are not one-size-fits-all. We tailor our services to meet the unique needs of your business, ensuring you get the most relevant and effective support.


    Our Technological Advantage: With the Otterz Platform, you gain access to cutting-edge technology for real-time financial insights, further enhancing decision-making and strategic planning. And with the integration of Artificial Intelligence into our technology, the financial insights obtained via the Otterz Platform will become even more impactful. 


    Expert Support and Advisory: Otterz provides not just transactional services but also expert advisory support, offering valuable insights into financial performance and growth opportunities.


    Seamless Updates and Upgrades: As financial laws and technologies evolve, Otterz seamlessly integrates these changes into your accounting services, ensuring your business stays ahead and compliant.


    Focused Business Growth: With all key financial processes efficiently managed under one roof, you can focus more on growing your business, confident that your financial management is in expert hands. And if you ever need to ask a question, you will always have an open channel with your dedicated accountant via the Otterz Platform.


    In summary, Otterz’s All-in-One Accounting Packages offer a more streamlined, efficient, and effective approach to managing your business’s finances, providing a clear advantage over using multiple specialized providers.

  • Can Otterz’s accounting solutions adapt to the evolving financial needs of my growing business?

    Yes, Otterz's accounting solutions are designed to adapt to the evolving financial needs of your growing business. Our approach is to provide scalable and flexible services that can adjust to changes in your business size, structure, and industry demands. As your business grows, our solutions for small business and startup bookkeeping, tax accounting, and payment processing, can expand and evolve to meet your increasing and changing financial requirements. 

  • Which businesses benefits most from an All-in-One Small Business Accounting package like the one Otterz offers?

    Businesses that stand to benefit the most from the All-in-One Accounting Packages we offer, typically include:


    Small Businesses: These businesses often lack the resources to manage complex financial systems. These comprehensive packages simplify their financial processes, allowing them to focus on growth.


    Startups: New businesses need streamlined financial systems from the outset. Otterz’s Accounting packages offer them a foundation for robust financial management without the need for multiple service providers.


    Rapidly Growing Small Businesses: 

    Companies experiencing growth require scalable financial solutions. The All-in-One small business accounting packages from Otterz grow with the small business, ensuring financial management evolves with every changing accounting needs.


    Service-Based Industries: Such businesses, including consultancies and agencies, find value in the simplified financial oversight and strategic tax planning that our All-in-One Small Business Accounting Packages provide.


    In essence, every small business seeking a simplified, efficient, and comprehensive approach to managing its finances will find significant value in Otterz’s All-in-One Small Business Accounting packages. These solutions not only simplify financial operations and save time but also provide strategic insights and scalability for most business models.

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