For service businesses Above $30k+ Month
For service businesses Above $30k+ Month
We'll Plug Our Accounting Team Into Your Business For One Monthly Price So That You Can Pay Less Taxes & Make Smarter Financial Decisions All Year Round
You'll get all your finances handled and guaranteed 24-hour response times to
any financial questions you have
You'll get all your finances handled and guaranteed 24-hour response times to any financial questions
Without unresponsive accountants, figuring out what your numbers mean,
or spending $100k+ to hire for this in house
Without unresponsive accountants, figuring out what your numbers mean or spending $100k+ to hire for this in house
Trusted By 10+ Businesses
Join businesses like these working with Axiom Finance
Any Of This Sound Familiar?
Most businesses run into 3 problems with their finances as they scale
Unresponsive Accountants
You send your CPA a question and it takes them 1-2 weeks to get back to you. By the time, you've missed opportunities.
Wasting Hours On Your Numbers
And after all that time still not understanding what they actually mean or how to use them to make decisions.
Spending $100k+ To Hire This In House
Your finances are getting too complex to manage on your own. But you also don't want another employee.
Why Choose Axiom
Most firms just file taxes at end of the year
We're here year round to help you pay less taxes, make better decisions and get an ROI
Most accounting firms just file taxes at the end of the year.
We're here year round to help you pay less taxes, make better decisions and get a real ROI.
You'll Have A Dedicated Advisor All Year Round
Your business is scaling and changing every month. You'll have a partner to help you optimize your finances every step of the way.
You'll Know Your Tax Liability Ahead Of Time
No more asking "what will I pay this year?" You'll see what you'd owe before it happens so you can reduce it ahead of time.
You'll Have A Custom Plan Built For Your Business
We'll plug our systems and strategies into your business with an action plan, which you'll follow along with your advisor.
You'll Actually Get Help Making Decisions
Got questions on specific strategies, hiring, marketing and investments in your business? We will help you.
You'll Know Where The
Money's Going
You can stop spending hours trying to figure out the numbers yourself and get true visibility on an ongoing basis.
You'll Get Guaranteed Responses Within 24 Hours
No more waiting 2+ weeks for answers, you'll get fast answers so that you can scale even faster.
Client Case Studies
See the success stories and results our clients get
How we helped this AI Agency find $55k in tax savings using assets he already owned
How we helped this Content Agency find $35k in tax savings even living in a high tax state (NY)
How we helped this Sales Agency find $17k in tax savings using 2 tax strategies his CPA missed
How This Works
This is the 3 step process we use to optimize your finances all year round
Step 1
Free Financial Audit
Review your books, tax returns and financial position
Step 2
12 Month Custom Plan
We use the audit to build your tax strategy and financial plan for the year
Step 3
Access Our Team
We help advise you on decisions and turn your plan into results all year round
What's Included
This is what you can expect when you work with Axiom Finance
Custom Financial Strategy
1-on-1 deep-dive where we audit your current tax situation, cash flow entity structure, and identify opportunities. We use this build a personalized roadmap based on your financial goals.
Year Round Planning
2-4x strategic planning sessions (minimum) to proactively position you before tax events happen. We don't wait until December to tell you what you should have done. Every major decision gets tax-optimized.
24 Hours Response Portal
Submit any questions or scenarios into your private Slack channel with our team. You'll get a detailed response within 1 business day maximum. No more waiting a week to get an answer back.
Business Tax Strategy
Entity structure audit (LLC, S-Corp, C-Corp, Holding Company)
Maximize deductions
Retirement accounts (IRA/401k's)
25+ other tax strategies
Custom tax plan
Tax strategy calls
Quarterly adjustments to plan
Financial Plan Strategy
Bookkeeping (weekly categorization, monthly reconciliation)
KPI tracking & targeting
Cash flow management
Budget creation
Scenario planning
Monthly financial reports
Monthly strategy calls
Year End Tax Preparation
When tax season arrives, we're executing the plan we built all year. The last 12 months of planning will reflect in savings on your return. Preparation is included in your annual partnership.
Testimonials From Clients
See what others are saying about us
"Worth every penny. I came to Kyle with almost zero tax strategy... He made everything simple and easy to understand... Kyle is your guy, and honestly, one of my best investments."
Noah Franco
Founder, Elite Copy
"For anyone with a slow accountant. You would be crazy not to take Kyle up on this offer"
Lucas Synnott
Co Founder, AI Assisted Agency
"Before this, I didn't have a great tax setup. Kyle was really helpful in getting my financial systems dialed in and putting some strategies in place"
Michael Sipes
Founder, Sipes Automation
"Highly recommend this. He found things that my CPA missed. I implemented this in my business and it rocks"
Drew Long
Founder, Sales By Tomorrow
Meet The Team
The people behind Axiom Finance's client strategies
Kyle Svenson
Founder
6 years in accounting/finance. Worked on a Fortune 100 finance team helping drive millions in new profit. Helped 10+ businesses save $17k-$55k+ each in taxes. Building a 10k+ following across LinkedIn, Twitter, YouTube & Instagram teaching 6 & 7 figure businesses how to make smarter financial decisions.
Credentials
B.S. Finance (Bryant University)
Enrolled Agent License
Get Your Free Financial Audit
Request a FREE 1-1 Call and we'll go top to bottom to uncover thousands in savings,
find where you're overspending, and flag tax exposure
Frequently Asked Questions
Still not sure? Here's some answers to common questions we hear
How Is This Different From My Current CPA or Bookkeeper?
Most CPAs and bookkeepers are reactive. They handle compliance, keeping your books clean and making sure you are filed correctly.
We are proactive. We're helping you throughout the year to dial in your tax position and financials. That way as your business is scaling, you don't get hit with surprises or overpaying.
What Does This Monthly Fee Include?
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How Much Does This Cost?
The calendar booking link includes pricing.
What Industries Do You Specialize In?
We've focused on service-based businesses (agencies, coaching, trades, etc.)
But if you generate consistent revenue and want better visibility into your money, we can likely help.
Do I Need To Fire My Existing Accountant or Bookkeeper?
Not necessarily. Some clients want to keep their tax preparer and bookkeeper. Others want to fully replace both with our team. We'll assess your current setup and recommend the best structure for you and your goals.
Your outsourced accounting team to help you pay less taxes, make smarter decisions and scale faster
Case Studies
Company
Resources
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