✦ Tax · Accounting · Fractional CFO

Your financial
partner in
every orbit.

Expert tax strategy, clean books, and executive-level financial leadership — for sole proprietors, tech companies, and growing businesses that need more than a bookkeeper.

Who We Work With
$200K – $1M Revenue
We specialize in small but mighty — sole proprietors, tech founders, and growing businesses who need expert financial support without the big-firm price tag.
Fixed Monthly Pricing
From $250/mo
Service Languages
EN / ES
Tax Returns
Fractional CFO
Bookkeeping
Government Representation
SEP-IRA & Retirement
Business Registration
Financial Strategy
Tax Returns
Fractional CFO
Bookkeeping
Government Representation
SEP-IRA & Retirement
Business Registration
Financial Strategy
Clients in Celestia's orbit
What We Do

Full-spectrum
financial support

From keeping your books clean to acting as your executive financial voice — Celestia covers every layer of your financial life.

🌟
02

Tax Consulting & Returns

Personal, corporate, and business tax filings with precision. We minimize liabilities and ensure full compliance with a strategic, forward-thinking approach for individuals and entities alike.

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03

Bookkeeping & Accounting

AI-assisted software integrated with your existing systems or built custom. Day-to-day transactions, monthly reconciliations, annual financials, and detailed budgets — always clean and current.

04

Portfolio & Retirement Planning

Roth, IRA, SEP-IRA, bonds, crypto, foreign markets, and US equities — we build tax-efficient wealth strategies with a specialty in sole proprietors and tech companies who need smart retirement vehicles alongside their growth.

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05

Government Representation

Audits, disputes, IRS notices, FinCen compliance — we represent you directly before tax authorities at every level, protecting your interests and navigating requirements so you don't have to.

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06

Business Registration & Setup

Entity selection, state and federal registration, IRS and FinCen onboarding — we handle every step so you launch clean, stay compliant, and focus entirely on building.

Fractional CFO

CFO-level thinking,
without the CFO salary.

Most growing businesses aren't ready for a $200K+ full-time CFO — but they absolutely need that level of financial leadership. That's exactly what Celestia's Fractional CFO service delivers.

We work alongside your team on a retained basis — attending key meetings, advising on major decisions, building financial models, and holding your finance function accountable.

Cash Flow & Runway Management
Always know where you stand. We build and maintain rolling cash flow forecasts so you can make confident decisions.
Investor & Stakeholder Reporting
Board-ready financials, KPI dashboards, and narrative reporting that builds confidence with your investors and lenders.
Strategic Financial Planning
Annual budgeting, scenario modeling, and growth planning. We help you think three steps ahead — not just close the books.
Full-time CFO Cost
$200K+
Annual salary + benefits + equity. Most early-stage companies can't justify it.
Celestia Fractional CFO
Fraction of that.
All the strategy, leadership, and insight — on a flexible retained engagement that scales with you.
Best For
$200K–$1M Revenue
Engagement
Monthly Retainer
Talk to a Fractional CFO
Who We Serve

Built for the
builders.

💻
Technology Companies

From pre-revenue startups to scaling SaaS — we understand tech business models, R&D credits, equity compensation, and the reporting your investors expect.

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Sole Proprietors & Freelancers

Self-employed or running a lean operation under $1M? We specialize in maximizing deductions, setting up SEP-IRAs, structuring entities correctly, and keeping your quarterly estimates completely stress-free.

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Growing Small Businesses

Professional services, creative agencies, outdoor industries, sustainability ventures — if you're building something real, we have the financial infrastructure to support it.

People Ask Us

A few of the
top questions.

What determines my pricing?
We take a customized approach to every client. Our pricing framework incorporates transaction volume, complexity, reporting needs, and the specific services you require. We fixed-fee as much as possible — no surprises.
When should I hire a Fractional CFO?
If you're past $500K in revenue, have investors or lenders, need to plan for growth, or feel like you're flying blind financially — it's time. A Fractional CFO costs a fraction of a full-time hire and delivers the same strategic value.
Do you work with bilingual clients?
Absolutely. We provide full service in English and Spanish — from initial consultations to tax filings, financial reports, and ongoing communication. No language barrier, ever.
What's a SEP-IRA and do I need one?
A SEP-IRA lets self-employed individuals contribute up to 25% of net earnings — a powerful tax-advantaged retirement vehicle. If you're a sole proprietor or run a small business, you're almost certainly leaving money on the table without one.
Do you take on short-term projects?
Yes, selectively. We support one-time needs like entity setup, investor prep, financial modeling, and audit support. If we can't take it on, we'll point you to a trusted partner who can.
How do you keep my data secure?
Each client has a dedicated, isolated environment. We use end-to-end encryption for data in transit and at rest. Your data is never shared, mingled, or used for anything beyond your engagement.
Stay Informed

Tax & finance news,
simplified.

We break down tax law changes, financial strategy, and economic trends on our Substack so you can stay one step ahead.

Read Our Substack
Transparent Pricing

Fixed. Fair.
No surprises.

We believe everyone deserves to know what they're paying and why. Our pricing is tiered, transparent, and scoped to your actual needs.

View Full Pricing Packages starting at $250/mo
Get In Touch

Ready to get
started?

Fill out the form and we'll reach out within one business day to schedule your free consultation.

Free initial consultation — no obligation.
Bilingual service in English and Spanish.
Individuals, sole proprietors, and corporations welcome.
Specialty in technology companies and growing businesses.