Expert Accounting Solutions for Businesses
Trusted provider of expert bookkeeping & accounting services for businesses and CPA firms across the USA & Canada.
- Top-Rated Bookkeeping Services
- Flexible Plans Starting at $60/Month
- 100% Money-Back Guarantee on First Payment
Expert Bookkeeping, Accounting & Audit Services Tailored Financial Modeling and Virtual CFO Solutions
Ensure full compliance and financial accuracy with our professional bookkeeping, accounting, and audit services — trusted by startups, small businesses, and CPA firms across the USA & Canada. We deliver timely, transparent financial reports that support strategic decisions and day-to-day operations.Our advanced financial modeling services help you build precise forecasts, allocate resources efficiently, and prepare for investor or board presentations with confidence.
With our Virtual CFO solutions, you access senior financial expertise — without the cost of a full-time hire. We provide real-time, data-backed insights to help you scale smarter, reduce overhead, and focus on what matters most: growing your business.
Complete U.S. Company Formation Services
At My Financialy, we make it simple to start your company in the United States — whether you’re a U.S. resident or an international entrepreneur. Our comprehensive incorporation services include everything from state registration to EIN/Tax ID acquisition, so you can launch and grow with confidence.
Business registration in any U.S. state
Registered agent services
EIN / Tax ID application (IRS)
Legal documents & compliance support
Ongoing annual compliance assistance
How Our U.S. Business Formation Process Works
Starting your U.S. business is simple with our streamlined process. From choosing the right state and entity type to handling all the paperwork and securing your EIN, we manage every step for you. Once your company is officially formed, we’ll help you set up a U.S. business bank account so you can start operating with confidence.
Choose Your State
Pick the state where you want to register your business. We’ll help you secure a U.S. business address and begin the process based on that location.
We Handle the Incorporation
Select your entity type (LLC, Corporation, etc.), and we’ll file your company with the Secretary of State. We'll also apply for your EIN (Tax ID) from the IRS — all handled for you, start to finish.
Business Bank Account Setup
Once incorporation is complete and your documents (Articles of Incorporation & IRS EIN letter) are ready, we connect you with reputable U.S. banking partners to open your business bank account quickly.
What Services Do We Provide Our Clients?
From company formation to tax strategy, My Financialy offers full-service financial solutions tailored to startups, entrepreneurs, and growing businesses in the U.S. and beyond.
Company Formation Services
- Registered Agent Services
- U.S. Business Address & Mail Handling
- Filing Legal Documents with the State
- EIN / Tax ID Application
- Corporate Bylaws & Resolutions
- Business Bank Account Setup
Strategic Planning & Project Management
- Long-term business goal setting
- Market research & competitor analysis
- Project execution frameworks
- Risk assessment & milestone tracking
Bookkeeping & Accounting
- Monthly financial statements
- GAAP-compliant transaction records
- QuickBooks & Xero integration
- Real-time reporting & insights
Payroll Services
- Full-service payroll processing
- Direct deposit & automated tax filings
- W-2 and 1099 preparation
- Federal & state payroll compliance
Virtual CFO Services
- Strategic financial leadership
- Budgeting, forecasting & cash flow
- KPI dashboards & growth tracking
- Board-ready financial presentations
Financial Modeling
- Scenario-based business models
- Business valuation & forecasting
- Industry-specific financial planning
- Investor-ready reports
Tax Preparation
- Maximize deductions and tax credits
- Full IRS-compliant documentation
- Year-round proactive tax planning
- Personal & business tax returns
Expert Tax Solutions for Individuals and Businesses Stay Compliant. Maximize Savings with Strategic Tax Planning.
Easily navigate U.S. tax laws with our expert support. We offer precise tax preparation for individuals and families, ensuring every return is filed accurately and on time.
Our business tax services include tailored support for LLCs, corporations, and partnerships. Stay compliant with IRS rules and avoid expensive filing errors.
We specialize in year-round tax planning to minimize liabilities and boost savings. Whether for personal or business taxes, we provide expert guidance at every step.
Industries & Clients We Proudly Serve
At My Financialy, we understand that no two businesses are alike — and financial success depends on tailored solutions. That’s why we serve a diverse range of industries with accounting, tax, payroll, and CFO services built around each client’s unique challenges and goals. From early-stage startups to established corporations, we help every business stay compliant, profitable, and growth-ready.
Whether you’re launching an e-commerce store, managing rental portfolios, or scaling a professional practice, our team brings deep industry expertise to the table. We go beyond one-size-fits-all solutions — offering actionable financial guidance based on real-world experience and proven results across sectors.
E-Commerce Businesses
From Shopify to Amazon, we help sellers manage inventory, track expenses, and stay sales-tax compliant across states.
Startups & Tech Companies
We guide founders through incorporation, investor-ready financials, burn rate analysis, and cash flow forecasting.
Real Estate Investors & Agents
Our services include property-level bookkeeping, depreciation tracking, and IRS-compliant real estate tax strategies.
Healthcare & Medical Practices
We assist clinics, solo practitioners, and therapists with payroll, insurance reimbursements, and HIPAA-aligned reporting.
CPA Firms & Bookkeeping Agencies
We offer white-label solutions and staff augmentation for firms needing overflow accounting or cleanup support.
Coaches, Consultants & Creators
Helping knowledge workers stay organized with income tracking, estimated taxes, and business expense deductions.
Nonprofits & Charitable Organizations
Full-service accounting for 501(c)(3)s, including Form 990 prep, grant reporting, and donor fund reconciliation.
Logistics & Transportation
Specialized help for owner-operators and fleets — fuel tracking, per diem deductions, and DOT-compliant records.
Construction & Trades
Project-based financials, job costing, contractor payroll, and lien compliance for builders and subcontractors.
Our Process – Simple, Transparent, and Built for Your Growth
Getting started with My Financialy is quick, easy, and stress-free. Whether you need help forming a new business or managing ongoing finances, our structured process ensures clarity at every step. We’ve removed the guesswork so you can focus on running your business — while we handle the paperwork, numbers, and compliance.
From day one, you’ll work with a dedicated expert who guides you through onboarding, handles filings, and builds a tailored plan that fits your industry and goals. No hidden steps. No complicated forms. Just expert-driven execution with real results.
We start by understanding your business, financial goals, and current challenges. Whether it's formation, tax filing, or bookkeeping, this first conversation helps us create a custom roadmap based on your needs.
For new businesses, we handle the legal setup — from choosing the right structure (LLC, Corp, etc.) to filing with the state and applying for your EIN. For existing businesses, we review your structure and accounting tools to ensure everything is optimized.
We securely collect the necessary documents and connect your systems (like QuickBooks, Stripe, Shopify, or banks). Our team sets up your financial dashboards, compliance calendars, and reporting templates for a smooth experience.
Once onboarded, we begin delivering services — whether that’s monthly bookkeeping, payroll processing, or tax filings. You’ll receive timely updates, reports, and insights — plus year-round access to your expert for any questions.
We don’t just deliver — we review and improve your financial position. With strategic reviews, forecasting models, and tax-saving advice, we help you reduce costs, increase profitability, and prepare for growth or funding.
Trusted Partner
Why Choose My Financialy?
At My Financialy, we do more than crunch numbers — we become your strategic partner in financial success. Our team combines deep expertise with modern tools to deliver accurate, timely, and personalized support for every client. Whether you’re just starting out or managing complex multi-state operations, we provide the clarity and confidence you need to grow. What sets us apart isn’t just our experience — it’s our commitment to proactive service, transparent communication, and long-term relationships. We treat every business like our own, offering white-glove service without the high cost of traditional firms. You’ll always know where your finances stand — and how to move forward.
CPA-Level Expertise Without the Overhead
- Our experienced professionals bring the insight of licensed CPAs — without the steep hourly rates. You get expert strategy, accurate financials, and proactive guidance at a fraction of traditional costs.
Fast Turnaround Times
- We move fast — delivering reports, filings, and answers in days, not weeks. Whether it’s tax season or monthly close, our team ensures you're never left waiting when time matters most.
Personal Support, Real People
- Forget automated emails and endless hold lines. We assign you a dedicated expert who knows your business, answers your questions, and provides consistent, human-first service.
Custom Financial Tools & Dashboards
- We build tailored dashboards and financial models so you can visualize performance, spot trends, and make confident, data-backed decisions in real time.
All-in-One U.S. Business Launch + Support
- From company formation and EIN application to tax filings and payroll — we handle it all. One team, one platform, zero stress across your entire business lifecycle.
Data Security & Compliance
- Your financial data stays safe with bank-grade encryption, secure portals, and full IRS-compliant handling. We take data privacy as seriously as your bottom line.
Trusted by Startups, Agencies & CPA Firms
- We’re the silent partner behind hundreds of U.S. and international businesses — including e-commerce brands, agencies, real estate firms, and even fellow accounting professionals.
What Our Clients Say About Working With Us
We believe that results speak louder than promises — and our clients agree. From entrepreneurs launching their first LLC to agencies managing multi-state payrolls, we've helped hundreds of businesses thrive through clarity, compliance, and confidence.
Here’s what real clients have to say about their experience with My Financialy — and how our services made a measurable impact in their day-to-day operations.
Meet the Team Behind My Financialy
Behind every report, return, and recommendation is a team of dedicated financial professionals who care deeply about your success. We’re a collective of CPAs, tax experts, and business strategists with years of experience helping startups, entrepreneurs, and firms navigate the complex world of U.S. business finance.
Our people aren’t just numbers-driven — they’re relationship-driven. Every client is paired with a real expert who understands your business inside and out. You’ll never deal with call centers or bots. Just clear, proactive advice from professionals who treat your company like their own.
Licensed CPAs & Enrolled Agents
Our accounting team includes Certified Public Accountants (CPAs) and IRS Enrolled Agents (EAs) with deep knowledge of federal and state tax codes — ensuring full compliance and maximum savings.
IRS e-File Providers
We’re officially authorized by the IRS to e-file returns and manage client tax submissions securely and efficiently.
QuickBooks & Xero Certified Advisors
Our team is certified in the top accounting platforms used by small businesses — from QuickBooks Online to Xero and Wave — ensuring seamless financial reporting and integration.
Multinational & Startup Specialists
From U.S. startups to international founders incorporating remotely, we specialize in cross-border tax strategy, compliance, and business formation.
Dedicated Account Managers
Every client is matched with a U.S.-based financial expert who serves as your single point of contact — providing ongoing support, updates, and strategic insight.
Real-World Business Experience
Our leadership team includes former CFOs, auditors, and controllers from private firms and Fortune 500 companies — bringing decades of financial leadership to your business.
Insights, News & Tax Tips — Stay Financially Ahead
We don’t just manage your books — we keep you informed. Our blog and learning center deliver timely insights on U.S. tax law changes, business strategies, and money-saving tips to help you make smarter decisions all year round. From new entrepreneurs to seasoned CFOs, we offer value at every stage of your journey.
With clear, actionable articles — written by financial experts — you'll never be left in the dark. Stay ahead of deadlines, spot growth opportunities, and keep your business compliant with ease. Check back regularly or subscribe to get updates delivered straight to your inbox.
Tax Tips & IRS Updates
Get easy-to-understand breakdowns of new tax laws, deduction strategies, filing deadlines, and compliance alerts — always relevant and always up to date.
U.S. Business Formation Advice
Learn how to choose the right entity (LLC vs. Corp), navigate state rules, apply for an EIN, and avoid costly mistakes when starting your company in the U.S.
Bookkeeping & Accounting How-To’s
From cash flow management to monthly close checklists, our expert tips help you stay financially organized with or without an in-house accountant.
International Founder Resources
Not based in the U.S.? We’ve got content tailored for international entrepreneurs — covering U.S. taxation, remote incorporation, and cross-border compliance.
Growth & Financial Strategy
Explore long-term business planning, forecasting models, budget tools, and virtual CFO insights to help you scale with confidence.
My Financialy Announcements
Stay in the loop with new service offerings, platform features, team news, and client success stories.
Frequently Asked Questions
No. We help both U.S. residents and international entrepreneurs form LLCs or Corporations in any state. All services — including EIN application — are handled remotely with fast turnaround and full compliance.
Typically, state registration takes 2–4 business days, and we can obtain your EIN from the IRS within 1–3 days depending on your case. You’ll receive official documents and instructions as soon as each step is completed.
Yes. We offer full-service monthly packages that include bookkeeping, tax planning, and year-end filing. You can also opt for one-time services like catch-up bookkeeping or standalone tax returns if needed.
Our Virtual CFO solution provides strategic financial oversight — including cash flow forecasting, budgeting, KPI dashboards, and board-ready financials. It’s ideal for startups, agencies, or growing firms needing high-level insight without hiring a full-time CFO.
We use encrypted cloud portals and IRS-compliant systems to protect your data. You’ll receive a secure link for document uploads, with ongoing access to all your files and reports 24/7.
Absolutely. We specialize in cleanup and catch-up services — whether you're behind a few months or several years. We'll get your books in order, file any overdue returns, and help you avoid penalties moving forward.