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Accounting · Tax · Advisory

Your Numbers.Your Growth.Our Expertise.

Helping businesses simplify accounting, optimize taxes, and make smarter financial decisions with trusted financial expertise.

  • Free initial consultation
  • Businesses & individuals
  • Richmond, VA

Illustrative financial dashboard graphic with sample revenue, cash-flow, and expense charts. Sample data only, not actual NumberX or client results.

Financial overview Illustrative

Revenue trendCash flow trendExpenses trend

Books

Reconciled

Reports

Monthly

Taxes

Planned

Cash flow

Trending up

Tax planning

Year-end strategy

  • Deductions reviewed
  • Estimates scheduled
Two professionals in a bright office discussing business plans across a desk

Our promise

Integrity and quality service, every engagement.

About NumberX

More time for your business. Less worry about the numbers.

At NumberX, we help businesses with accounting, tax planning, financial modelling, and strategic consulting — so you can spend your time running your business while we take care of the accounting, bookkeeping, and tax concerns.

NumberX Financial Services is a Richmond, VA firm built on a reputation for integrity and quality service. We work alongside business owners to bring order to their finances today and a clear plan for tomorrow.

Clarity

Financials explained in plain language, so every decision is an informed one.

Reliability

Accurate, timely work you can count on — month after month.

Expertise

Accounting, tax, and modelling know-how applied to your goals.

Our services

Financial expertise for every stage of your business.

From day-to-day bookkeeping to year-round tax strategy and CFO-level guidance, NumberX brings the right expertise to the decisions that matter.

  • 01

    Accounting & Bookkeeping

    While you focus on turning your vision into reality, we make the accounting easy and keep your finances accurately maintained.

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  • 02

    Tax Planning & Strategy

    Year-round tax expertise for individuals and businesses — proactive strategies that minimize liability and keep you compliant.

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  • 03

    Financial Modelling

    Forward-looking models, forecasts, and budgets that turn your numbers into a clear picture of where your business is heading.

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  • 04

    Outsourced Controllership & CFO Services

    CFO services and outsourced accounting for businesses and non-profit organizations that need financial leadership without a full-time hire.

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  • 05

    Business Consulting

    Financial analysis, feasibility studies, operational support, and strategic planning to help your business grow with intention.

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  • 06

    QuickBooks Services

    Guidance on everything from complex accounting questions to mastering your QuickBooks accounting software.

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Why NumberX

A financial partner that sees beyond the numbers.

Every engagement is shaped around your business — your goals, your challenges, and the decisions in front of you.

  • Personalized financial guidance

    Advice tailored to your business and situation, not a one-size-fits-all package.

  • Strategic tax planning

    Year-round strategies designed to minimize liabilities and keep you compliant.

  • Simplified financial management

    Clean books and clear reporting that make your finances easy to understand.

  • Business growth support

    Modelling, forecasting, and consulting that help you plan your next stage.

  • Professional accounting expertise

    Experienced professionals handling your accounting with integrity and precision.

How we work

A clear path from first call to confident decisions.

  1. STEP 01

    Schedule a Consultation

    Book a free initial meeting at a time that works for you using our online scheduler.

  2. STEP 02

    Understand Your Business

    The NumberX team reviews your business goals, current setup, and financial needs.

  3. STEP 03

    Build Your Financial Strategy

    We recommend the accounting, tax, and consulting services that fit where you are headed.

  4. STEP 04

    Move Forward With Confidence

    Your business receives ongoing support according to the services you agree on.

Who we serve

Built for the way you earn.

Individuals, freelancers, small businesses, corporations, partnerships, and non-profits — each with support that fits.

30-second service finder

Find the right support for you.

Answer three quick questions and get a personalized starting point — no email required.

Service finderQuestion 1 of 3Question 2 of 3Question 3 of 3Your results
Which best describes you?
What do you need most right now?
How are your books today?
Financial insights

Know more. Plan better.

Short, practical primers on the financial topics business owners ask about most.

  • Tax Planning 4 min read

    Smart Tax Planning for Small Businesses

    Why the best tax outcomes are usually decided long before filing season arrives.

    Read the primer
  • Bookkeeping 3 min read

    Why Accurate Bookkeeping Matters

    Clean books are the foundation for taxes, financing, and every strategic decision.

    Read the primer
  • Forecasting 4 min read

    Financial Forecasting for Business Growth

    How a simple, well-built forecast helps you plan hiring, investment, and cash needs.

    Read the primer

Educational primers prepared for this website. General information only — not personalized tax, legal, or financial advice.

FAQ

Questions, answered.

Straight answers about how NumberX works, what it costs, and how to get started.

  • Do you offer a free consultation?

    Yes. NumberX offers a free initial consultation to small business owners. You can book a time online or call 804-630-1091.
  • How much does tax preparation cost?

    Individual returns start at $100 for a basic 1040, $200 for a standard 1040, and $500 for self-employed filers. Business returns start at $600 for LLCs, sole proprietors, and partnerships, and $800 for S-Corps and C-Corps. Final pricing is confirmed during your consultation.
  • How much does bookkeeping cost?

    Bookkeeping — monthly transaction entry, reconciliations, clean financials, and standard reports — starts from $100 per month, depending on volume and complexity.
  • Do you work with non-profit organizations?

    Yes. NumberX offers CFO services and outsourced accounting to both businesses and non-profit organizations.
  • Can you help if I am audited by the IRS?

    Yes. NumberX provides professional IRS audit assistance, starting from $350 per hour.
Free consultation

Let's Talk About Your Financial Future

Schedule a free initial consultation and discover how NumberX can support your business.

  • Free initial consultation for small business owners
  • Discuss your goals, challenges, and current setup
  • Get clear next steps for accounting, tax, and planning

Free initial consultation

Plan your conversation

No obligation
What would you like to discuss?

Select any that apply — or just come with questions.

How it works

  1. Book a timePick a slot that suits you.
  2. Share your goalsTalk through your situation.
  3. Get next stepsLeave with a clear plan.
Book a Free Consultation