The choice is between a published monthly plan with tax filing included and a custom-quoted engagement scoped after a consultation with a small Tampa Bay firm.
Infinity Accounting Solutions operates from offices in downtown Tampa and downtown Sarasota, Florida.
A local firm and a remote engine are different models, not better and
worse ones. This page lays out where they differ so you can decide on
the dimensions that matter to your business.
Infinity Accounting Solutions is a Tampa and Sarasota, Florida based accounting firm offering bookkeeping, small business accounting, payroll, virtual controller, virtual CFO, and new business formation services. They describe themselves as a virtual firm built on cloud accounting tools paired with relationship-based service.
WHERE THEY'RE A GOOD FIT
An owner with a messy or multi-entity situation who wants a scoped, human engagement is a strong fit here. They state they regularly take on clients with months or years of backlogged, disorganized books and get everything current. Their virtual CFO pricing explicitly accounts for the number of entities and business complexity, and they offer controller and CFO services together as what they call a complete outsourced finance department, with CFO scope including investor and lender relations and loan application support.
WHERE THE FIT BREAKS
Every engagement is billed at a fixed monthly rate quoted after a free consultation, based on transaction volume and scope, so a buyer who needs a comparable number today cannot get one without a call. No filing-season turnaround or capacity commitment appears on their site.
SIDE BY SIDE
The same eight dimensions we hold every comparison to.
Fixed rows. No cherry-picking.
Infinity Accounting Solutions
Uplinq
Service model
They describe themselves as a virtual firm built on cloud accounting technology, using tools like QuickBooks Online, Bill.com, Gusto, and Ramp, paired with a dedicated team for each client.
AI engine with U.S.-based accountant oversight. Technology does the volume, professionals own the judgment.
In-person availability
Not published
Remote by design. A named team reachable by email, phone, or video, without a commute on either side.
Tax filing
Their tax services page states they serve both individual and business tax planning, preparation, and filing needs, while their CFO page separately describes coordinating tax planning with a client's own CPA or enrolled agent.
Available on every plan. Business and personal filings handled by the team that already keeps your books.
Pricing structure
Pricing not published
Published pricing from $300/mo, scoped to your business. No hourly billing, no surprise invoices.
Onboarding and migration
They offer a free discovery call that leads to a custom quote, and state they take on clients with months or years of backlogged books and bring records current. No numbered onboarding timeline is published.
A dedicated onboarding specialist imports your history, rebuilds your chart of accounts, and runs a verified first close.
Capacity at tax season
Category typical
Capacity is a function of the engine, not of how many hours one person has in March.
Scalability path
They state they work with businesses at all stages, from startups to established companies with millions in annual sales, and that controller and CFO services can be combined as a business grows.
One provider from lean cash-basis books to multi-entity consolidation. You never outgrow the system.
Support model
Their contact page states inquiries submitted by form get a reply within one business day. Their CFO page states most engagements include monthly strategy meetings and regular check-ins, with increased cadence during high-activity periods like fundraising.
A named team you can reach directly, with responses within one business day.
WHERE THE GAP IS STRUCTURAL
Two differences that aren't about effort.
Most rows in a table are details. These two are the decision.
01
Quoted engagements vs published rates
Every service line at Infinity Accounting Solutions is priced through conversation rather than a rate card. They state core accounting engagements are billed at a fixed monthly rate based on transaction volume and scope, with a free consultation producing the quote. Virtual CFO work is priced on complexity, number of entities, and scope of services, and payroll is priced on employee count and pay frequency. They frame the tradeoff as no hourly billing surprises, with scope changes handled through conversation rather than surprise invoices.
For a buyer, this means no number exists until after a call, and comparing costs across providers requires that extra step.
02
Relationship depth vs bounded capacity
The firm's stated model centers on a small, consistent relationship rather than a large team structure. They describe combining modern technology with what they call old-school relationship building, and most CFO engagements are stated to include monthly strategy meetings plus regular check-ins. The firm was built by two founding partners, per their own about page.
A model built around a small number of people has capacity bounded by their hours. That is a structural feature of how the firm is set up, not a statement about how well they perform, and it is worth weighing against how much direct, recurring conversation a buyer wants versus how much capacity they may need as volume grows.
ALREADY ON INFINITY ACCOUNTING SOLUTIONS?
Switching costs less than staying mismatched.
Your history comes with you. The work of moving it is ours.
01
Export and connect. Week one.You share your existing statements and reports, connect your bank and card accounts, and meet your onboarding specialist. That is the extent of your job.
02
We rebuild and verify. Weeks two to three.We bring your history onto the Uplinq system, rebuild the chart of accounts around how your business actually runs, and reconcile it against your bank records.
03
First verified close. Month one.Your first month closes on Uplinq with accountant review, and you compare it against what you were getting before. Most businesses are fully switched within one cycle.
MOVING FROM INFINITY ACCOUNTING SOLUTIONS
They state they are QuickBooks Online Certified ProAdvisors and recommend QuickBooks Online for most small businesses, though they say they can work with other platforms. On payroll, they state they can work with an existing provider or help migrate to Gusto. No contract term, notice period, or data export policy is published on their site.
» Behind on your books? Catch Up is scoped into onboarding.
PROOF
Trusted with the books of over 1,000 businesses.
NewsweekGreatest Startup Workplaces, 2026
Inc. 5000Among America's fastest-growing private companies
1,000+Organizations on Uplinq, across industries and entity structures
U.S.-basedProfessional accountants reviewing every set of books
No pricing figures appear on their website. They state that core accounting engagements are billed at a fixed monthly rate based on transaction volume and scope, with a free consultation used to provide a quote. For virtual CFO work, they state the fixed monthly rate reflects business complexity, number of entities, and scope of services, with no hourly billing surprises. Payroll pricing is stated to be based on the number of employees and pay frequency, also without a published figure.
02Does Uplinq include tax filing?+
Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.
03Do they handle tax filing, or just bookkeeping?+
Their tax services page states they serve both individual and business tax planning, preparation, and filing needs, and describes offering comprehensive tax services for upcoming returns. Separately, their virtual CFO page lists tax planning coordination with a client's own CPA or enrolled agent among CFO deliverables. Whether tax filing is included in a client's monthly fee across every service line is not stated on their site.
04Who actually does the work at Uplinq, software or people?+
Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.
05What accounting software will I be on?+
They state they are QuickBooks Online Certified ProAdvisors and recommend QuickBooks Online for most small businesses, while noting they can work with other platforms. Their small business accounting page names QuickBooks Online, Bill.com, Gusto, and Ramp as the cloud tools they use. Payroll is delivered through their stated partnership with Gusto.
06What if my books are months behind?+
That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.
07Do I have to sign a long contract?+
No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.
You're not choosing a bookkeeping vendor. You're choosing what your numbers are for.
The real question is whether you want a published plan you can compare today or a custom-scoped engagement priced after a conversation.
Feature checklists don't run a business. Clean, current, legible
financials do. If that's the outcome you're buying, see what it looks
like on your own books.
