At Stax Accounting Group, our mission is to empower businesses of all sizes by providing unparalleled accounting and bookkeeping services. We are committed to delivering accurate, timely, and insightful financial solutions tailored to meet each client’s unique needs. Through our expertise, integrity, and dedication, we strive to be trusted partners in our clients’ success, fostering growth, efficiency, and financial well-being. Our aim is to exceed expectations, cultivate enduring relationships, and contribute positively to the prosperity of the businesses we serve and the communities we operate in.
Roman Svir is an accomplished accounting and financial operations professional with over 15 years of experience across both public accounting and private industry. He is the Founder and Managing Principal of Stax Accounting Group, a modern fractional accounting and finance firm supporting small, mid-market, and enterprise businesses nationwide.
Roman graduated from Southern Illinois University in 2011, earning both a Bachelor’s and Master’s degree in Accounting, along with a minor in Finance. He began his career in public accounting, where he gained approximately one year of audit and compliance experience, developing a strong foundation in financial controls, risk assessment, regulatory standards, and audit methodology.
After transitioning into the private sector, Roman held progressively senior roles in accounting and finance, where he became deeply involved in full-cycle accounting, month-end close processes, internal controls, budgeting, forecasting, cash flow management, and executive-level financial reporting. His work focused on building audit-ready financial systems, improving operational efficiency, and strengthening financial visibility for growing organizations.
Throughout his career, Roman has been recognized for his ability to translate complex financial data into actionable insights that support better decision-making. He operates at both the tactical and strategic levels-ensuring compliance and accuracy while also helping leadership teams understand the story behind the numbers and use financial intelligence to drive growth.
Roman founded Stax Accounting Group to address a common gap in the market: businesses that need more than bookkeeping, but less than a full in-house finance department. Under his leadership, Stax delivers fractional accounting, controller oversight, and CFO-level advisory services, providing clients with scalable financial infrastructure without the overhead of hiring internally.
Today, Roman works closely with entrepreneurs, business owners, and executive teams across a wide range of industries. His hands-on, partnership-driven approach helps clients achieve clarity, control, and confidence in their financial operations-building long-term financial foundations that support sustainable growth, compliance, and success.
Josh is a seasoned accounting and financial professional with over 15 years of comprehensive experience across multiple industries. With a proven track record of delivering strategic financial insights and driving business growth, Josh has established himself as a trusted advisor in the field.
Throughout their career, Josh has held key roles in various sectors, including but not limited to, Real Estate, Healthcare, Professional Services, E-Commerce, Legal, Restaurant and Hospitality & Cannabis.His diverse background has equipped them with a deep understanding of the unique financial challenges and opportunities present in each industry, enabling them to provide tailored solutions to clients.
Driven by a passion for helping businesses thrive, Josh has decided to embark on a new journey by founding their own firm. As the founder of Stax Accounting Group, he is dedicated to offering personalized financial services that empower businesses to achieve their goals and maximize their potential.
With a focus on professionalism, integrity, and client satisfaction, Josh strives to build lasting partnerships with each client, guiding them towards financial prosperity and sustainable growth. Through his hands-on approach and commitment to excellence, Josh aims to make a significant impact in the financial landscape, one client at a time.
We uphold the highest ethical standards in everything we do. Our work is grounded in honesty, transparency, and objectivity-ensuring clients, partners, and stakeholders can rely on accurate financials and unbiased guidance at all times.
We operate as an extension of our clients' teams, not a third-party vendor. Every engagement is built around our clients' goals, challenges, and growth plans, with solutions tailored to their specific business realities-not one-size-fits-all templates.
Financial data is sensitive, strategic, and mission-critical. We earn trust through consistent performance, reliability, and strict confidentiality, delivering audit-ready financials that leadership teams can stand behind with confidence.
Great financial outcomes are the result of collaboration. We foster a respectful, inclusive environment where accountants, controllers, CFOs, and clients work together to solve problems, improve processes, and drive smarter decisions.
We take ownership of our commitments and outcomes. From month-end close timelines to strategic deliverables, we hold ourselves accountable for precision, responsiveness, and follow-through - because execution matters.
We recognize the responsibility that comes with our role. Stax Accounting Group is committed to giving back through community involvement, charitable initiatives, pro bono support, and responsible corporate citizenship.
Stax Accounting Group provides fractional accounting, controller oversight, and CFO advisory services for businesses operating in complex, regulated, and high-growth industries.
We specialize in building audit-ready financial systems, strengthening internal controls, and delivering industry-specific financial reporting that supports compliance, scalability, and executive decision- making.
Unlike general accounting firms, our team understands that each industry has unique financial risks, regulations, and operational realities. These nuances directly impact how your books should be structured, reviewed, and analyzed.
(Clothing, Brick-and-Mortar, Multi-Channel)
Inventory accounting, margin analysis, sales channel reconciliation, and cash-flow optimization.
Project costing, labor tracking, profitability by client, and scalable back-office operations.
Trust accounting, owner reporting, bank reconciliations, and compliance-driven controls.
Platform integrations, inventory accounting, sales tax complexity, and KPI-based reporting.
Multi-location reporting, payroll complexity, cost controls, and operational analytics.
Revenue recognition, forecasting, investor-ready financials, and growth-stage finance support.
Client trust accounting, compliance, expense tracking, and partner-level reporting.
Entity structuring, portfolio reporting, cash-flow modeling, and investment analysis.
Payroll-heavy operations, regulatory compliance, and audit-ready financial reporting.
280E and 471(c) considerations, excise tax tracking, inventory controls, and audit preparedness.
Job costing, WIP schedules, retainage tracking, and project-based cash-flow forecasting.
Time-based billing, utilization metrics, client profitability, and executive reporting.
Every industry has different:
Compliance requirements
Revenue recognition rules
Cost structures
Our fractional accounting and CFO services are tailored by industry, ensuring your financials are not only accurate-but defensible, scalable, and decision-ready.
At Stax Accounting Group, we provide bookkeeping, fractional accounting, controller oversight, and CFO advisory services designed to give business owners and executives complete confidence in their financials -without the burden of building and managing an in-house finance team.
From day-to-day bookkeeping and month-end close to advanced reporting, forecasting, and strategic financial guidance, we ensure your numbers are accurate, audit-ready, and built to support smarter decisions and scalable growth.
