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Kruze Consulting is a leading provider of accounting, finance, HR, and tax consulting to seed and venture capital-funded startups. Kruze’s clients have collectively raised over $10 billion in VC financing, and Kruze’s clients are regularly acquired by the largest public technology companies. Kruze Consulting’s tax credit advisory is reducing our clients' burn by over $10 million this year, and Kruze’s team recommends best-in-class financial and HR systems that help make data-driven startup founders more productive. Visit https://kruzeconsulting.com/ to learn more.

Countsy provides outsourced Accounting, HR/People Operations, Equity Administration, FP&A, and more for startups, scaleups, and spinouts. Our offering includes a dedicated Fractional CFO and CPO, all the necessary back office experts, and a technology platform for billing, payroll, expense management, reporting, and more. We help thousands of businesses grow and provide outsourced services for scaling companies and independent CFOs who need to supplement their departments.

airCFO offers best-in-class Accounting, Fractional CFO, Tax and People Ops services so you can have a stable financial structure and prepare for the next phase of growth. We act as an trusted advisor to hundreds of venture backed, growth focused startups that look to us for education and guidance on how to develop and grow their back office practices. With four service line offerings, airCFO can play a role in every back-office function, giving you, the founder, piece of mind knowing the work is taken care of and you have more time back to focus on growing your business.

Lazo is an all-in-one solution providing legal, tax, bookkeeping, back-office, and fundraising solutions for early-stage startups. This one-stop shop gives founders the peace of mind that they need in the early stages and provides financial and legal information ready to be shared with investors.

Formation Financial provides finance, accounting, and HR support to early stage companies across many industries. From Series Seed through Series C, we partner with you across each stage to help you reach your company’s greatest potential.

In a world were many of us feel uncertain, adrift, and isolated, Honestly Bookkeeping wants to provide a safe harbor for you, our clients. The lack of financial education in school means most business owners either need the confidence and tools to figure out financial management by themselves or they need the support of a professional. We are these professionals. We believe everyone deserves the feeling of financial security. We do this everyday by helping owners with a portfolio of businesses to stabilize, strengthen, and create sustaining financial systems. Through this approach we make sure you have the bookkeeping support necessary to create foundational and forward thinking processes & systems, allowing you to make informed decisions about your business(es). • The focus on systems and processes creates consistency in your experience, which then creates consistency for the nervous system, which in turn creates a sense of security and consistency within you. • By focusing on foundational and forward-thinking processes, we are creating confidence that the basics are covered, while also being proactive instead of reactive (where a reactive state keeps the nervous system in a state of uncertainty and lack of safety). • The focus on using the bookkeeping to make informed decisions for the business again moves to a proactive space; this creates the experience for you of being capable and seeing how to affect meaningful change within your business. This in turn creates the feeling of safety because you are active instead of the acted upon. Who shouldn't work with Honestly Bookkeeping? • If "hustle, grind, execute" is your mantra. • If you don't believe you are worthy of money or have financial trauma - we are not financial therapists (but check out Dawn or Agnes) • Anyone with HIPAA compliance (we're not looking to become the case law in the grey area of this). • Gary V, Tony Robbins, or “Guru”s are your influencers. Who is a good fit? • The "do you believe this" section gave you excited shivers. • You've been in business (in this venture or a previous one) for at least 5 years. • You know where your expertise starts and ends and trust us to know the same for our expertise. • You're ready to use your money in smart, long-term ways and sustain your business for many years to come. • Understanding finances may not be your strong suit, but you're willing to engage in the process (instead of mimic-ing an ostrich). • Systems, mutual agreement, and co-operative workshopping are your jam.

WilkinGuttenplan is an innovative, full-service accounting and advisory firm. Committed to advising our clients, WilkinGuttenplan provides a breadth of services founded on deep expertise and long-lasting relationships. We serve the technology and Saas, life sciences & pharma, professional services, and real estate industries. As well as niche markets, such as family office & high-net-worth individiuals and sports and entertainment.

Escalon Services: Your Trusted Partner for Comprehensive Business Support Escalon Services is a leading provider of essential business services, specializing in helping startups and high-growth companies manage their operational complexities with ease. From accounting and payroll to HR and tax compliance, Escalon offers a full suite of solutions tailored to your business needs. With a team of experts dedicated to delivering accurate, timely and reliable services, Escalon takes the administrative burden off your shoulders, allowing you to focus on your business dreams and growth goals. Trusted by hundreds of companies globally, Escalon is committed to providing scalable solutions that evolve with your business, ensuring you stay ahead in today's competitive market. Whether you're looking to streamline your financial operations, manage HR efficiently, or ensure tax compliance, Escalon Services is your go-to partner for driving success and sustainable growth. Start-Ups and high-growth companies use Escalon for: 1) CFO Advisory, fractional CFO 2) Fundraising prep: Clean-Ups, Revenue Model, and Investor Deck/Data Room 3) Monthly Reporting and Bookkeeping 4) Tax compliance and tax credits 5) HR Setup: Payroll, Benefits, employee handbooks, onboarding/offboarding 6) Recruiting

Zeroed-In Consulting is a California-based, full-service accounting firm that specializes in technical and outsourced accounting solutions. The company is dedicated to helping businesses navigate the rapidly evolving financial landscape by offering a suite of services that includes: • Technical Accounting: Helping clients manage the complexities of US GAAP reporting so they can avoid the pitfalls of traditional, error-prone financial processes. • Audit and Transaction Readiness: Preparing companies for rigorous audits, reviews, and due diligence processes, ensuring compliance and financial integrity. • Outsourced Accounting: Providing scalable support to supplement or entirely manage a company’s accounting function, allowing leaders to focus on core business activities. • Transformation Services: Driving efficiency and innovation through automation, business intelligence, and process optimization, enabling organizations to do more with less. At its core, Zeroed-In Consulting is built on a collaborative approach. The firm works closely with each client to assess current accounting systems, identify areas for improvement, and develop customized action plans—all delivered with a focus on efficiency, transparency, and innovation. By blending deep accounting expertise with modern technological solutions, Zeroed-In Consulting empowers businesses to not only keep pace with regulatory changes and technological advancements but also to position themselves for long-term success.

HigherRing is the ethical outsourcing partner for socially responsible companies. We harness business as a force for good and partner with impact organizations to lighten their load and further their purpose. We create remote, impact employment where our team members and clients are valued and supported in their efforts to advance us all toward a more sustainable world. HigherRing is B Corp, Living Wage US certified, climate-neutral, and a 1% for the Planet member. We provide managed fractional, full-time and team support in a variety of service areas such as: • customer + application support • business operations • financial & bookkeeping operations • marketing ops + sales support • ecommerce & wholesale support Our bookkeeping and financial ops team works on all bookkeeping platforms including Xero, QuickBooks, Wave, Sage, Netsuite, Cin7 and spreadsheets. We are proud to be a reseller and partner to Fathom for budgeting, forecasting and scenario planning. We are also partners to HR systems such as Justworks, Gusto, and ADP. We are full-charge bookkeepers specializing in: • accounts reconcilation • bill payment (A/P) • receivables (A/R) • payroll • inventory • budgeting • financial analysis and monthly reporting Most of our financial operations work is deliberately onshore in the U.S., however, if needed we can leverage our teams in Portugal, Mexico and Canada.

At MATAX, We Give Entrepreneurs Their Time Back ™ MATAX is a Xero-focused firm serving eCommerce, start-up and SMBs. Our expert team specializes in bookkeeping & accounting, cash-flow & scenario planning, cloud-technology integrations, and advisory services across a wide range of industries. We do the work so you can concentrate on your business. We work in partnership with business owners like you to build solutions that work seamlessly; saving time and cost while providing the info and insights needed to grow your business. MATAX is a Proud Two-time recipient of Xero Gold Partner of the Year. We are committed to delivering cost-effective solutions to our clients.

Launch Finance understands your needs at every stage of growth and development. We offer a broad range of experience and knowledge from working with top tier venture firms as well as successful startups. We add value inception to exit.

Kharis Consulting is a boutique fractional CFO practice for early-stage startups. Founded by Alex Kharis, a serial entrepreneur, YC alum, and former startup CFO with nearly 20 years of building and operating companies. This isn't accounting. And it's not an agency with junior staff on your account. Alex works directly with every client: strategic finance, financial infrastructure, forecasting, investor reporting, and fundraising readiness. The approach: hands-on, tailored, and AI-augmented. Alex combines deep operator experience with modern AI tools and automation to deliver the output of a full finance team, solo, at a fraction of the cost. When it's time to hire a full-time finance lead, everything is systematized, documented, and ready to hand off cleanly. Flat-fee pricing. No hourly billing. No cookie-cutter playbooks.

Withum is a forward-thinking, technology-driven advisory and accounting firm providing a comprehensive range of services, including audit and assurance, tax, advisory, technology, and risk advisory. Our services cater to businesses of various sizes, from small and mid-sized enterprises to large corporations across different industries such as technology, retail and manufacturing, life sciences, real estate, financial services, etc. Withum’s Technology and Emerging Growth Services Practice has a deep level of experience relating to all of the issues and opportunities that arise within the E-Commerce ecosystem. Our team of industry experts understands the challenges your company faces, from expansion and M&A opportunities to inventory management and sales tax complications, and can help you with your compliance, accounting and advisory needs while you build toward your goals and innovate for the future.

Pilot handles your startup’s finance, accounting, and tax prep needs, so you can focus on what matters most—building your business. When you work with Pilot, you have a team of US-based accounting experts and fractional CFOs ready to support you at every stage of your company. They're the largest startup accounting provider in the world, and work with 1000+ startups today from pre-seed to Series D.

Echo Park Consulting helps growing companies choose, implement, and run the right AI-native finance and operations stack - from the general ledger to inventory and billing - so your team spends less time on manual work and more time on the business. As a proud member of The Park Group, a collective of leading digital transformation firms, Echo Park delivers boutique-level precision backed by enterprise-grade expertise. We are the premium implementation partner of Rillet, the AI-native ERP as well as Maxio, the best-in-class AR Automation tool, and DOSS.com, the adaptive resource planning tool. Contact us to help you implement Rillet, Maxio, and/or DOSS in a fast, accurate, and fun way. We use the most state-of-the-art tools to help make our implementations just that: fast, accurate, and fun.

Leyton is a consulting firm that specializes in helping businesses identify and maximize tax incentives and credits, particularly in areas such as research and development (R&D) tax credits, cost segregation studies, Energy Efficiency (179D, 44L, ITC), Grants and State and Local Tax. They work with companies across all industries to optimize their tax positions and improve cash flow through these financial strategies.

We're a team of seasoned finance leaders who partner with early and growth-stage companies as their outsourced FP&A and corporate development teams. For FP&A, we assist startups in building operating models, budgets, long-range plans, scenarios, ad hoc models, forecasts, and reports. We collaborate closely with our clients' accounting teams to ensure smooth monthly book closures. In corporate development, we help clients prepare for capital raises and M&A activities by developing investor models, crafting investor presentations, and setting up data rooms. Throughout the fundraising or M&A process, we support founders in managing the process, evaluating term sheets, and modeling offer scenarios. Drawing from backgrounds in venture capital, private equity, and investment banking, we offer a nuanced perspective rooted in extensive industry experience.

I’m Steven Byler and I am a business builder. I specialize in working closely with entrepreneurs and CEOs to unlock the full potential of their growth story. At Open Road Advisory, I’m passionate about coaching and consulting with CEOs and business leaders, providing them with the tools, frameworks, and strategies to navigate dynamic moves in their growth stories. Prior to Open Road, I co-founded GrowthLab Financial Services, which grew from two founders to a leading cloud accounting firm with more than 45 amazing team members. Leveraging the experience growing my firm, I now focus that energy to assist other firm owners. I provide strategic growth consulting to accounting firms and their owners, focusing on managing acquisitions, tech transformations, and organizational change. (For any familiar with EOS, think of Open Road as fractional integrator services to accounting visionaries!) With over 15 years of experience building businesses, my expertise lies in empowering entrepreneurs and firm owners to achieve their growth targets. I am passionate about creating order out of chaos, fostering strategically-focused growth, and solving complex problems. As a life-long learner, I am always eager to engage with peers to share insights and collaborate. And I know the beauty of streamlined business operations. When I am not geeking out to startups or accounting firm growth stories, you can find me in Rhode Island exploring the outdoors with my amazing wife and our four kids. Let’s connect and explore how I can add value to your business journey.

At our firm, we offer a comprehensive range of services tailored specifically to the needs of venture capital firms. Our expertise encompasses a spectrum of back-office functions crucial to the success of these funds. From providing Venture Fund CFO services to conducting valuations for Venture Capital Funds, we ensure that our clients receive top-notch support in managing their financial operations. With our Venture Fund CFO services, we take charge of the financial strategy and management, including accounting, financial reporting, and investor relations, allowing fund managers to focus on their core investment activities. Additionally, our valuation services ensure that fund assets are accurately assessed, providing transparency and confidence to investors and stakeholders. With our dedicated team of professionals, we strive to deliver excellence in every aspect of venture capital fund management, empowering our clients to achieve their financial goals with confidence.

At Proven, we give growing businesses the leadership and infrastructure they need to scale—without the overhead. Our clients get expert CFO, COO, and CHRO services, plus full accounting, HR, and operational execution. We handle the back-office so you can focus on growth. Beyond day-to-day operations, we provide M&A advisory, capital sourcing, off-market deal flow, and Quality of Earnings services for companies preparing to raise capital or make acquisitions. World-class systems. Strategic leadership. On-demand access. Proven specializes in Construction & Trade companies —serving growth-stage companies from $10M to $80M in revenue.