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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.

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.

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.

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.

Digits is accounting, reimagined. Picture clean books, powerful insights, and intuitive reports all delivered right as the month ends (not 2-3 weeks late!) at half the cost of any traditional firm. Digits has built the first modern accounting platform in 20+ years, designed from the ground up to automate bookkeeping and accounting for tech-forward businesses. Pairing cutting-edge AI with expert US-based CPAs, we provide full-service accounting to Pre-Seed to Series B companies. Digits was founded in 2018 and is backed by $100M in funding from Benchmark, GV, Softbank, and 70+ angels.

Proven is a modern consulting firm that blends financial expertise, operational strategy, M&A advisory, and cutting-edge technology to help small and mid-sized businesses scale efficiently. Our team of CFOs, COOs, CMOs, accountants, and consultants leverages AI, automation, and data-driven insights to deliver smarter, faster, and more strategic financial and operational solutions. With deep expertise in finance, mergers & acquisitions, accounting, tax, HR, and marketing, we act as an extension of your leadership team, providing the clarity, control, and confidence needed to make data-backed decisions that drive growth.

Furey is the accounting, finance, and payroll partner for venture-backed startups. We build solutions that combine the best guidance and the smartest technology to help companies make informed decisions and move forward confidently. Our clients—high-growth companies across industries—have raised nearly $2 billion in funding to date. Furey is entirely founder-owned and proud to employ a multidisciplinary team across across accounting, engineering, and creative fields. We share a passion for building client relationships that drive impact through efficient, complete, and scalable processes.

Ravix Group is a leading provider of outsourced finance, HR, and advisory services built for high-growth companies. Since 2000, we’ve helped hundreds of venture-backed startups, nonprofits, and public companies scale with confidence. Our team is made up of former operators, CFOs, controllers, and HR pros who get what it means to move fast—and stay smart. Whether you need day-to-day support or expert guidance during critical transitions, we’re here to keep your business running smoothly. Our Services: • Operational Accounting – Bookkeeping, AR/AP, and monthly close • FP&A – Forecasting, budgeting, and fractional CFO support • Technical Accounting – Audit prep, SEC reporting, and technical memos • HR Consulting – Onboarding, handbooks, audits, RIFs, and more • Payroll Management – Setup, operations, and compliance audits • Advisory Services – Liquidations, wind-downs, turnarounds, and escrow management We partner with companies at every stage—from pre-seed to IPO—and across industries, including SaaS, fintech, healthtech, consumer, and beyond. Let’s build something great together.

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.

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.

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.

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.

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.

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

Truewind: AI-Powered Bookkeeping and Accounting Services for Startups and Small Businesses Truewind combines AI and expert CPA support to simplify bookkeeping and accounting for startups and small businesses. We offer high-quality services at an affordable price. Our unique approach guarantees meticulous financial management, allowing you to concentrate on growth. With Truewind, you have a dependable partner dedicated to your financial well-being and success.

Fractional CFO services for Sports & Fitness startups

Arman Zand has more than 26 years of experience in technology and venture finance. He is a Venture Partner at Tribe Capital where he helps early stage portfolio companies with all facets of finance. He was most recently CFO at Zeni.ai, a Series B AI finance and accounting startup. Prior to Zeni.ai, Arman was CFO at Prodigy which was acquired by UPST in 2021. Arman is an angel investor and advisor to banks, venture capital firms, and their portfolio companies. Arman started his career at Silicon Valley Bank in the US, India, U.K, the Middle East, and Asia, helping expand the bank globally over a 15 year year span. Arman speaks conversational Mandarin Chinese, Spanish, and Persian. He is a part-time professional faculty member at the Haas School of Business, UC Berkeley, his alma mater.

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.

We provide simple, subscription based accounting services to small and medium sized businesses.

Point Monarch delivers strategic B2B Payment Consulting and Custom Solutions designed to streamline your financial operations, enhance agility in a dynamic market, and harness cutting-edge technologies. We empower businesses to operate smarter, adapt faster, and confidently lead in the evolving payments landscape.

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.