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Diamond
Kruze Consulting
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.
Diamond
Countsy
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.
Platinum
airCFO
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.
Platinum
Lazo
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.
Gold
RoseRyan
RoseRyan is an award-winning Silicon Valley-based Finance and Accounting consulting firm, providing tailored on demand expertise to clients of all sizes—from startups to Fortune 500 companies—across all industries, to accelerate growth and minimize executional risk.
Gold
Countabl
Countabl is a tech-enabled service that creates the experience of a full financial team for the cost of a part-time employee. Our virtual workforce of bookkeepers, accountants, and financial analysts integrate remotely with startups, small businesses, and non-profits to build and maintain strong financial management practices from day one - through growth and scale. We founded Countabl after working in public accounting service lines like forensics, transaction advisory, and consulting where all of our clients had messy books and struggled to afford our steep hourly fees. These were people who were pouring their lives into a venture and had no idea what their effort was worth. With today's technology, we are compelled to change that. The future is Countabl.
Gold
Trinity 718
(Website is currently under development. Please learn about Trinity through its founder's LinkedIn profile, Sam Paik: https://www.linkedin.com/in/sampaikcpaandcgma-trinity718/) Trinity 718 is a strategic finance and operations advisory firm serving founder-led businesses in fitness, health & wellness, franchise systems, and consumer brands.
Gold
Shay CPA P.C.
At Shay CPA, we're all about helping Founders of Tech and Tech-enabled companies navigate the complexities of tax compliance and accounting. We focus on supporting tech entrepreneurs with our personalized service and expertise, giving them the knowledge to understand their finances and make savvy decisions.
Gold
Honestly Bookkeeping
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.
Gold
KongBasileConsulting
Managing the finances of a startup can be daunting, but your business can thrive with the right financial consulting firm. At KongBasileConsulting, we specialize in working with startups and small businesses, providing expert advice and comprehensive services to help you achieve your financial goals. Our comprehensive services include, but are not limited to: * Financial statement analysis to understand your financial performance * Budgeting and forecasting to plan for the future * Financial modeling to make informed decisions We're more than just a consulting firm - our team is composed of industry experts who have extensive experience working with startups and small businesses and understand the specific industry you operate in. Our proven track record of success and qualified team members holding relevant certifications and designations ensure that you receive expert advice. Don't let financial management stress you out. Contact us today at KongBasileConsulting and let us help you achieve your financial goals and set your business up for success!
Gold
Inkle
Inkle is a SOC-2 compliant accounting and tax automation platform designed for startups, offering software and services to automate federal and state filings, bookkeeping, and more. These services are on-demand, highly scalable, affordable, and delivered via chat by US-licensed professionals. Brex customers will receive up to $1,000 in discounts and can now redeem Brex Reward Points for Inkle’s services.
Gold
Donnelly-Boland & Associates
Donnelly-Boland and Associates is a woman-owned CPA and management consulting firm that has supported startups, small businesses, nonprofits, and individuals for over 30 years. With over 100 employees, we have a depth of resources to provide a wide range of services. We are professional yet flexible, and have a commitment to consistent improvement for ourselves as well as our clients. Whether you're running a cutting-edge tech company, a coffee shop, or even a large non-profit, know that we have been there and we can help!
Gold
Franco Blueprint, Inc.
Franco Blueprint, Inc. is a strategic accounting, back-office, and fractional CFO advisory firm helping founders, creatives, cultural entrepreneurs, and growth-stage businesses build strong financial foundations. We translate vision into financial architecture. Through our proprietary Blueprint4Success™ framework, we design clear, scalable accounting systems that give founders real visibility into where their business stands today — and where it's headed next. Our services include: * Fractional CFO advisory and strategic financial leadership * Accounting system setup, bookkeeping oversight, and monthly reporting * Cash flow modeling, forecasting, and capital allocation strategy * Payroll administration and multi-state compliance (ADP partner) * Corporate compliance, sales tax, and regulatory frameworks * Multi-state and international structuring (US, Dominican Republic, Puerto Rico) * Investor and lender readiness preparation We work especially well with founders who are scaling, raising capital, navigating cross-border operations, or ready to move from financial confusion to clarity. With 25+ years of corporate finance and compliance experience, we bring the rigor of a seasoned CFO and the cultural fluency to truly understand the businesses we serve. Partner. Plan. Grow.
Gold
The Ecommerce Accountants
The Ecommerce Accountants - Name says it all.... Our firm provides Accounting, Income Tax Compliance, Tax Planning, Sales Tax and CFO services for ecommerce sellers. Apply for a FREE consultation today!
Gold
WilkinGuttenplan
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.
Gold
Alpha Omega Accounting LLC
Tax resolution and tax planning is our specialty
Gold
Bookkeeper360
Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our US-based accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.
Gold
Lisan Finance Inc
Lisan Finance provides global CFO services (accounting, HR, taxes, etc) for Tech companies. We bring over 25 years of experience in the Tech industry, helping our clients grow from the first rounds of fundraising, to exit or M&A transactions. We help foreign entrepreneurs setting up and running their operations in the US. We manage many US subsidiaries with a very dedicated team located in Paris, New York and San Francisco, We also support the international expansion of our clients in others countries (such as Canada, UK, EU, Australia, etc)
Gold
Formation Financial
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.
Gold
Finanshels.com
Finanshels.com automates accounting & tax operations, provides access to skilled finance professionals, and offers real-time financial health insights to 20 Million + MENA SMBs struggling with tedious accounting tasks, lack of automation, and lack of access to skilled finance professionals.
Gold
Profitjets
Profitjets is a technology-driven accounting and bookkeeping firm dedicated to empowering small and mid-sized businesses across the United States. By leveraging advanced financial tools and a team of seasoned professionals, Profitjets delivers tailored financial solutions that promote growth, compliance, and operational efficiency. Our Core Services Are: * Bookkeeping and Accounting Services: * Taxation Services * Virtual CFO Services * Bookkeeping for CPA's Why Partner with Profitjets? * Tailored Financial Solutions: Customized services to meet unique business needs. * Transparent Pricing: Flexible plan pricing customized to your requirements * Data Security: Commitment to confidentiality with zero data breaches reported. * Client Satisfaction: High client retention and satisfaction rates. * Experienced Team: A dedicated team of finance experts supporting your business growth
Gold
Open Road Advisory
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.
Gold
Chad Shultz, CPA, PA
We provide simple, subscription based accounting services to small and medium sized businesses.
Gold
Tranquility Consulting
A CPA firm based out of Bangalore, India. Team of CPAs, EAs who handle multi entity company financials, compliances for startups. Working with hundreds of startups across various stages
Gold
Arman Zand CFO
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.
Gold
Fuelfinance
Fuelfinance is a financial planning and analysis solution combining technology and a CFO service to help founders grow their businesses. Spend only 1 hour per week monitoring your KPIs on a dashboard. And a dedicated CFO will help you to make all the decisions. What is Fuelfinance? * Financial planning, modeling and reporting. Fuel automates all data collection and provides best practice reports and dashboards for your specific financial challenges and business model. * All-in-one-dashboard. Fully customizable and tailored for you. We use best practices based on our experience with 100+ startups and recommend which KPIs you should focus on. * Dedicated fractional CFO. Our ACCA and CPA-qualified financial experts from firms like PwC, Deloitte, Cisco, etc. will analyze your reports and KPIs and create custom financial forecasts. Plus, you'll have weekly calls and continuous support through the Slack channel.
Gold
Northhall
ACCOUNTING We manage the accounting function end-to-end, from daily bookkeeping to expedited month-end closes, overseen by CPAs with extensive CPG experience. FINANCE Forecasts, budgets, cash flow planning, and other financial planning tasks fall under our purview. Clients rely on us as their trusted finance partner, advising on capital raises, negotiations, and other key business decisions. INVESTMENT BANKING For larger brands seeking capital raise support, our outcome-focused approach, paired with deep industry relationships and experience, enables us to maximize value for our clients.
Gold
Finsuite Consulting Group Inc.
Finsuite provides tailored financial solutions and strategic guidance to help startups scale with clarity, precision, and confidence. Our goal is to support early growth start-ups who need support but have limited budgets, ensuring a solid start at a price you can afford. Our team provides ongoing bookkeeping and financial management to keep your finances in perfect order.Our team provides ongoing oversight and financial understanding to keep your finances in perfect order without high cost. Benefit from 20+ years of experience guiding startups through complex financial landscapes with precision and expertise. Tailored your unique needs as a start-up and accelerate your growth potential. Maintain strong financial health with ongoing, proactive management and reporting. The turn-key option for early growth projects. Curated for founders who'd rather not wing it. From financial model templates to legal, compliance, marketing and more. The REEF is packed with downloadable digital resources to help you build smarter, faster, and with fewer "oops" moments. We also have a brutally honest newsletter for founders who can take a joke (and a lesson). Startup horror stories, financial fails, and advice you didn’t ask for—but definitely need. Subscribe and save your startup’s dignity. We know some people like to learn the hard way, so we curate hilarious content with lesson's built in!
Gold
MATAX
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.
Gold
EisnerAmper, LLP
Large enterprises, privately owned companies, governmental entities, and high-net-worth individuals face near- and far-term operational issues. They turn to EisnerAmper for comprehensive audit, accounting and tax, advisory, and outsourcing services. Most EisnerAmper clients are based in the United States or include domestic business interests of foreign entities. To serve U.S.-based clients with interests in financial services opportunities overseas, we offer the resources of offices in the UK, Israel, India and EisnerAmper Global, with offices in the Cayman Islands, Singapore, and Ireland; as well as the services of Allinial Global.