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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.

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.

Olive Tree Growth Partners transforms disorganized, unreliable financials into clean, structured, and decision-ready systems that support real business growth. We work with service-based businesses that have outgrown basic bookkeeping and need more than reconciled accounts. They need accurate financials, strong systems, and clear visibility to operate with confidence. When books are behind, inconsistent, or creating risk, we step in to assess, correct, and rebuild the financial foundation. From there, we design and implement scalable systems that keep everything accurate, compliant, and aligned with how the business actually operates. With 23+ years of experience across accounting, tax, payroll, and financial advisory, we bring a depth of expertise, and the client relationship most firms don’t offer. As Advanced Certified QuickBooks ProAdvisors with a background in public accounting and compliance, we handle complex cleanups, system migrations, and ongoing financial management with precision. What sets us apart is our ability to go beyond bookkeeping. We integrate technology and AI to streamline workflows, improve reporting, and create more efficient financial operations so business owners can make faster, better decisions. Clients partner with us when: • Their books can’t be trusted • Financials don’t reflect reality • Compliance or deadlines are at risk • They need structure, clarity, and a long-term solution We don’t just maintain books. We build financial systems that work.

At Capture M, we are more than just a movement - we are a source of inspiration, empowerment, and information for individuals looking to embark on their entrepreneurial journey. Our mission is to ignite the spark of ambition and determination in our clients, providing them with the tools, resources, and support they need to bring their business ideas to life. We pride ourselves on putting plans into motion that not only inspire positive change but also foster outstanding compliance and evolution within the entrepreneurial landscape. Our tailored approach is designed to move individuals and businesses towards success, guiding them through the intricacies of starting and growing a business in a manner that is honest, meaningful, and impactful. Beyond business, we are moved to make a difference in the lives of those less fortunate, helping them migrate to a better lifestyle through our support and guidance. We strive to motivate and empower individuals from all walks of life, encouraging them to pursue success through ethical means, thereby creating a ripple effect of positivity and prosperity in their communities. Join us in this movement, as we work tirelessly to empower and uplift individuals, businesses, and communities, one venture at a time. Together, let's capture the essence of entrepreneurship and turn dreams into reality.

Our mission is to fulfill any talent need presented to us by the client at a lower cost than available alternatives and with more flexibility to fit the client’s needs via StrategyPlus, whether it is a consultant, fractional leader, board member, advisor, contract-to-hire, or a FTE role.

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.

(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.

Tax resolution and tax planning is our specialty

CFO Share is a boutique Fractional CFO agency specializing in engaging relationships with growing small businesses. Our clients understand that professional financial strategy is critical to success and expect a high-performing finance team to support their growth. Small businesses are often underserved by accountants who focus solely on closing the books, missing opportunities to provide valuable insights that can make a real difference. We're here to change that. At CFO Share, we believe that, while numbers are essential, the systems, relationships, and strategies behind them matter even more. By combining financial expertise with a consultative approach, we strive to build meaningful, productive partnerships that drive meaningful business growth.

We specialize in providing one-stop tailored outsourced accounting and finance solutions to address client’s unique goals, needs and challenges. As a technology first company, we streamline financial processes to optimize performance, allowing our clients to focus on growing their business. Our services include: Tactical – Bookkeeping, Procure-to-Pay, Order-to-Cash, Financial Reporting and Payroll Processing Strategic – Budgeting/Forecasting, Board and Investor Reporting, External Audit Readiness and Oversight, Fractional and Interim CFO and Controller Services Transformative – Financial Strategy Development, Post-merger Integration, Streamlining Financial Close and ERP and Financial Technology Implementation and Support Our team of CPAs, CAs, CS, MBAs and seasoned professionals brings decades of cross-industry expertise to drive client’s financial success. With offices in New York, San Francisco and Bangalore and a global partner network, we serve clients across various regions, providing seamless support and a single point of accountability.

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.

POWER CFO provides fractional CFO and strategic finance support to owner‑operated manufacturing and construction businesses navigating growth, complexity, and transition. We work closely with founders, controllers, and operational leaders to turn financial data into decision‑ready insight and disciplined execution. Our engagements focus on margin improvement, labor and overhead visibility, cash flow management, and exit‑readiness—connecting day‑to‑day operations to the financial drivers that matter most to long‑term enterprise value. POWER CFO acts as a true partner to leadership teams, helping businesses scale profitably, reduce risk, and prepare confidently for future ownership, equity, or succession events.

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.

Fractional Tax is a leading tax and accounting firm. We offer tax and accounting service solutions to a wide-variety of clients. Our growing team allows us to give a hands on approach to each client while focusing on ways we can leverage their situation. Big firm capabilities, small firm feel. We offer individual services or service packages: • Personal and business returns • Entity formation and dissolution • Foreign-owned businesses filings • Full service accounting and bookkeeping • BOI reports • ITIN • and more! We offer free consultation meetings to talk through your situation and see what's right for you! We specialize in empowering non-US businesses, innovative startups, and creative entrepreneurs to establish and thrive in the US market. We create tailor-made solutions for unique business challenges in the US market. With personalized access to our CPA’s and tax professionals, mentorship, and affordable bookkeeping, we want to help you thrive. Please visit our website for testimonials and updates!

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 remote CPA firm, based in South Carolina, serving nonprofits across the country to help them thrive!

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.

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!

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.