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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.

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.

Using an innovative, balanced approach to taxes we help our clients look outside the box and plan where they want to go while we assist in finding ways to make it happen.

Browne Consulting is a specialized provider of Operational Accounting, Finance and tactical HR support to early‐stage life science companies. Our team of seasoned professionals bring a wealth of experience to advise and support companies at every stage, from pre‐seed to Series A and beyond. We work primarily with companies incubated and funded by premier life science venture capital firms. As a result, we have a deep understanding of the needs of sophisticated investors and, more importantly, how to partner with our clients to help them execute on those needs. With Browne Consulting, you can count on expert guidance and support as you navigate the complex financial and HR challenges that come with scaling a life science company.

From managing day-to-day accounting to securing financing for growth, Chelsea Capital offers comprehensive financial services that simplify your workload and maximize your results. • Accounting: Stay on top of your books with precise and reliable accounting solutions. • Tax Services: Keep more of what you make, and eliminate tax stress, so you can focus on building your business. • CFO Services: Strategic financial support to drive your business growth. • Financing: Secure the funding you need with confidence and ease. • IRS Notices: Quick resolutions to protect your finances and your peace of mind.

Tax resolution and tax planning is our specialty

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.

Murdock Martell, Inc. is a leading consulting and recruiting firm that provides Finance, Accounting and HR solutions to established and emerging growth companies. We represent some of the strongest companies in the Bay Area with an emphasis in technology and life sciences start-ups.

MCA Inc. is a full service accounting and tax firm located in Philadelphia, PA. Our mission is to make accounting easy through the implementation of accounting tools and technology.

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.

At Alta Advisors, we deliver expert Fractional CFO, strategic finance, accounting, and capital raising services to high growth venture-backed startups in deeptech, hardtech and applied AI across a variety of industry verticals. Our commitment to excellence is characterized by our rigorous approach to all things financial, ensuring our clients receive the highest level of support and guidance as they navigate the complexities of scaling their ventures.

Burkland is a full-service fractional CFO, Accountancy, Tax, and HR provider, serving more than 800 venture-backed startups across the United States. SaaS, Healthcare, Fintech, and Consumer startups rely on Burkland for smarter finance, accounting, People Operations, and tax guidance to grow with confidence, so they can focus on developing the product they’ve always dreamed of bringing to life. We pride ourselves on giving startups expertise that makes economic sense for all growth stages, ranging from Pre-Seed to Series C. Learn more at https://burklandassociates.com/contact.

At XBS Express Business Solutions (XBS Atlanta), we help SMEs (small-medium sized entities) navigate SBA loans, federal grants, and private equity investments to obtain more working capital and revenue-generating assets to scale right now!

CFO Advisors is a leading Fractional CFO provider, specializing in partnering with Artificial Intelligence startups. Our founder-first philosophy and ownership mindset are central to our approach, from reading hundred-page whitepapers on our client’s industries to attending technical AI conferences, we are relentlessly focused on staying at the forefront of industry and “earning the right” to advise our clients.

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.

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.

Neubase provides US incorporation services to non-US residents, bookkeeping, and ongoing compliance support.

Expanding abroad involves complexity and risk. To make it easy to operate internationally and keep you ahead of international compliance, Bree has partnered with Vistra International to offer 30% off their services. With over 30+ years of experience supporting expanding start-ups and scale-ups, Vistra understands the complexities of hiring and operating abroad. Their services include: • EOR & Entity Formation Services • HR, Payroll & Payment Services • Finance & Accounting Services • Global Compliance Services • Global Advisory services Tax, HR and Legal Check out their one pager attached and to take advantage of the 30% discount please reach out to Matthew.Wright@vistra.com or go to www.vistra.com/corporate/portfolio-companies