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Diamond
Countsy

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.
Diamond
Kruze Consulting

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.
Platinum
airCFO

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

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
CFO Advisors

CFO Advisors

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.
Gold
Honestly Bookkeeping

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
Officengine, Inc.

Officengine, Inc.

Gold
The Ecommerce Accountants

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
Rillet

Rillet

Rillet is an atuomation-first accounting ERP for SaaS, usage and subscription businesses. It is catered to mid-sized companies with sophisticated use cases and in-house finance teams. It has revenue recognition module, invoicing capability and SaaS metrics reporting module built right in. It helps businesses of all sizes (from recently incorporated to later-stage) to automate your bookkeeping and reporting. Journal entries are automated and every number is drillable to the source via native integrations with expense management platforms like Brex and others, payroll systems, CRM platforms and forecasting tools. Rillet was founded by Nicolas Kopp and Stelios Modes, one ex-CEO of N26 US and an influential voice in the fintech ecosystem, one engineer with 15+ years of experience at Shazam and other high growth startups. Rillet is backed by First Round Capital, Susa (Chad Byers), Scott Belsky and Kevin Hartz. Rillet is building the next generation of accounting platform with better AI functionalities and without the restrictions of legacy technology.
Gold
Withum

Withum

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.
Gold
Pilot

Pilot

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.
Gold
Shay CPA P.C.

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
Abilene

Abilene

A trusted full-service financial partner and advisor that helps nonprofit and Social Impact Organizations achieve their goals. Since its inception, Abilene has always been a virtual, fully tech-forward firm – where innovation is the foundation for everything we do. From financial dashboards to cloud-based systems for budgeting, planning and strategy, Abilene uses the most cutting-edge tools that enhance our workflows. This allows us to focus on more meaningful work, and build stronger partnerships with our clients. Abilene is the trusted advisor and full-service financial partner whose deep industry knowledge and personal approach provides the highest level of service. From accounting, CFO services, and more, we’re with you every step of the way. Our mission is to help clients grow, build their capacities, and achieve their goals. Success is our main focus and getting there as a team is our top priority.
Gold
StrategyPlus.io

StrategyPlus.io

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.
Gold
Neubase

Neubase

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

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
Furey

Furey

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.
Gold
Formation Financial

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
MyStartUpCFO

MyStartUpCFO

At myStartUpCFO, we specialize in working with young companies (0-50 employees, $0-$10M revenue). We offer a full-stack CFO office to startups on a fully flexible basis -- from day to day bookkeeping based on US GAAP / accrual based accounting to help with financings, Board / investor management, budgeting and planning, compliance, taxation, etc. We go beyond the bean counting. We help our clients set up a seamless back-end system, fine-tune the revenue model, and help identify what indicators to track and help CEO's focus on the numbers that matter -- CAC, LTV, conversion rate, cash burn, spending pattern, etc. We have helped our clients raise ~$6.6B in equity and debt financings.
Gold
AKcounting LLC

AKcounting LLC

AKcounting is a bookkeeping firm that can scale its services to meet your needs, from day-to-day operations to fractional controller support. With a mission to simplify finances and empower clients to make informed decisions, AKcounting offers a comprehensive suite of services, including bookkeeping, payroll, AP/AR management, financial reporting, budgeting and forecasting, and cash flow management. By emphasizing transparency, accuracy, and proactive financial strategies, we help clients achieve both clarity and growth. Our team is committed to staying current with industry regulations, ensuring compliance, and delivering valuable insights that support each client’s unique financial goals.
Gold
Vistra

Vistra

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
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