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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.

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.

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.

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.

Sesh is a CFO-led back office for Seed stage startups focused on giving founders their time back. Our clients get high quality bookkeeping, unlimited Slack access to a CFO, and a full suite of on-demand Finance, People, and Compliance services.

Unlocking Success, One Ledger at a Time: Where Accounting is Crafted with Precision and Excellence.

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.

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!

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

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

MontPac is an outsourced accounting and financial management firm with personnel in the US, UK, and the Philippines, a home to highly qualified and skilled accountants. MontPac’s 300+ employees serve clients in the US, Canada, the UK, Hong Kong, & Singapore. Our clients work in a diverse range of industries, and we specialize in startup, SaaS, and property management accounting. We provide high quality, cost effective, and scalable accounting with an emphasis on exceptional client service. We take care of your back office so you can focus on product development and customer acquisition. You become diligent ready as we provide timely and accurate financials and board reporting. "Monty and his team has worked with me for more years, and across more startups, than I care to admit. I consider him my secret weapon in finance." --Jason Lemkin, CEO @ SaaStr

(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.

Till is a fractional CFO offering that empowers your company with C-suite proficiency without the C-suite expense. Your company’s financial health is championed by a top-tier CFO and supported by a team of specialists, including a Senior Financial Analyst, Controller, and Treasurer. Our services are fully customized to your needs, and are designed to deliver sophisticated financial stewardship to CEOs, Founders, and Operators of growing companies. We specialize in FinTech, Financial Services, Professional Services, SaaS, and BioTech companies. However, we do support a handful of clients outside of these industries. If you are a CEO/Founder/Operator with a vision for growth for your business and a desire to develop a deep partnership with our team of experts, we want to hear from you!

The Bottom-Line Bookkeeping LLC is owned by twin sisters with over 25 years of experience in Accounting and Management. We serve medium-sized clients across the nation, offering comprehensive outsourced bookkeeping, accounting, and financial services. Our mission is to support our client's success by handling essential bookkeeping tasks that ensure financial stability. Maintaining accurate and up-to-date bookkeeping and accounting records is vital for every business. Regularly updated financial data empowers companies to make informed decisions. Through our CFO services and a custom interactive dashboard, we help clients optimize their savings and gain valuable financial insights. Call us today at 786-853-3434 or email us at Carolina@thebottom-line.com

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.

Island Waters Accounting is an AI-first fractional CFO and Client Advisory Services firm based in Peoria, Arizona, serving growth-stage founders on monthly retainers. We turn financial complexity into clear, survivable decisions for the founders who need it most. We specialize in four industries: Healthcare and Biotech, Pharma, Pharmacy, and Technology (AI). These are capital-intensive, regulated, milestone- and runway-driven businesses led by brilliant technical founders who are often financially unsophisticated and understandably anxious about what the numbers reveal. We are equally happy to serve a strong-fit client in any industry where we can deliver real value. Founder and CEO Shawn Elliott brings 23-plus years of senior finance experience, including two private equity exits: scaling The Apothecary Shops and Avella Specialty Pharmacy from roughly $50M to $500M in about five years, and building Integrity Rx from $0 to roughly $50M in about 4.5 years. He also supported a pharmaceutical client's monthly close and accrual accounting as that company scaled toward a public offering. Our service tiers span the full company lifecycle: • Discover and Embark: squeaky-clean books, bank reconciliation, accrual accounting, and clear monthly reporting. • Launch, Scale, and Exit: CFO-level partnership including forecasting, 13-week cash flow, KPI dashboards, board- and investor-ready reporting, and transaction support through a raise, a lender relationship, or a sale. Clients graduate up as they grow, so the relationship deepens rather than resets. What sets us apart: AI-amplified senior judgment at a fraction of the cost of a full-time CFO or VP of Finance (commonly $250K to $450K or more all-in), genuine depth in regulated verticals, and full lifecycle coverage including the exit phase most firms under-serve. The machine drafts, the Principal signs, and nothing reaches a client without human review. We work in Brex, QuickBooks Online, Maxio, Tabs, and Xero, and connect natively to client systems. Our values are simple: calm in the storm, character when no one's watching, and we advise, you decide. It is your business and your call. We are here to help you do what you do best, which is grow your business. Learn more at islandwaters.ai.

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.

House of Bookkeepers is a trusted global business service provider specializing in bookkeeping, ITIN processing, LLC formation, and fintech account setup for international entrepreneurs. We help non-US residents start, manage, and grow their U.S. businesses with complete financial and compliance support. With experience serving 2,500+ clients worldwide, our team delivers reliable, accurate, and fast solutions tailored to startups, freelancers, eCommerce sellers, agencies, and digital businesses. From company formation to tax-ready bookkeeping, we handle everything under one roof. Our services include QuickBooks bookkeeping, ITIN application assistance, U.S. LLC formation, EIN support, and fintech account setup. We simplify complex processes and ensure smooth business operations for our clients.