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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.

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.

From the early days of your entrepreneurial journey, Crunchfirm is your startup CFO with an on-demand team on hand. Rather than bringing on a single full-time CFO, leverage our full-stack brain trust, exclusively serving US based, VC-backed startups. Our collective brain trust makes up the full-stack Crunchfirm Experience and is deeply experienced in multiple verticals, including SaaS, eCommerce, Platforms, Hardware, Software, and FinTech.

The Ledger Labs is a top-tier firm specializing in accounting, bookkeeping, tax planning, controller and CFO advisory services. Established in the year 2014, we are dedicated to delivering practical, sophisticated, and well-structured accounting requirements to small and mid-sized businesses. From a modest start of balancing books in a one room apartment to building a tailored and reliable accounting services model, our journey has had its fair share of ups and downs. Our team that started with just 1 employee in 2014, has expanded to 70+ professionals, each with their own unique skill sets. We provide accounting services to some of the famous businesses and professionals in retail, manufacturing, IT-SaaS and other industries. Our clients swear by our dedication and exceptional services. This is evident through our numerous testimonials and words of praise that we are grateful for. We remain deeply committed to building long-term relationships based on trust, reliability, and exceptional quality of service. Quality is the buzzword at Ledger Labs and we believe in delivering the best value to our clients. With our foolproof processes and workflows you can say goodbye forever to errors in your books. Further, our team always stays updated with the latest industry trends and best practices to ensure that we leave no stone unturned in giving you exactly what you need. Our CEO & Founder, Gary is always in touch with our clients from onboarding to delivery making sure that everything goes smoothly. Contact us today to schedule a consultation and discover how we can help take your business to new heights. Let us handle your financial needs, so you can focus on what you do best - running and growing your business.

Cleer Tax is a U.S. tax compliance and bookkeeping firm built specifically for international founders and foreign-owned businesses expanding into the United States. Unlike traditional accounting firms, cross-border U.S. tax compliance isn't just one of our services. It's our specialty. We help founders navigate complex requirements including Forms 5472, 5471, 1120, and 1120-F, as well as foreign-owned U.S. entities, multi-entity structures, and ongoing compliance as their businesses grow. Beyond tax, we provide founder-friendly bookkeeping and accounting services through QuickBooks Online and Xero, giving clients clean financials, reliable reporting, and a trusted advisor year-round, not just at tax time. We primarily work with startups, SaaS companies, e-commerce businesses, agencies, and other globally minded companies. If you're a non-U.S. founder or you advise one, we understand the unique challenges of building a U.S. business and help simplify the compliance that comes with it.

FinAcce is a full-service professional consulting firm specializing in finance and accounting for SMBs and startups in the tech and Web3/crypto space, offering comprehensive services at a fraction of the cost. Our expertise includes bookkeeping, accounting, tax planning, financial reporting, fractional CFO services, international company incorporation support, ERP system implementation, and technology consulting to optimize operations. Our team is all about unlocking founders' time so they can focus on building their vision, while we handle their financial and operational needs through innovative technology and strategic partnerships.

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!

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.

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.

Finance, Bookkeeping and Taxation services for new age businesses. We support

Welcome to Fortress Accounting! We are a team of experienced financial professionals who specialize in providing accounting and finance services specifically tailored for startups. Our range of services includes CFO/controller services, bookkeeping/accounting, and Tax. We understand the unique financial challenges that startups face, particularly those in the series seed to series C stages, and we have extensive expertise in industries such as SAAS, Web3, FinTech and Healthcare. Trust us to help you achieve your financial goals and propel your startup to new heights. Let's work together to accelerate your startup's success!

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.

NEXA Finance – AI-Driven Financial Solutions for Startups At NEXA Finance, we redefine how startups manage their finances. Our AI-powered platform and expert team help founders navigate bookkeeping, tax compliance, financial planning, and fundraising preparation with precision and speed. 🚀 Why choose NEXA? ✔ Investor-Ready Financials – We ensure your startup’s numbers are always VC-ready. ✔ Fractional CFO & Tax Experts – On-demand expertise tailored to your growth. ✔ AI-Powered Insights – Smart dashboards, forecasting, and financial intelligence. ✔ Soft-Landing in the U.S. – Structuring, compliance, and legal setup for international founders. Join hundreds of startups leveraging NEXA to scale smarter, faster, and with confidence.

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.

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.

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.

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)

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