Sort byTier
Diamond
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.
Diamond
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.
Platinum
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 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
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
Gold
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
Zeroed-In Consulting
Zeroed-In Consulting is a California-based, full-service accounting firm that specializes in technical and outsourced accounting solutions. The company is dedicated to helping businesses navigate the rapidly evolving financial landscape by offering a suite of services that includes: * Technical Accounting: Helping clients manage the complexities of US GAAP reporting so they can avoid the pitfalls of traditional, error-prone financial processes. * Audit and Transaction Readiness: Preparing companies for rigorous audits, reviews, and due diligence processes, ensuring compliance and financial integrity. * Outsourced Accounting: Providing scalable support to supplement or entirely manage a company’s accounting function, allowing leaders to focus on core business activities. * Transformation Services: Driving efficiency and innovation through automation, business intelligence, and process optimization, enabling organizations to do more with less. At its core, Zeroed-In Consulting is built on a collaborative approach. The firm works closely with each client to assess current accounting systems, identify areas for improvement, and develop customized action plans—all delivered with a focus on efficiency, transparency, and innovation. By blending deep accounting expertise with modern technological solutions, Zeroed-In Consulting empowers businesses to not only keep pace with regulatory changes and technological advancements but also to position themselves for long-term success.
Gold
Alta Advisors
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.
Gold
MontPac
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
Gold
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
Graphite
Born out of a VC fund in NYC, Graphite is a finance department-as-a-service for growing SaaS, HealthTech, CPG/E-Commerce, Services & Web3 startups as well as owner-operated SMBs. We operate just like an in-house accounting & finance team, but for a fraction of the cost of hiring full-time, as we offer a fractional model. Since 2016, we’ve provided hundreds of growing companies a dedicated team of experienced startup accountants and CFOs who serve as their complete or supporting in-house accounting & finance department. From bookkeeping to revenue recognition to month-end close to inventory management to sales tax, financial modeling, board reporting, strategic support and more, we've helped many clients scale from Seed all the way through their successful exits. We are your one-stop-shop for all things outsourced accounting, finance & tax. Brex users get 25% off Graphite services.
Gold
FinStackk
We provide tech enabled book keeping, tax and compliance services.
Gold
Crunchfirm
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.
Gold
TaxTaker
Over 80% of startups are missing out on billions of dollars in government sponsored programs. Don't be like that. Thanks to the R&D tax credit and Employee Retention Credit programs, startups are getting back tens of thousands of dollars in free money. The preferred partner for leading VC's like The Fund, Capital Factory, and Golden Section Capital, TaxTaker simplifies the process of securing these tax credits and saves startups an average of $55,000 per year. They allow users to quickly get their money so they can focus on what they do best, building awesome companies and changing the world.
Gold
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
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
Sesh
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.
Gold
Decimal
Decimal is Financial Operations for small businesses: bookkeeping, technology setup/support, bill pay, payroll, and more.
Gold
Donnelly-Boland & Associates
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!
Gold
Arightco, Inc.
Arightco, Inc handles accounting, payroll, HR, finance, and office administration for small to large size businesses. We have a great team of people to handle all aspects of your business
Gold
Proven
At Proven, we give growing businesses the leadership and infrastructure they need to scale—without the overhead. Our clients get expert CFO, COO, and CHRO services, plus full accounting, HR, and operational execution. We handle the back-office so you can focus on growth. Beyond day-to-day operations, we provide M&A advisory, capital sourcing, off-market deal flow, and Quality of Earnings services for companies preparing to raise capital or make acquisitions. World-class systems. Strategic leadership. On-demand access. Proven specializes in Construction & Trade companies —serving growth-stage companies from $10M to $80M in revenue.
Gold
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
Median
Median (MedianFi.com) is the finance team for owner-led businesses and US startups. Most owners get their books back weeks after the month they describe, once the decisions have already been made. Median works the other way around. Your bank, card, payroll and billing feeds map into a general ledger, AI categorizes and posts transactions every business day, and an accountant who knows your business reviews the exceptions. Your books stay current, so when you need a number you get it the same day you ask. Clean books are the foundation of the work, not the finished product. The questions owners actually ask are which clients, products and people are profitable against what they cost, how much more can go out this month before margin drops below target, where the money went and what changed, and how much runway is really left. We build the reporting and analysis that answer those questions on top of your live numbers, and keep them in front of you every month, so nobody is rebuilding a model in a spreadsheet the night before a board meeting or a bank call. We hire accountants and we build our own software. The software carries the volume that used to be a full week of somebody's data entry, and the accountant on your account carries the judgment, catches what the automation gets wrong, and is one message away in Slack, email or text. You always know the name of the person doing your books. We work in QuickBooks Online or Xero, or we can move you onto the platform we built, which runs the ledger and gives you a dashboard of the metrics and reports we build for your business. Migration is free and the price is the same either way. Pricing is metered on your actual financial accounts and transaction volume, so the bill tracks the work your books take rather than a headcount or a tier you have outgrown. Engagements are month to month with no term commitment. Our clients are startups and owner-led businesses: SaaS and AI companies, agencies, consultancies and studios, e-commerce, and professional services firms, including US entities whose founders live outside the country. We keep the books and coordinate the return with the preparer who signs it, so the filing is built from books that are already current rather than reconstructed at year end. By Median Labs Inc.
Gold
Fullridge Advisors
Welcome to Fullridge Advisors, where financial brilliance seamlessly integrates with strategic insight to propel your business towards unparalleled success. In a dynamic business landscape, our commitment is to be the catalyst for your financial growth. Our meticulously crafted services go beyond the conventional, aiming to not only elevate but revolutionize your financial operations. With a keen focus on ensuring compliance, we provide a solid foundation that withstands regulatory scrutiny and aligns with the highest industry standards. We don't just offer services; we forge a partnership dedicated to navigating the complexities of finance and strategy, ensuring your journey to success is guided by expertise, innovation, and unwavering commitment. Welcome to a transformative experience with Fullridge Advisors.
Gold
Afternoon.co
Afternoon.co is all-in-one back-office platform for bookkeeping, state compliance, income and sales taxes built specifically for founders.
Gold
Streamlined Financial Processes Inc.
Top tier finance & accounting professionals to help you build a scalable and sustainable finance function. Our finance & accounting professionals save you time and relieve the stress of investor reporting reporting. Our team prepares insightful financial reporting to help you understand your business and impress your investors.
Gold
CFOshare
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.
Gold
Arena CFO
About Arena Your business deserves experienced financial leadership, even if you’re not ready to hire a full-time CFO. That’s why we founded Arena in 2019. At Arena, we give you the control, clarity, and foresight of a full finance department at a fraction of the cost. Our fractional CFOs become an extension of your leadership team, helping you understand your numbers, protect your cash flow, plan for growth, and make confident decisions as your business scales. Behind them, our accounting team keeps your books clean and on time, handling transaction coding, reconciliations, and month-end close so you always have accurate data to work from. We offer three core services: * Fractional CFO Services: Strategic financial leadership, forecasting, KPI reporting, and support for key milestones like raising capital, evaluating acquisitions, and preparing for an exit. * Accounting Services: Disciplined, accurate day-to-day accounting that integrates directly with your CFO and planning work. * COO and HR Services: Fractional operational and people leadership to help your business run smoothly as it grows. You can work with us on a fixed project, for interim support, or on an ongoing basis, whatever fits your needs. We serve businesses of every size and in every industry. Our standards are high. Only a small percentage of CFO candidates make it onto our team, and every one goes through rigorous testing, case studies, background checks, and training in our proprietary methodology. Ready to operate with financial clarity? Visit us at arenacfo.com to take our free Business Health Assessment or book a strategy call with our team.
Gold
Wind of The Future
Wind of The Future is your one stop shop for back office support with startup friendly pricing. Accounting, Finance and Taxes are our core competencies, but we are generalists who can do so much more. We have extensive startup experience and know how to wear many hats. We have experience setting up new legal entities, preparing corporate documents like board resolutions and stock option plans, fundraising and strategic finance. We have run HR and set up employee benefit plans, payroll, compensation benchmarking, employee agreements and performance management.
Gold
Arman Zand CFO
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.