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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.
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.
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
The Brazen Path

The Brazen Path

We're a team of seasoned finance leaders who partner with early and growth-stage companies as their outsourced FP&A and corporate development teams. For FP&A, we assist startups in building operating models, budgets, long-range plans, scenarios, ad hoc models, forecasts, and reports. We collaborate closely with our clients' accounting teams to ensure smooth monthly book closures. In corporate development, we help clients prepare for capital raises and M&A activities by developing investor models, crafting investor presentations, and setting up data rooms. Throughout the fundraising or M&A process, we support founders in managing the process, evaluating term sheets, and modeling offer scenarios. Drawing from backgrounds in venture capital, private equity, and investment banking, we offer a nuanced perspective rooted in extensive industry experience.
Gold
Cleer Tax

Cleer Tax

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.
Gold
Tukel, Inc. | Accounting

Tukel, Inc. | Accounting

Tukel, Inc. Accounting is your one-stop accounting firm, awarded the TOP 10 ACCOUNTING FIRM prize by the Financial Services Review in 2022 and provides all the services you need, and more: 1. Bookkeeping & Accounting 2. Tax (includes tax planning and advisory) 3. HR & Payroll (from offer letter to termination, with benefits administration) 4. CFO Advisory 5. and more Tukel Accounting specializes in non-U.S. founders and also in technology and service companies like SAAS/PAAS, e-commerce, crowdfunding, etc. What differentiates us? • ONE-STOP-SHOP. We partner with law firms, immigration service providers, Deel, etc. and attend calls with our clients or their other partners to address all their needs, • Reply to all enquiries within 1 business day, • Provide care and personalized service, • We not only keep our clients' books, we notify them of compliance issues, • Reasonably priced, quality and flexible services... Only pay for what you need.
Gold
Proven

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
Fuelfinance

Fuelfinance

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.
Gold
BASECAMP Consulting Group

BASECAMP Consulting Group

BASECAMP Consulting Group provides outsourced accounting and finance services for scaling companies with branded consumer products. We specialize in inventory and COGS accounting for companies with omni channel sales in food & beverage, wine & spirits, apparel, and other lifestyle or outdoor sports products. We strive to build a true business partnership with our clients and can scale up our support as your business grows. Having worked with over 100 companies, we will assist you in developing a financial strategy for growth.
Gold
Streamlined Financial Processes Inc.

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
Open Road Advisory

Open Road Advisory

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.
Gold
Wind of The Future

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
Truewind

Truewind

Truewind: AI-Powered Bookkeeping and Accounting Services for Startups and Small Businesses Truewind combines AI and expert CPA support to simplify bookkeeping and accounting for startups and small businesses. We offer high-quality services at an affordable price. Our unique approach guarantees meticulous financial management, allowing you to concentrate on growth. With Truewind, you have a dependable partner dedicated to your financial well-being and success.
Gold
Free To Grow CFO

Free To Grow CFO

www.freetogrowcfo.com Increase Profit and Cash Flow As You Scale. Outsourced CFO and Bookkeeping services for profit-focused DTC brands. Scaling a DTC brand is stressful. With messy books and no CFO on your team you run the risk of… -Hiring too quickly -Buying too much inventory -Scaling ad spend unprofitably -Running out of cash And that leads to stressful, sleepless nights. We don’t want that for you. Free to Grow CFO has given dozens of DTC brands a plan for scaling alongside healthy profit and cash flow. Our plan will work for you too Fast, Insightful Reporting. Proactive Strategic Advice. From DTC Finance Experts. -M&A -Debt & Equity Funding -Accurate Financials by the 15th -Planning, Forecasting, Budgeting -Financial Dashboards and KPI Tracking All delivered through our proven, ready-to-implement “Free to Grow CFO Process”.
Gold
Fullridge Advisors

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
Trivium, Inc.

Trivium, Inc.

Trivium is a Finance, Accounting, Human Resources, ERP and Tax consulting firm offering early-mid stage companies strategy consulting as well as support ranging from administrative to CFO level expertise. We provide tailored packages that scale to the needs of our clients. We partner with clients to manage all non-technical requirements, freeing up time and resources which can be spent on product and service development, while reducing cost and providing flexibility. ‍ Trivium was founded in 2009 with the mission to support entrepreneurs and executives with corporate strategy and execution. We do this by offering a number of flexible support models serviced by experts in their respective fields. Since then we've grown organically through referrals and repeat clients. We value the importance of being a good corporate citizen, and as such, we constantly hold ourselves to the highest ethical standards both in the workplace and outside of it.
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
WilkinGuttenplan

WilkinGuttenplan

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.
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
Aurora Delmont Inc.

Aurora Delmont Inc.

Aurora Delmont Inc. is a leading accounting firm dedicated to providing exceptional bookkeeping, accounting advice, tax preparation, and consulting services. Our team of experienced professionals is committed to helping individuals and businesses achieve financial success.Aurora Delmont Inc. is a leading accounting firm dedicated to providing exceptional bookkeeping, accounting advice, tax preparation, and consulting services. Our team of experienced professionals is committed to helping individuals and businesses achieve financial success. We began with a vision to bring the best accounting services at the best possible price. Aurora meaning sunrise, and Delmont meaning on the mountain, we aim to help you or your business surmount what feels like an impossible mountain of challenges and see the sunrise again. Other accounting firms are stuck in the methods and mindset of the 20th century with a billable hours model and antiquated work that has been rolled forward for years with little very little innovation. We take a different philosophy at Aurora Delmont. We charge based on the job, not by the hour. The billable hour used to be a useful metric by which to measure work. In the increasingly digital and automated environment, the billable hour model leaves the incentive for efficiencies out of the discussion. Why would members of a firm improve their efficiency if it meant fewer billable hours, and therefore less pay? We place an emphasis on innovation and efficiency to bring you the best services at the best possible price. We are concerned with giving a great quality service and are not concerned with the worries of needing to penny-pinch hours. We are part of a growing group of firms looking to change and move away from a billable hours model.
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