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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.

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.

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.

A CPA firm based out of Bangalore, India. Team of CPAs, EAs who handle multi entity company financials, compliances for startups. Working with hundreds of startups across various stages

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.

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.

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.

Fractional Tax is a leading tax and accounting firm. We offer tax and accounting service solutions to a wide-variety of clients. Our growing team allows us to give a hands on approach to each client while focusing on ways we can leverage their situation. Big firm capabilities, small firm feel. We offer individual services or service packages: • Personal and business returns • Entity formation and dissolution • Foreign-owned businesses filings • Full service accounting and bookkeeping • BOI reports • ITIN • and more! We offer free consultation meetings to talk through your situation and see what's right for you! We specialize in empowering non-US businesses, innovative startups, and creative entrepreneurs to establish and thrive in the US market. We create tailor-made solutions for unique business challenges in the US market. With personalized access to our CPA’s and tax professionals, mentorship, and affordable bookkeeping, we want to help you thrive. Please visit our website for testimonials and updates!

Award-winning digital agency specializing in ecommerce and product launches. Experts in email marketing, advertising, product marketing, and social media. Let's make it rain. Our team of experts understand ecommerce, consumer behavior, and the key elements you need to scale your business. We've raised millions for client product launches on Kickstarter, Indiegogo, and Shopify and can help your team do the same.

We specialize in providing one-stop tailored outsourced accounting and finance solutions to address client’s unique goals, needs and challenges. As a technology first company, we streamline financial processes to optimize performance, allowing our clients to focus on growing their business. Our services include: Tactical – Bookkeeping, Procure-to-Pay, Order-to-Cash, Financial Reporting and Payroll Processing Strategic – Budgeting/Forecasting, Board and Investor Reporting, External Audit Readiness and Oversight, Fractional and Interim CFO and Controller Services Transformative – Financial Strategy Development, Post-merger Integration, Streamlining Financial Close and ERP and Financial Technology Implementation and Support Our team of CPAs, CAs, CS, MBAs and seasoned professionals brings decades of cross-industry expertise to drive client’s financial success. With offices in New York, San Francisco and Bangalore and a global partner network, we serve clients across various regions, providing seamless support and a single point of accountability.

POWER CFO provides fractional CFO and strategic finance support to owner‑operated manufacturing and construction businesses navigating growth, complexity, and transition. We work closely with founders, controllers, and operational leaders to turn financial data into decision‑ready insight and disciplined execution. Our engagements focus on margin improvement, labor and overhead visibility, cash flow management, and exit‑readiness—connecting day‑to‑day operations to the financial drivers that matter most to long‑term enterprise value. POWER CFO acts as a true partner to leadership teams, helping businesses scale profitably, reduce risk, and prepare confidently for future ownership, equity, or succession events.

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.

Simplify Your Finances with Expert CPA Services. Comprehensive bookkeeping, tax preparation, CFO advisory, payroll, and accounts payable solutions—tailored for startups and small businesses.

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.

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

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.

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.

Applegate Monetary Group specializes in Cash flow and Back office operations administration for freelancers and startup companies.

Comprehensive finance, accounting, and advisory services for ambitious businesses and their leaders.

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.