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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.
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.
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.
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.
Gold
Alpha Omega Accounting LLC
Tax resolution and tax planning is our specialty
Gold
Digits
Digits is accounting, reimagined. Picture clean books, powerful insights, and intuitive reports all delivered right as the month ends (not 2-3 weeks late!) at half the cost of any traditional firm. Digits has built the first modern accounting platform in 20+ years, designed from the ground up to automate bookkeeping and accounting for tech-forward businesses. Pairing cutting-edge AI with expert US-based CPAs, we provide full-service accounting to Pre-Seed to Series B companies. Digits was founded in 2018 and is backed by $100M in funding from Benchmark, GV, Softbank, and 70+ angels.
Gold
Formation Financial
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.
Gold
Lisan Finance Inc
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)
Gold
Escalon Services
Escalon Services: Your Trusted Partner for Comprehensive Business Support Escalon Services is a leading provider of essential business services, specializing in helping startups and high-growth companies manage their operational complexities with ease. From accounting and payroll to HR and tax compliance, Escalon offers a full suite of solutions tailored to your business needs. With a team of experts dedicated to delivering accurate, timely and reliable services, Escalon takes the administrative burden off your shoulders, allowing you to focus on your business dreams and growth goals. Trusted by hundreds of companies globally, Escalon is committed to providing scalable solutions that evolve with your business, ensuring you stay ahead in today's competitive market. Whether you're looking to streamline your financial operations, manage HR efficiently, or ensure tax compliance, Escalon Services is your go-to partner for driving success and sustainable growth. Start-Ups and high-growth companies use Escalon for: 1) CFO Advisory, fractional CFO 2) Fundraising prep: Clean-Ups, Revenue Model, and Investor Deck/Data Room 3) Monthly Reporting and Bookkeeping 4) Tax compliance and tax credits 5) HR Setup: Payroll, Benefits, employee handbooks, onboarding/offboarding 6) Recruiting
Gold
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
Chelsea Capital
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.
Gold
SumSkill
Accounting Managed Services firm specializing in outsourced bookkeeping, payroll management, and Accounting optimization.
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
Finanshels.com
Finanshels.com automates accounting & tax operations, provides access to skilled finance professionals, and offers real-time financial health insights to 20 Million + MENA SMBs struggling with tedious accounting tasks, lack of automation, and lack of access to skilled finance professionals.
Gold
HigherRing
HigherRing is the ethical outsourcing partner for socially responsible companies. We harness business as a force for good and partner with impact organizations to lighten their load and further their purpose. We create remote, impact employment where our team members and clients are valued and supported in their efforts to advance us all toward a more sustainable world. HigherRing is B Corp, Living Wage US certified, climate-neutral, and a 1% for the Planet member. We provide managed fractional, full-time and team support in a variety of service areas such as: * customer + application support * business operations * financial & bookkeeping operations * marketing ops + sales support * ecommerce & wholesale support Our bookkeeping and financial ops team works on all bookkeeping platforms including Xero, QuickBooks, Wave, Sage, Netsuite, Cin7 and spreadsheets. We are proud to be a reseller and partner to Fathom for budgeting, forecasting and scenario planning. We are also partners to HR systems such as Justworks, Gusto, and ADP. We are full-charge bookkeepers specializing in: * accounts reconcilation * bill payment (A/P) * receivables (A/R) * payroll * inventory * budgeting * financial analysis and monthly reporting Most of our financial operations work is deliberately onshore in the U.S., however, if needed we can leverage our teams in Portugal, Mexico and Canada.
Gold
RoseRyan
RoseRyan is an award-winning Silicon Valley-based Finance and Accounting consulting firm, providing tailored on demand expertise to clients of all sizes—from startups to Fortune 500 companies—across all industries, to accelerate growth and minimize executional risk.
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
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
Honestly Bookkeeping
In a world were many of us feel uncertain, adrift, and isolated, Honestly Bookkeeping wants to provide a safe harbor for you, our clients. The lack of financial education in school means most business owners either need the confidence and tools to figure out financial management by themselves or they need the support of a professional. We are these professionals. We believe everyone deserves the feeling of financial security. We do this everyday by helping owners with a portfolio of businesses to stabilize, strengthen, and create sustaining financial systems. Through this approach we make sure you have the bookkeeping support necessary to create foundational and forward thinking processes & systems, allowing you to make informed decisions about your business(es). * The focus on systems and processes creates consistency in your experience, which then creates consistency for the nervous system, which in turn creates a sense of security and consistency within you. * By focusing on foundational and forward-thinking processes, we are creating confidence that the basics are covered, while also being proactive instead of reactive (where a reactive state keeps the nervous system in a state of uncertainty and lack of safety). * The focus on using the bookkeeping to make informed decisions for the business again moves to a proactive space; this creates the experience for you of being capable and seeing how to affect meaningful change within your business. This in turn creates the feeling of safety because you are active instead of the acted upon. Who shouldn't work with Honestly Bookkeeping? * If "hustle, grind, execute" is your mantra. * If you don't believe you are worthy of money or have financial trauma - we are not financial therapists (but check out Dawn or Agnes) * Anyone with HIPAA compliance (we're not looking to become the case law in the grey area of this). * Gary V, Tony Robbins, or “Guru”s are your influencers. Who is a good fit? * The "do you believe this" section gave you excited shivers. * You've been in business (in this venture or a previous one) for at least 5 years. * You know where your expertise starts and ends and trust us to know the same for our expertise. * You're ready to use your money in smart, long-term ways and sustain your business for many years to come. * Understanding finances may not be your strong suit, but you're willing to engage in the process (instead of mimic-ing an ostrich). * Systems, mutual agreement, and co-operative workshopping are your jam.
Gold
VC CFO
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.
Gold
FoundersIQ
At FoundersIQ we work with VC backed startups to provide fractional CFO and accounting services, tax filing support, sales consulting, and fundraising assistance. We’re redefining the way businesses approach financial strategy and execution. As a leading provider of Fractional CFO and Accounting services, we specialize in delivering high-impact financial insights and solutions that empower startups, VCs, and established companies to scale efficiently. Revolutionize your approach to finance with innovative solutions tailored to your future goals. Our innovative approach combines cutting-edge technology with personalized service to simplify financial complexities and drive meaningful outcomes. We work closely with each client to understand their unique challenges, offering solutions that scale as you grow. At FoundersIQ, we are more than financial consultants—we are your strategic partners, committed to guiding your business through every stage of growth. Let’s build the future of your business, together
Gold
Pilot
Pilot handles your startup’s finance, accounting, and tax prep needs, so you can focus on what matters most—building your business. When you work with Pilot, you have a team of US-based accounting experts and fractional CFOs ready to support you at every stage of your company. They're the largest startup accounting provider in the world, and work with 1000+ startups today from pre-seed to Series D.
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
FinAcce Consulting and Advisory Services
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.
Gold
Applegate Monetary Group
Applegate Monetary Group specializes in Cash flow and Back office operations administration for freelancers and startup companies.
Gold
The Ecommerce Accountants
The Ecommerce Accountants - Name says it all.... Our firm provides Accounting, Income Tax Compliance, Tax Planning, Sales Tax and CFO services for ecommerce sellers. Apply for a FREE consultation today!
Gold
FintechForce
Leading a boutique financial management firm that specializes in building tomorrow's Fintech unicorns today. We provide Accounting, Tax, FP&A, and CFO services to support the fastest growing Fintech companies in the world.
Gold
Capture M Agency
At Capture M, we are more than just a movement - we are a source of inspiration, empowerment, and information for individuals looking to embark on their entrepreneurial journey. Our mission is to ignite the spark of ambition and determination in our clients, providing them with the tools, resources, and support they need to bring their business ideas to life. We pride ourselves on putting plans into motion that not only inspire positive change but also foster outstanding compliance and evolution within the entrepreneurial landscape. Our tailored approach is designed to move individuals and businesses towards success, guiding them through the intricacies of starting and growing a business in a manner that is honest, meaningful, and impactful. Beyond business, we are moved to make a difference in the lives of those less fortunate, helping them migrate to a better lifestyle through our support and guidance. We strive to motivate and empower individuals from all walks of life, encouraging them to pursue success through ethical means, thereby creating a ripple effect of positivity and prosperity in their communities. Join us in this movement, as we work tirelessly to empower and uplift individuals, businesses, and communities, one venture at a time. Together, let's capture the essence of entrepreneurship and turn dreams into reality.
Gold
Officengine, Inc.
Officengine is a full-service finance and operations firm focussed on the unique needs of early-stage venture-backed startups (1-100+ employees). Our packages are designed to offer the experience of an in-house finance and ops team at a fraction of the cost of hiring your own. A sampling of services included in our packages are: * Company formation and maintenance * Accrual accounting, receivables management, and bill pay * HR, payroll, and benefits administration * Tax * Forecasting & budgeting * Fundraising & stock management * CFO advisory
Gold
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.