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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
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
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
Kharis Consulting
Kharis Consulting is a boutique fractional CFO practice for early-stage startups. Founded by Alex Kharis, a serial entrepreneur, YC alum, and former startup CFO with nearly 20 years of building and operating companies. This isn't accounting. And it's not an agency with junior staff on your account. Alex works directly with every client: strategic finance, financial infrastructure, forecasting, investor reporting, and fundraising readiness. The approach: hands-on, tailored, and AI-augmented. Alex combines deep operator experience with modern AI tools and automation to deliver the output of a full finance team, solo, at a fraction of the cost. When it's time to hire a full-time finance lead, everything is systematized, documented, and ready to hand off cleanly. Flat-fee pricing. No hourly billing. No cookie-cutter playbooks.
Gold
EisnerAmper, LLP
Large enterprises, privately owned companies, governmental entities, and high-net-worth individuals face near- and far-term operational issues. They turn to EisnerAmper for comprehensive audit, accounting and tax, advisory, and outsourcing services. Most EisnerAmper clients are based in the United States or include domestic business interests of foreign entities. To serve U.S.-based clients with interests in financial services opportunities overseas, we offer the resources of offices in the UK, Israel, India and EisnerAmper Global, with offices in the Cayman Islands, Singapore, and Ireland; as well as the services of Allinial Global.
Gold
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
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
Olive Tree Growth Partners
Olive Tree Growth Partners transforms disorganized, unreliable financials into clean, structured, and decision-ready systems that support real business growth. We work with service-based businesses that have outgrown basic bookkeeping and need more than reconciled accounts. They need accurate financials, strong systems, and clear visibility to operate with confidence. When books are behind, inconsistent, or creating risk, we step in to assess, correct, and rebuild the financial foundation. From there, we design and implement scalable systems that keep everything accurate, compliant, and aligned with how the business actually operates. With 23+ years of experience across accounting, tax, payroll, and financial advisory, we bring a depth of expertise, and the client relationship most firms don’t offer. As Advanced Certified QuickBooks ProAdvisors with a background in public accounting and compliance, we handle complex cleanups, system migrations, and ongoing financial management with precision. What sets us apart is our ability to go beyond bookkeeping. We integrate technology and AI to streamline workflows, improve reporting, and create more efficient financial operations so business owners can make faster, better decisions. Clients partner with us when: • Their books can’t be trusted • Financials don’t reflect reality • Compliance or deadlines are at risk • They need structure, clarity, and a long-term solution We don’t just maintain books. We build financial systems that work.
Gold
Trinity 718
(Website is currently under development. Please learn about Trinity through its founder's LinkedIn profile, Sam Paik: https://www.linkedin.com/in/sampaikcpaandcgma-trinity718/) Trinity 718 is a strategic finance and operations advisory firm serving founder-led businesses in fitness, health & wellness, franchise systems, and consumer brands.
Gold
Fiscaliance
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.
Gold
Chad Shultz, CPA, PA
We provide simple, subscription based accounting services to small and medium sized businesses.
Gold
Tranquility Consulting
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
Gold
Fondo
Fondo is an all-in-one accounting platform backed by Y Combinator that makes Bookkeeping, Tax, and Tax Credits easy for startups. Know your burn rate, runway, and financial details to make important company decisions. Getting your books closed and filing your taxes can also have an ROI. Fondo can help you identify and claim various tax credits that can help extend your startup's runway. We're offering $1,100 off to Brex customers.
Gold
Point Monarch
Point Monarch delivers strategic B2B Payment Consulting and Custom Solutions designed to streamline your financial operations, enhance agility in a dynamic market, and harness cutting-edge technologies. We empower businesses to operate smarter, adapt faster, and confidently lead in the evolving payments landscape.
Gold
Point FP&A
Fractional CFO services for Sports & Fitness startups
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
Neubase
Neubase provides US incorporation services to non-US residents, bookkeeping, and ongoing compliance support.
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
Faro
Faro is an AI-native finance partner for US businesses. We handle bookkeeping, AP/AR, payroll coordination, tax (federal and state filings, plus R&D credits) and fractional CFO support, combining AI-powered workflows with expert accountants. Clients get best-in-class response times and a smooth transition from their current provider
Gold
MATAX
At MATAX, We Give Entrepreneurs Their Time Back ™ MATAX is a Xero-focused firm serving eCommerce, start-up and SMBs. Our expert team specializes in bookkeeping & accounting, cash-flow & scenario planning, cloud-technology integrations, and advisory services across a wide range of industries. We do the work so you can concentrate on your business. We work in partnership with business owners like you to build solutions that work seamlessly; saving time and cost while providing the info and insights needed to grow your business. MATAX is a Proud Two-time recipient of Xero Gold Partner of the Year. We are committed to delivering cost-effective solutions to our clients.
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
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
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
Decimal
Decimal is Financial Operations for small businesses: bookkeeping, technology setup/support, bill pay, payroll, and more.
Gold
Profitjets
Profitjets is a technology-driven accounting and bookkeeping firm dedicated to empowering small and mid-sized businesses across the United States. By leveraging advanced financial tools and a team of seasoned professionals, Profitjets delivers tailored financial solutions that promote growth, compliance, and operational efficiency. Our Core Services Are: * Bookkeeping and Accounting Services: * Taxation Services * Virtual CFO Services * Bookkeeping for CPA's Why Partner with Profitjets? * Tailored Financial Solutions: Customized services to meet unique business needs. * Transparent Pricing: Flexible plan pricing customized to your requirements * Data Security: Commitment to confidentiality with zero data breaches reported. * Client Satisfaction: High client retention and satisfaction rates. * Experienced Team: A dedicated team of finance experts supporting your business growth
Gold
NEXA Finance
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.