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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.

Till is a fractional CFO offering that empowers your company with C-suite proficiency without the C-suite expense. Your company’s financial health is championed by a top-tier CFO and supported by a team of specialists, including a Senior Financial Analyst, Controller, and Treasurer. Our services are fully customized to your needs, and are designed to deliver sophisticated financial stewardship to CEOs, Founders, and Operators of growing companies. We specialize in FinTech, Financial Services, Professional Services, SaaS, and BioTech companies. However, we do support a handful of clients outside of these industries. If you are a CEO/Founder/Operator with a vision for growth for your business and a desire to develop a deep partnership with our team of experts, we want to hear from you!

Accountalent is the Go-To tax and accounting solution for 5,000+ Startups. As trusted tax and accounting experts focusing solely on startups, they are here to make your finances easy to understand. Their focus is on income tax compliance, R&D Credits, and bookkeeping. For more information, please visit Accountalent.com. Brex customers new to Accountalent are entitled to a $500 discount on first-year services.

(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.

Island Waters Accounting is an AI-first fractional CFO and Client Advisory Services firm based in Peoria, Arizona, serving growth-stage founders on monthly retainers. We turn financial complexity into clear, survivable decisions for the founders who need it most. We specialize in four industries: Healthcare and Biotech, Pharma, Pharmacy, and Technology (AI). These are capital-intensive, regulated, milestone- and runway-driven businesses led by brilliant technical founders who are often financially unsophisticated and understandably anxious about what the numbers reveal. We are equally happy to serve a strong-fit client in any industry where we can deliver real value. Founder and CEO Shawn Elliott brings 23-plus years of senior finance experience, including two private equity exits: scaling The Apothecary Shops and Avella Specialty Pharmacy from roughly $50M to $500M in about five years, and building Integrity Rx from $0 to roughly $50M in about 4.5 years. He also supported a pharmaceutical client's monthly close and accrual accounting as that company scaled toward a public offering. Our service tiers span the full company lifecycle: • Discover and Embark: squeaky-clean books, bank reconciliation, accrual accounting, and clear monthly reporting. • Launch, Scale, and Exit: CFO-level partnership including forecasting, 13-week cash flow, KPI dashboards, board- and investor-ready reporting, and transaction support through a raise, a lender relationship, or a sale. Clients graduate up as they grow, so the relationship deepens rather than resets. What sets us apart: AI-amplified senior judgment at a fraction of the cost of a full-time CFO or VP of Finance (commonly $250K to $450K or more all-in), genuine depth in regulated verticals, and full lifecycle coverage including the exit phase most firms under-serve. The machine drafts, the Principal signs, and nothing reaches a client without human review. We work in Brex, QuickBooks Online, Maxio, Tabs, and Xero, and connect natively to client systems. Our values are simple: calm in the storm, character when no one's watching, and we advise, you decide. It is your business and your call. We are here to help you do what you do best, which is grow your business. Learn more at islandwaters.ai.

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.

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.

We provide simple, subscription based accounting services to small and medium sized businesses.

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.

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.

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.

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

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.

Finops.Company is a finance and strategy consulting firm that provides dynamic, high-impact fractional CFO services tailored to startups, agencies, and global businesses. With over 15 years of experience and more than 1,000 clients served, we offer a rare combination of executive-level financial leadership, operational insight, and hands-on execution. We help businesses grow with confidence by providing: • Fractional CFO Services – Embedded financial leadership to guide strategic decisions, optimize operations, and drive long-term success. • Financial Planning and Forecasting – Robust, data-driven models that support scaling, scenario planning, and investor communications. • GAAP-Compliant Financials and Audit Readiness – Accurate statements and audit support that withstand scrutiny from boards, auditors, and investors. • Investor Relations and Fundraising Support – Clear financial storytelling and metrics that build credibility with VCs, angels, and institutional investors. • Tax Strategy and Compliance – End-to-end U.S. and international tax services that ensure accuracy, timeliness, and full regulatory alignment. We’ve guided clients through everything from seed rounds to complex M&A, from startup launches to international expansion. Whether you're preparing for your first audit or scaling to $ 100 M+ in revenue, Finops.Company brings the expertise and structure to get you there—faster and with fewer risks.

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.

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.

Cru Accounting provides fractional controller and outsourced accounting services for startups and scaleups. We combine modern automation with hands-on, expert support to deliver clean books, real-time financial visibility, and the strategic guidance growing companies need without the cost of a full-time hire. From bookkeeping to CFO-level insights, we scale alongside your business

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.