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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.
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.
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.
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.
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
Accounting Fortress
Welcome to Fortress Accounting! We are a team of experienced financial professionals who specialize in providing accounting and finance services specifically tailored for startups. Our range of services includes CFO/controller services, bookkeeping/accounting, and Tax. We understand the unique financial challenges that startups face, particularly those in the series seed to series C stages, and we have extensive expertise in industries such as SAAS, Web3, FinTech and Healthcare. Trust us to help you achieve your financial goals and propel your startup to new heights. Let's work together to accelerate your startup's success!
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
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
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
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.
Gold
AKcounting LLC
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.
Gold
Numbers Matter Accounting & Bookkeeping LLC
A full service accounting firm specializing in business consulting, bookkeeping, accounting, payroll, sales tax preparation, income tax preparation - and more.
Gold
VG Partners
Grow your business with a partner who gets it. VG Partners is dedicated to providing businesses with the financial tools they need to succeed. We build AI-ready financial systems that streamline operations, providing the clean data and smart automation necessary for clear insights and sustainable growth. Let's build a stronger future, together. Simplify, optimize, and grow with VG Partners
Gold
Northhall
ACCOUNTING We manage the accounting function end-to-end, from daily bookkeeping to expedited month-end closes, overseen by CPAs with extensive CPG experience. FINANCE Forecasts, budgets, cash flow planning, and other financial planning tasks fall under our purview. Clients rely on us as their trusted finance partner, advising on capital raises, negotiations, and other key business decisions. INVESTMENT BANKING For larger brands seeking capital raise support, our outcome-focused approach, paired with deep industry relationships and experience, enables us to maximize value for our clients.
Gold
Finops.Company Inc.
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.
Gold
The Harbor Group
The Harbor Group is a financial advisory firm built for the moments that decide a company's future — the deal on the table, the finance function straining under growth, and the systems decisions that determine what a business is worth. Operating as Harbor Consulting, we pair the rigor of a top-tier transaction-advisory house with the responsiveness and discretion of a true partner. Our promise is simple: clarity in every deal, confidence in every number. We work across three areas: * Transactional Services — Quality of Earnings & Proof of Cash, valuations, and due diligence, so buyers and sellers enter every deal with eyes wide open. * Fractional Services — Fractional CFO and controller leadership, finance clean-up, and post-acquisition integration: senior finance horsepower, sized to what you need. * Operational & Digital — operational excellence, digital transformation, and independent ERP selection that make a business run better and worth more. We're built for both sides of the deal, working with private equity investors, independent sponsors, business owners, and management teams — and we go especially deep in waste management & landfill, construction, automation, manufacturing, transportation, and SaaS, where accounting quirks make or break the numbers. What sets us apart: senior experts on every engagement (no junior analysts learning on your deal), analysis tailored to your business, and a team that stays through execution instead of handing over a report and disappearing. We bring the rigor of a big firm with the focus of a partner — independent, practical, and genuinely in it with you. With offices in Detroit, MI and Dallas, TX, we serve growing companies and the people behind their most important decisions. Have a transaction on the horizon or a finance function that needs strengthening? Let's talk — info@theharbor.group | theharbor.group
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
Burkland
Burkland is a full-service fractional CFO, Accountancy, Tax, and HR provider, serving more than 800 venture-backed startups across the United States. SaaS, Healthcare, Fintech, and Consumer startups rely on Burkland for smarter finance, accounting, People Operations, and tax guidance to grow with confidence, so they can focus on developing the product they’ve always dreamed of bringing to life. We pride ourselves on giving startups expertise that makes economic sense for all growth stages, ranging from Pre-Seed to Series C. Learn more at https://burklandassociates.com/contact.
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
SDO CPA
Simplify Your Finances with Expert CPA Services. Comprehensive bookkeeping, tax preparation, CFO advisory, payroll, and accounts payable solutions—tailored for startups and small businesses.
Gold
Attivo Partners LLC
With our fractional CFO and accounting services, we help founders navigate the complexities of company building through all stages of the journey - raising capital, building business models, operationalizing for scale, and achieving successful exits. We provide comprehensive accounting and strategic financial services to startups. In our accounting practice, Attivo builds the foundation that supports agile and effective financial decision-making. On the strategic finance side, our CFOs are experienced leaders who partner with founders to build lasting business value through each stage of growth. Launch Employee On-Boarding Payroll & Benefits Accounting Systems Financial Statements Vendor Payments Cap Table Management Compliance Filings Cash Runway Product-market fit Business Modeling and Forecasting Management Reporting KPIs, Dashboards, and Metrics Board Reporting Billings and Collections Accounting Policies International Accounting GAAP Accounting Venture Debt Go-to-market Bank Relationships Fundraising Technical Reporting Growth Capital Funding Revenue Recognition Unit Economic Analysis Sales Tax Scale Audit Relationships & Support Acquisition Due Diligence Asset Based Lending ERP On-going Team Structure Financial Recruiting M&A Due Diligence
Gold
FinStackk
We provide tech enabled book keeping, tax and compliance services.
Gold
Decimal
Decimal is Financial Operations for small businesses: bookkeeping, technology setup/support, bill pay, payroll, and more.
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
MCA Inc
MCA Inc. is a full service accounting and tax firm located in Philadelphia, PA. Our mission is to make accounting easy through the implementation of accounting tools and technology.
Gold
CFOshare
CFO Share is a boutique Fractional CFO agency specializing in engaging relationships with growing small businesses. Our clients understand that professional financial strategy is critical to success and expect a high-performing finance team to support their growth. Small businesses are often underserved by accountants who focus solely on closing the books, missing opportunities to provide valuable insights that can make a real difference. We're here to change that. At CFO Share, we believe that, while numbers are essential, the systems, relationships, and strategies behind them matter even more. By combining financial expertise with a consultative approach, we strive to build meaningful, productive partnerships that drive meaningful business growth.
Gold
Median
Median (MedianFi.com) is the finance team for owner-led businesses and US startups. Most owners get their books back weeks after the month they describe, once the decisions have already been made. Median works the other way around. Your bank, card, payroll and billing feeds map into a general ledger, AI categorizes and posts transactions every business day, and an accountant who knows your business reviews the exceptions. Your books stay current, so when you need a number you get it the same day you ask. Clean books are the foundation of the work, not the finished product. The questions owners actually ask are which clients, products and people are profitable against what they cost, how much more can go out this month before margin drops below target, where the money went and what changed, and how much runway is really left. We build the reporting and analysis that answer those questions on top of your live numbers, and keep them in front of you every month, so nobody is rebuilding a model in a spreadsheet the night before a board meeting or a bank call. We hire accountants and we build our own software. The software carries the volume that used to be a full week of somebody's data entry, and the accountant on your account carries the judgment, catches what the automation gets wrong, and is one message away in Slack, email or text. You always know the name of the person doing your books. We work in QuickBooks Online or Xero, or we can move you onto the platform we built, which runs the ledger and gives you a dashboard of the metrics and reports we build for your business. Migration is free and the price is the same either way. Pricing is metered on your actual financial accounts and transaction volume, so the bill tracks the work your books take rather than a headcount or a tier you have outgrown. Engagements are month to month with no term commitment. Our clients are startups and owner-led businesses: SaaS and AI companies, agencies, consultancies and studios, e-commerce, and professional services firms, including US entities whose founders live outside the country. We keep the books and coordinate the return with the preparer who signs it, so the filing is built from books that are already current rather than reconstructed at year end. By Median Labs Inc.
Gold
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
SumSkill
Accounting Managed Services firm specializing in outsourced bookkeeping, payroll management, and Accounting optimization.
Gold
Launch Finance LLC
Launch Finance understands your needs at every stage of growth and development. We offer a broad range of experience and knowledge from working with top tier venture firms as well as successful startups. We add value inception to exit.