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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.

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.

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.

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.

www.freetogrowcfo.com Increase Profit and Cash Flow As You Scale. Outsourced CFO and Bookkeeping services for profit-focused DTC brands. Scaling a DTC brand is stressful. With messy books and no CFO on your team you run the risk of… -Hiring too quickly -Buying too much inventory -Scaling ad spend unprofitably -Running out of cash And that leads to stressful, sleepless nights. We don’t want that for you. Free to Grow CFO has given dozens of DTC brands a plan for scaling alongside healthy profit and cash flow. Our plan will work for you too Fast, Insightful Reporting. Proactive Strategic Advice. From DTC Finance Experts. -M&A -Debt & Equity Funding -Accurate Financials by the 15th -Planning, Forecasting, Budgeting -Financial Dashboards and KPI Tracking All delivered through our proven, ready-to-implement “Free to Grow CFO Process”.

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.

Gelt is the modern tax company built for businesses, high-income earners, and savvy investors. Using expert CPAs and proprietary technology, we simplify the complexities of tax strategy, planning and filing with a personalized approach that optimizes your tax situation. We're with you every step of the way, not just during tax season, offering business owners and HNWI: • Tailored tax strategies to minimize liability and maximize deductions • A tax management platform to keep you in control year-round • End-to-end compliance for both personal & business income taxes—no surprises • Ongoing consultation with expert CPAs that keep you optimized Reach out to learn more and check if you qualify

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.

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.

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.

CFO Advisors is a leading Fractional CFO provider, specializing in partnering with Artificial Intelligence startups. Our founder-first philosophy and ownership mindset are central to our approach, from reading hundred-page whitepapers on our client’s industries to attending technical AI conferences, we are relentlessly focused on staying at the forefront of industry and “earning the right” to advise our clients.

Finsuite provides tailored financial solutions and strategic guidance to help startups scale with clarity, precision, and confidence. Our goal is to support early growth start-ups who need support but have limited budgets, ensuring a solid start at a price you can afford. Our team provides ongoing bookkeeping and financial management to keep your finances in perfect order.Our team provides ongoing oversight and financial understanding to keep your finances in perfect order without high cost. Benefit from 20+ years of experience guiding startups through complex financial landscapes with precision and expertise. Tailored your unique needs as a start-up and accelerate your growth potential. Maintain strong financial health with ongoing, proactive management and reporting. The turn-key option for early growth projects. Curated for founders who'd rather not wing it. From financial model templates to legal, compliance, marketing and more. The REEF is packed with downloadable digital resources to help you build smarter, faster, and with fewer "oops" moments. We also have a brutally honest newsletter for founders who can take a joke (and a lesson). Startup horror stories, financial fails, and advice you didn’t ask for—but definitely need. Subscribe and save your startup’s dignity. We know some people like to learn the hard way, so we curate hilarious content with lesson's built in!

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!

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.

Cleer Tax is a U.S. tax compliance and bookkeeping firm built specifically for international founders and foreign-owned businesses expanding into the United States. Unlike traditional accounting firms, cross-border U.S. tax compliance isn't just one of our services. It's our specialty. We help founders navigate complex requirements including Forms 5472, 5471, 1120, and 1120-F, as well as foreign-owned U.S. entities, multi-entity structures, and ongoing compliance as their businesses grow. Beyond tax, we provide founder-friendly bookkeeping and accounting services through QuickBooks Online and Xero, giving clients clean financials, reliable reporting, and a trusted advisor year-round, not just at tax time. We primarily work with startups, SaaS companies, e-commerce businesses, agencies, and other globally minded companies. If you're a non-U.S. founder or you advise one, we understand the unique challenges of building a U.S. business and help simplify the compliance that comes with it.

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

Fractional CFO services for Sports & Fitness startups

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

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

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.

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our US-based accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.