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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.

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.

FOUNDERS, WE’VE GOT YOUR NUMBERS. You probably didn’t start a business to have a job, but to create the freedom to achieve your unique goals and dreams. Which is why we started ours - to support you with personalized bookkeeping, accounting and finance strategies that create clarity, cash flows and confidence to make them all come true. THINK OF US AS YOUR OUT-SOURCED SORCERER. Our expertise is all about your numbers, the foundation for your growth. Our superpower is our passion to care for you and your dreams along the way. That’s why we bring big company prowess to small businesses - because we believe everyone should have access to proven methods for better decision-making and faster growth. ALMOST ANYONE CAN FILL OUT A LEDGER. Very few, however, can help you successfully navigate the obstacles most founders face while growing a business. Our goal is to arm you with a highly customized financial strategy, so that you can leverage those insights for accelerated business growth, from bootstrap to exit.

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!

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.

Unlocking Success, One Ledger at a Time: Where Accounting is Crafted with Precision and Excellence.

Sesh is a CFO-led back office for Seed stage startups focused on giving founders their time back. Our clients get high quality bookkeeping, unlimited Slack access to a CFO, and a full suite of on-demand Finance, People, and Compliance services.

Finance, Bookkeeping and Taxation services for new age businesses. We support

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.

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”.

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.

A trusted full-service financial partner and advisor that helps nonprofit and Social Impact Organizations achieve their goals. Since its inception, Abilene has always been a virtual, fully tech-forward firm – where innovation is the foundation for everything we do. From financial dashboards to cloud-based systems for budgeting, planning and strategy, Abilene uses the most cutting-edge tools that enhance our workflows. This allows us to focus on more meaningful work, and build stronger partnerships with our clients. Abilene is the trusted advisor and full-service financial partner whose deep industry knowledge and personal approach provides the highest level of service. From accounting, CFO services, and more, we’re with you every step of the way. Our mission is to help clients grow, build their capacities, and achieve their goals. Success is our main focus and getting there as a team is our top priority.

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

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!

BASECAMP Consulting Group provides outsourced accounting and finance services for scaling companies with branded consumer products. We specialize in inventory and COGS accounting for companies with omni channel sales in food & beverage, wine & spirits, apparel, and other lifestyle or outdoor sports products. We strive to build a true business partnership with our clients and can scale up our support as your business grows. Having worked with over 100 companies, we will assist you in developing a financial strategy for growth.

Countabl is a tech-enabled service that creates the experience of a full financial team for the cost of a part-time employee. Our virtual workforce of bookkeepers, accountants, and financial analysts integrate remotely with startups, small businesses, and non-profits to build and maintain strong financial management practices from day one - through growth and scale. We founded Countabl after working in public accounting service lines like forensics, transaction advisory, and consulting where all of our clients had messy books and struggled to afford our steep hourly fees. These were people who were pouring their lives into a venture and had no idea what their effort was worth. With today's technology, we are compelled to change that. The future is Countabl.

A full service accounting firm specializing in business consulting, bookkeeping, accounting, payroll, sales tax preparation, income tax preparation - and more.

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.

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