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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.

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.

Tukel, Inc. Accounting is your one-stop accounting firm, awarded the TOP 10 ACCOUNTING FIRM prize by the Financial Services Review in 2022 and provides all the services you need, and more: 1. Bookkeeping & Accounting 2. Tax (includes tax planning and advisory) 3. HR & Payroll (from offer letter to termination, with benefits administration) 4. CFO Advisory 5. and more Tukel Accounting specializes in non-U.S. founders and also in technology and service companies like SAAS/PAAS, e-commerce, crowdfunding, etc. What differentiates us? • ONE-STOP-SHOP. We partner with law firms, immigration service providers, Deel, etc. and attend calls with our clients or their other partners to address all their needs, • Reply to all enquiries within 1 business day, • Provide care and personalized service, • We not only keep our clients' books, we notify them of compliance issues, • Reasonably priced, quality and flexible services... Only pay for what you need.

Over 80% of startups are missing out on billions of dollars in government sponsored programs. Don't be like that. Thanks to the R&D tax credit and Employee Retention Credit programs, startups are getting back tens of thousands of dollars in free money. The preferred partner for leading VC's like The Fund, Capital Factory, and Golden Section Capital, TaxTaker simplifies the process of securing these tax credits and saves startups an average of $55,000 per year. They allow users to quickly get their money so they can focus on what they do best, building awesome companies and changing the world.

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

Wind of The Future is your one stop shop for back office support with startup friendly pricing. Accounting, Finance and Taxes are our core competencies, but we are generalists who can do so much more. We have extensive startup experience and know how to wear many hats. We have experience setting up new legal entities, preparing corporate documents like board resolutions and stock option plans, fundraising and strategic finance. We have run HR and set up employee benefit plans, payroll, compensation benchmarking, employee agreements and performance management.

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

Our mission is to fulfill any talent need presented to us by the client at a lower cost than available alternatives and with more flexibility to fit the client’s needs via StrategyPlus, whether it is a consultant, fractional leader, board member, advisor, contract-to-hire, or a FTE role.

HigherRing is the ethical outsourcing partner for socially responsible companies. We harness business as a force for good and partner with impact organizations to lighten their load and further their purpose. We create remote, impact employment where our team members and clients are valued and supported in their efforts to advance us all toward a more sustainable world. HigherRing is B Corp, Living Wage US certified, climate-neutral, and a 1% for the Planet member. We provide managed fractional, full-time and team support in a variety of service areas such as: • customer + application support • business operations • financial & bookkeeping operations • marketing ops + sales support • ecommerce & wholesale support Our bookkeeping and financial ops team works on all bookkeeping platforms including Xero, QuickBooks, Wave, Sage, Netsuite, Cin7 and spreadsheets. We are proud to be a reseller and partner to Fathom for budgeting, forecasting and scenario planning. We are also partners to HR systems such as Justworks, Gusto, and ADP. We are full-charge bookkeepers specializing in: • accounts reconcilation • bill payment (A/P) • receivables (A/R) • payroll • inventory • budgeting • financial analysis and monthly reporting Most of our financial operations work is deliberately onshore in the U.S., however, if needed we can leverage our teams in Portugal, Mexico and Canada.

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

Simplify Your Finances with Expert CPA Services. Comprehensive bookkeeping, tax preparation, CFO advisory, payroll, and accounts payable solutions—tailored for startups and small businesses.

For individuals, startups, small businesses, and SMEs alike, the right accounting and tax preparation solutions are key to making better decisions and achieving sustainable growth. At the same time, bookkeeping can be incredibly time-consuming and stressful. That’s where our No Stress team can help, offering robust business solutions, tax preparation work, and accounting services in Silicon Beach and beyond.

Tax resolution and tax planning is our specialty

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.

Formation Financial provides finance, accounting, and HR support to early stage companies across many industries. From Series Seed through Series C, we partner with you across each stage to help you reach your company’s greatest potential.

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.

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

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.

RoseRyan is an award-winning Silicon Valley-based Finance and Accounting consulting firm, providing tailored on demand expertise to clients of all sizes—from startups to Fortune 500 companies—across all industries, to accelerate growth and minimize executional risk.