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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.
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.
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.
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.
Gold
EisnerAmper, LLP
Large enterprises, privately owned companies, governmental entities, and high-net-worth individuals face near- and far-term operational issues. They turn to EisnerAmper for comprehensive audit, accounting and tax, advisory, and outsourcing services. Most EisnerAmper clients are based in the United States or include domestic business interests of foreign entities. To serve U.S.-based clients with interests in financial services opportunities overseas, we offer the resources of offices in the UK, Israel, India and EisnerAmper Global, with offices in the Cayman Islands, Singapore, and Ireland; as well as the services of Allinial Global.
Gold
Rillet
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.
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
StrategyPlus.io
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.
Gold
Fullridge Advisors
Welcome to Fullridge Advisors, where financial brilliance seamlessly integrates with strategic insight to propel your business towards unparalleled success. In a dynamic business landscape, our commitment is to be the catalyst for your financial growth. Our meticulously crafted services go beyond the conventional, aiming to not only elevate but revolutionize your financial operations. With a keen focus on ensuring compliance, we provide a solid foundation that withstands regulatory scrutiny and aligns with the highest industry standards. We don't just offer services; we forge a partnership dedicated to navigating the complexities of finance and strategy, ensuring your journey to success is guided by expertise, innovation, and unwavering commitment. Welcome to a transformative experience with Fullridge Advisors.
Gold
Open Road Advisory
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.
Gold
House of Bookkeepers
House of Bookkeepers is a trusted global business service provider specializing in bookkeeping, ITIN processing, LLC formation, and fintech account setup for international entrepreneurs. We help non-US residents start, manage, and grow their U.S. businesses with complete financial and compliance support. With experience serving 2,500+ clients worldwide, our team delivers reliable, accurate, and fast solutions tailored to startups, freelancers, eCommerce sellers, agencies, and digital businesses. From company formation to tax-ready bookkeeping, we handle everything under one roof. Our services include QuickBooks bookkeeping, ITIN application assistance, U.S. LLC formation, EIN support, and fintech account setup. We simplify complex processes and ensure smooth business operations for our clients.
Gold
TaxTaker
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.
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
Olive Tree Growth Partners
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.
Gold
MontPac
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
Gold
Sesh
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.
Gold
Inkle
Inkle is a SOC-2 compliant accounting and tax automation platform designed for startups, offering software and services to automate federal and state filings, bookkeeping, and more. These services are on-demand, highly scalable, affordable, and delivered via chat by US-licensed professionals. Brex customers will receive up to $1,000 in discounts and can now redeem Brex Reward Points for Inkle’s services.
Gold
No Stress Accounting
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.
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
Arena CFO
About Arena Your business deserves experienced financial leadership, even if you’re not ready to hire a full-time CFO. That’s why we founded Arena in 2019. At Arena, we give you the control, clarity, and foresight of a full finance department at a fraction of the cost. Our fractional CFOs become an extension of your leadership team, helping you understand your numbers, protect your cash flow, plan for growth, and make confident decisions as your business scales. Behind them, our accounting team keeps your books clean and on time, handling transaction coding, reconciliations, and month-end close so you always have accurate data to work from. We offer three core services: * Fractional CFO Services: Strategic financial leadership, forecasting, KPI reporting, and support for key milestones like raising capital, evaluating acquisitions, and preparing for an exit. * Accounting Services: Disciplined, accurate day-to-day accounting that integrates directly with your CFO and planning work. * COO and HR Services: Fractional operational and people leadership to help your business run smoothly as it grows. You can work with us on a fixed project, for interim support, or on an ongoing basis, whatever fits your needs. We serve businesses of every size and in every industry. Our standards are high. Only a small percentage of CFO candidates make it onto our team, and every one goes through rigorous testing, case studies, background checks, and training in our proprietary methodology. Ready to operate with financial clarity? Visit us at arenacfo.com to take our free Business Health Assessment or book a strategy call with our team.
Gold
Afternoon.co
Afternoon.co is all-in-one back-office platform for bookkeeping, state compliance, income and sales taxes built specifically for founders.
Gold
Aurora Delmont Inc.
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.
Gold
Onside Accounting & Tax
Onside is a high-touch finance partner purpose-built for tech startups. Onside blends exceptional client service with accounting, tax advisory and CFO expertise, supporting founders from pre-seed to Series C across the US and UK. We understand the pace and pressure of scaling and operate alongside founders as an embedded finance partner.
Gold
FinStackk
We provide tech enabled book keeping, tax and compliance services.
Gold
Abilene
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.
Gold
Chad Shultz, CPA, PA
We provide simple, subscription based accounting services to small and medium sized businesses.
Gold
rainfactory.com
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.
Gold
Finsuite Consulting Group Inc.
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!
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
FintechForce
Leading a boutique financial management firm that specializes in building tomorrow's Fintech unicorns today. We provide Accounting, Tax, FP&A, and CFO services to support the fastest growing Fintech companies in the world.