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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.

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.

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!

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.

Island Waters Accounting is an AI-first fractional CFO and Client Advisory Services firm based in Peoria, Arizona, serving growth-stage founders on monthly retainers. We turn financial complexity into clear, survivable decisions for the founders who need it most. We specialize in four industries: Healthcare and Biotech, Pharma, Pharmacy, and Technology (AI). These are capital-intensive, regulated, milestone- and runway-driven businesses led by brilliant technical founders who are often financially unsophisticated and understandably anxious about what the numbers reveal. We are equally happy to serve a strong-fit client in any industry where we can deliver real value. Founder and CEO Shawn Elliott brings 23-plus years of senior finance experience, including two private equity exits: scaling The Apothecary Shops and Avella Specialty Pharmacy from roughly $50M to $500M in about five years, and building Integrity Rx from $0 to roughly $50M in about 4.5 years. He also supported a pharmaceutical client's monthly close and accrual accounting as that company scaled toward a public offering. Our service tiers span the full company lifecycle: • Discover and Embark: squeaky-clean books, bank reconciliation, accrual accounting, and clear monthly reporting. • Launch, Scale, and Exit: CFO-level partnership including forecasting, 13-week cash flow, KPI dashboards, board- and investor-ready reporting, and transaction support through a raise, a lender relationship, or a sale. Clients graduate up as they grow, so the relationship deepens rather than resets. What sets us apart: AI-amplified senior judgment at a fraction of the cost of a full-time CFO or VP of Finance (commonly $250K to $450K or more all-in), genuine depth in regulated verticals, and full lifecycle coverage including the exit phase most firms under-serve. The machine drafts, the Principal signs, and nothing reaches a client without human review. We work in Brex, QuickBooks Online, Maxio, Tabs, and Xero, and connect natively to client systems. Our values are simple: calm in the storm, character when no one's watching, and we advise, you decide. It is your business and your call. We are here to help you do what you do best, which is grow your business. Learn more at islandwaters.ai.

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.

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.

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.

✔️Full-Cycle Bookkeeping ✔️Monthly Financial Reports ✔️Accounts Payable & Receivable ✔️Payroll Integration ✔️Catch-Up/Clean-Up Services

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.

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.

We provide tech enabled book keeping, tax and compliance services.

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.

Neubase provides US incorporation services to non-US residents, bookkeeping, and ongoing compliance support.

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

At Alta Advisors, we deliver expert Fractional CFO, strategic finance, accounting, and capital raising services to high growth venture-backed startups in deeptech, hardtech and applied AI across a variety of industry verticals. Our commitment to excellence is characterized by our rigorous approach to all things financial, ensuring our clients receive the highest level of support and guidance as they navigate the complexities of scaling their ventures.

N6 Finance provides full-service finance and accounting services, allowing real estate owners to outsource their back office and focus on running their business.

Arman Zand has more than 26 years of experience in technology and venture finance. He is a Venture Partner at Tribe Capital where he helps early stage portfolio companies with all facets of finance. He was most recently CFO at Zeni.ai, a Series B AI finance and accounting startup. Prior to Zeni.ai, Arman was CFO at Prodigy which was acquired by UPST in 2021. Arman is an angel investor and advisor to banks, venture capital firms, and their portfolio companies. Arman started his career at Silicon Valley Bank in the US, India, U.K, the Middle East, and Asia, helping expand the bank globally over a 15 year year span. Arman speaks conversational Mandarin Chinese, Spanish, and Persian. He is a part-time professional faculty member at the Haas School of Business, UC Berkeley, his alma mater.

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.