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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.

Lisan Finance provides global CFO services (accounting, HR, taxes, etc) for Tech companies. We bring over 25 years of experience in the Tech industry, helping our clients grow from the first rounds of fundraising, to exit or M&A transactions. We help foreign entrepreneurs setting up and running their operations in the US. We manage many US subsidiaries with a very dedicated team located in Paris, New York and San Francisco, We also support the international expansion of our clients in others countries (such as Canada, UK, EU, Australia, etc)

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.

We're a team of seasoned finance leaders who partner with early and growth-stage companies as their outsourced FP&A and corporate development teams. For FP&A, we assist startups in building operating models, budgets, long-range plans, scenarios, ad hoc models, forecasts, and reports. We collaborate closely with our clients' accounting teams to ensure smooth monthly book closures. In corporate development, we help clients prepare for capital raises and M&A activities by developing investor models, crafting investor presentations, and setting up data rooms. Throughout the fundraising or M&A process, we support founders in managing the process, evaluating term sheets, and modeling offer scenarios. Drawing from backgrounds in venture capital, private equity, and investment banking, we offer a nuanced perspective rooted in extensive industry experience.

Founded by Justin McLoughlin in partnership with Puzzle.io, DropAnchor builds on the expertise developed when Justin founded airCFO, a Fractional CFO firm that has supported over 350 tech startups since 2014. With over a decade of experience, we specialize in the unique accounting needs of tech startups, including fundraising, equity management, and more.

We provide simple, subscription based accounting services to small and medium sized businesses.

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”.

Zeroed-In Consulting is a California-based, full-service accounting firm that specializes in technical and outsourced accounting solutions. The company is dedicated to helping businesses navigate the rapidly evolving financial landscape by offering a suite of services that includes: • Technical Accounting: Helping clients manage the complexities of US GAAP reporting so they can avoid the pitfalls of traditional, error-prone financial processes. • Audit and Transaction Readiness: Preparing companies for rigorous audits, reviews, and due diligence processes, ensuring compliance and financial integrity. • Outsourced Accounting: Providing scalable support to supplement or entirely manage a company’s accounting function, allowing leaders to focus on core business activities. • Transformation Services: Driving efficiency and innovation through automation, business intelligence, and process optimization, enabling organizations to do more with less. At its core, Zeroed-In Consulting is built on a collaborative approach. The firm works closely with each client to assess current accounting systems, identify areas for improvement, and develop customized action plans—all delivered with a focus on efficiency, transparency, and innovation. By blending deep accounting expertise with modern technological solutions, Zeroed-In Consulting empowers businesses to not only keep pace with regulatory changes and technological advancements but also to position themselves for long-term success.

Franco Blueprint, Inc. is a strategic accounting, back-office, and fractional CFO advisory firm helping founders, creatives, cultural entrepreneurs, and growth-stage businesses build strong financial foundations. We translate vision into financial architecture. Through our proprietary Blueprint4Success™ framework, we design clear, scalable accounting systems that give founders real visibility into where their business stands today — and where it's headed next. Our services include: • Fractional CFO advisory and strategic financial leadership • Accounting system setup, bookkeeping oversight, and monthly reporting • Cash flow modeling, forecasting, and capital allocation strategy • Payroll administration and multi-state compliance (ADP partner) • Corporate compliance, sales tax, and regulatory frameworks • Multi-state and international structuring (US, Dominican Republic, Puerto Rico) • Investor and lender readiness preparation We work especially well with founders who are scaling, raising capital, navigating cross-border operations, or ready to move from financial confusion to clarity. With 25+ years of corporate finance and compliance experience, we bring the rigor of a seasoned CFO and the cultural fluency to truly understand the businesses we serve. Partner. Plan. Grow.

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.

At FoundersIQ we work with VC backed startups to provide fractional CFO and accounting services, tax filing support, sales consulting, and fundraising assistance. We’re redefining the way businesses approach financial strategy and execution. As a leading provider of Fractional CFO and Accounting services, we specialize in delivering high-impact financial insights and solutions that empower startups, VCs, and established companies to scale efficiently. Revolutionize your approach to finance with innovative solutions tailored to your future goals. Our innovative approach combines cutting-edge technology with personalized service to simplify financial complexities and drive meaningful outcomes. We work closely with each client to understand their unique challenges, offering solutions that scale as you grow. At FoundersIQ, we are more than financial consultants—we are your strategic partners, committed to guiding your business through every stage of growth. Let’s build the future of your business, together

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.

AKcounting is a bookkeeping firm that can scale its services to meet your needs, from day-to-day operations to fractional controller support. With a mission to simplify finances and empower clients to make informed decisions, AKcounting offers a comprehensive suite of services, including bookkeeping, payroll, AP/AR management, financial reporting, budgeting and forecasting, and cash flow management. By emphasizing transparency, accuracy, and proactive financial strategies, we help clients achieve both clarity and growth. Our team is committed to staying current with industry regulations, ensuring compliance, and delivering valuable insights that support each client’s unique financial goals.

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.

Accounting and financial services for Film & TV Producers and Content Creators. We help creatives make nimble, confident and profitable decisions.

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.

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.

In a world were many of us feel uncertain, adrift, and isolated, Honestly Bookkeeping wants to provide a safe harbor for you, our clients. The lack of financial education in school means most business owners either need the confidence and tools to figure out financial management by themselves or they need the support of a professional. We are these professionals. We believe everyone deserves the feeling of financial security. We do this everyday by helping owners with a portfolio of businesses to stabilize, strengthen, and create sustaining financial systems. Through this approach we make sure you have the bookkeeping support necessary to create foundational and forward thinking processes & systems, allowing you to make informed decisions about your business(es). • The focus on systems and processes creates consistency in your experience, which then creates consistency for the nervous system, which in turn creates a sense of security and consistency within you. • By focusing on foundational and forward-thinking processes, we are creating confidence that the basics are covered, while also being proactive instead of reactive (where a reactive state keeps the nervous system in a state of uncertainty and lack of safety). • The focus on using the bookkeeping to make informed decisions for the business again moves to a proactive space; this creates the experience for you of being capable and seeing how to affect meaningful change within your business. This in turn creates the feeling of safety because you are active instead of the acted upon. Who shouldn't work with Honestly Bookkeeping? • If "hustle, grind, execute" is your mantra. • If you don't believe you are worthy of money or have financial trauma - we are not financial therapists (but check out Dawn or Agnes) • Anyone with HIPAA compliance (we're not looking to become the case law in the grey area of this). • Gary V, Tony Robbins, or “Guru”s are your influencers. Who is a good fit? • The "do you believe this" section gave you excited shivers. • You've been in business (in this venture or a previous one) for at least 5 years. • You know where your expertise starts and ends and trust us to know the same for our expertise. • You're ready to use your money in smart, long-term ways and sustain your business for many years to come. • Understanding finances may not be your strong suit, but you're willing to engage in the process (instead of mimic-ing an ostrich). • Systems, mutual agreement, and co-operative workshopping are your jam.