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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.

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”.

Accountalent is the Go-To tax and accounting solution for 5,000+ Startups. As trusted tax and accounting experts focusing solely on startups, they are here to make your finances easy to understand. Their focus is on income tax compliance, R&D Credits, and bookkeeping. For more information, please visit Accountalent.com. Brex customers new to Accountalent are entitled to a $500 discount on first-year services.

At Capture M, we are more than just a movement - we are a source of inspiration, empowerment, and information for individuals looking to embark on their entrepreneurial journey. Our mission is to ignite the spark of ambition and determination in our clients, providing them with the tools, resources, and support they need to bring their business ideas to life. We pride ourselves on putting plans into motion that not only inspire positive change but also foster outstanding compliance and evolution within the entrepreneurial landscape. Our tailored approach is designed to move individuals and businesses towards success, guiding them through the intricacies of starting and growing a business in a manner that is honest, meaningful, and impactful. Beyond business, we are moved to make a difference in the lives of those less fortunate, helping them migrate to a better lifestyle through our support and guidance. We strive to motivate and empower individuals from all walks of life, encouraging them to pursue success through ethical means, thereby creating a ripple effect of positivity and prosperity in their communities. Join us in this movement, as we work tirelessly to empower and uplift individuals, businesses, and communities, one venture at a time. Together, let's capture the essence of entrepreneurship and turn dreams into reality.

Fuelfinance is a financial planning and analysis solution combining technology and a CFO service to help founders grow their businesses. Spend only 1 hour per week monitoring your KPIs on a dashboard. And a dedicated CFO will help you to make all the decisions. What is Fuelfinance? • Financial planning, modeling and reporting. Fuel automates all data collection and provides best practice reports and dashboards for your specific financial challenges and business model. • All-in-one-dashboard. Fully customizable and tailored for you. We use best practices based on our experience with 100+ startups and recommend which KPIs you should focus on. • Dedicated fractional CFO. Our ACCA and CPA-qualified financial experts from firms like PwC, Deloitte, Cisco, etc. will analyze your reports and KPIs and create custom financial forecasts. Plus, you'll have weekly calls and continuous support through the Slack channel.

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.

Trivium is a Finance, Accounting, Human Resources, ERP and Tax consulting firm offering early-mid stage companies strategy consulting as well as support ranging from administrative to CFO level expertise. We provide tailored packages that scale to the needs of our clients. We partner with clients to manage all non-technical requirements, freeing up time and resources which can be spent on product and service development, while reducing cost and providing flexibility. ‍ Trivium was founded in 2009 with the mission to support entrepreneurs and executives with corporate strategy and execution. We do this by offering a number of flexible support models serviced by experts in their respective fields. Since then we've grown organically through referrals and repeat clients. We value the importance of being a good corporate citizen, and as such, we constantly hold ourselves to the highest ethical standards both in the workplace and outside of it.

Ravix Group is a leading provider of outsourced finance, HR, and advisory services built for high-growth companies. Since 2000, we’ve helped hundreds of venture-backed startups, nonprofits, and public companies scale with confidence. Our team is made up of former operators, CFOs, controllers, and HR pros who get what it means to move fast—and stay smart. Whether you need day-to-day support or expert guidance during critical transitions, we’re here to keep your business running smoothly. Our Services: • Operational Accounting – Bookkeeping, AR/AP, and monthly close • FP&A – Forecasting, budgeting, and fractional CFO support • Technical Accounting – Audit prep, SEC reporting, and technical memos • HR Consulting – Onboarding, handbooks, audits, RIFs, and more • Payroll Management – Setup, operations, and compliance audits • Advisory Services – Liquidations, wind-downs, turnarounds, and escrow management We partner with companies at every stage—from pre-seed to IPO—and across industries, including SaaS, fintech, healthtech, consumer, and beyond. Let’s build something great together.

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.

Withum is a forward-thinking, technology-driven advisory and accounting firm providing a comprehensive range of services, including audit and assurance, tax, advisory, technology, and risk advisory. Our services cater to businesses of various sizes, from small and mid-sized enterprises to large corporations across different industries such as technology, retail and manufacturing, life sciences, real estate, financial services, etc. Withum’s Technology and Emerging Growth Services Practice has a deep level of experience relating to all of the issues and opportunities that arise within the E-Commerce ecosystem. Our team of industry experts understands the challenges your company faces, from expansion and M&A opportunities to inventory management and sales tax complications, and can help you with your compliance, accounting and advisory needs while you build toward your goals and innovate for the future.

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.

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.

Using an innovative, balanced approach to taxes we help our clients look outside the box and plan where they want to go while we assist in finding ways to make it happen.

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

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.

Fondo is an all-in-one accounting platform backed by Y Combinator that makes Bookkeeping, Tax, and Tax Credits easy for startups. Know your burn rate, runway, and financial details to make important company decisions. Getting your books closed and filing your taxes can also have an ROI. Fondo can help you identify and claim various tax credits that can help extend your startup's runway. We're offering $1,100 off to Brex customers.

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.

Leyton is a consulting firm that specializes in helping businesses identify and maximize tax incentives and credits, particularly in areas such as research and development (R&D) tax credits, cost segregation studies, Energy Efficiency (179D, 44L, ITC), Grants and State and Local Tax. They work with companies across all industries to optimize their tax positions and improve cash flow through these financial strategies.