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Gold
Island Waters Accounting LLC
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.
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
The Brazen Path
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.
Gold
Lisan Finance Inc
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)
Gold
Median
Median (MedianFi.com) is the finance team for owner-led businesses and US startups. Most owners get their books back weeks after the month they describe, once the decisions have already been made. Median works the other way around. Your bank, card, payroll and billing feeds map into a general ledger, AI categorizes and posts transactions every business day, and an accountant who knows your business reviews the exceptions. Your books stay current, so when you need a number you get it the same day you ask. Clean books are the foundation of the work, not the finished product. The questions owners actually ask are which clients, products and people are profitable against what they cost, how much more can go out this month before margin drops below target, where the money went and what changed, and how much runway is really left. We build the reporting and analysis that answer those questions on top of your live numbers, and keep them in front of you every month, so nobody is rebuilding a model in a spreadsheet the night before a board meeting or a bank call. We hire accountants and we build our own software. The software carries the volume that used to be a full week of somebody's data entry, and the accountant on your account carries the judgment, catches what the automation gets wrong, and is one message away in Slack, email or text. You always know the name of the person doing your books. We work in QuickBooks Online or Xero, or we can move you onto the platform we built, which runs the ledger and gives you a dashboard of the metrics and reports we build for your business. Migration is free and the price is the same either way. Pricing is metered on your actual financial accounts and transaction volume, so the bill tracks the work your books take rather than a headcount or a tier you have outgrown. Engagements are month to month with no term commitment. Our clients are startups and owner-led businesses: SaaS and AI companies, agencies, consultancies and studios, e-commerce, and professional services firms, including US entities whose founders live outside the country. We keep the books and coordinate the return with the preparer who signs it, so the filing is built from books that are already current rather than reconstructed at year end. By Median Labs Inc.
Gold
Wise Tax
Unlocking Success, One Ledger at a Time: Where Accounting is Crafted with Precision and Excellence.
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
Afternoon.co
Afternoon.co is all-in-one back-office platform for bookkeeping, state compliance, income and sales taxes built specifically for founders.
Gold
Scale Pro Advisors
ScalePro Advisors is a full-service virtual accounting firm, offering bookkeeping, accounting, budgeting, cash flow forecasting, performance analysis, management reports, and CFO advisory services. ScalePro Advisors was founded in 2024 to help business owners scale their businesses through accurate and timely financial reporting, business insights and fractional CFO advisory services. Our mission is to bring the financial capabilities and best practices typically reserved for large corporations into the hands of small business owners.
Gold
CW Business Advisory
We are a fractional CFO service offering end to end accounting and finance solutions. We help entrepreneurs scale their business by translating complex financial information into valuable business insights
Gold
Launch Finance LLC
Launch Finance understands your needs at every stage of growth and development. We offer a broad range of experience and knowledge from working with top tier venture firms as well as successful startups. We add value inception to exit.
Gold
Capture M Agency
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.
Gold
Digits
Digits is accounting, reimagined. Picture clean books, powerful insights, and intuitive reports all delivered right as the month ends (not 2-3 weeks late!) at half the cost of any traditional firm. Digits has built the first modern accounting platform in 20+ years, designed from the ground up to automate bookkeeping and accounting for tech-forward businesses. Pairing cutting-edge AI with expert US-based CPAs, we provide full-service accounting to Pre-Seed to Series B companies. Digits was founded in 2018 and is backed by $100M in funding from Benchmark, GV, Softbank, and 70+ angels.
Gold
Withum
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.
Gold
KongBasileConsulting
Managing the finances of a startup can be daunting, but your business can thrive with the right financial consulting firm. At KongBasileConsulting, we specialize in working with startups and small businesses, providing expert advice and comprehensive services to help you achieve your financial goals. Our comprehensive services include, but are not limited to: * Financial statement analysis to understand your financial performance * Budgeting and forecasting to plan for the future * Financial modeling to make informed decisions We're more than just a consulting firm - our team is composed of industry experts who have extensive experience working with startups and small businesses and understand the specific industry you operate in. Our proven track record of success and qualified team members holding relevant certifications and designations ensure that you receive expert advice. Don't let financial management stress you out. Contact us today at KongBasileConsulting and let us help you achieve your financial goals and set your business up for success!
Gold
Accounting Fortress
Welcome to Fortress Accounting! We are a team of experienced financial professionals who specialize in providing accounting and finance services specifically tailored for startups. Our range of services includes CFO/controller services, bookkeeping/accounting, and Tax. We understand the unique financial challenges that startups face, particularly those in the series seed to series C stages, and we have extensive expertise in industries such as SAAS, Web3, FinTech and Healthcare. Trust us to help you achieve your financial goals and propel your startup to new heights. Let's work together to accelerate your startup's success!
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
Bookkeeper360
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.
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
CFO Advisors
CFO Advisors is a leading Fractional CFO provider, specializing in partnering with Artificial Intelligence startups. Our founder-first philosophy and ownership mindset are central to our approach, from reading hundred-page whitepapers on our client’s industries to attending technical AI conferences, we are relentlessly focused on staying at the forefront of industry and “earning the right” to advise our clients.
Gold
XBS Express Business Solutions
At XBS Express Business Solutions (XBS Atlanta), we help SMEs (small-medium sized entities) navigate SBA loans, federal grants, and private equity investments to obtain more working capital and revenue-generating assets to scale right now!
Gold
Naveh International Inc
outsourced finance and operations partner for foreign-owned U.S. companies and startups.
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
Alpha Omega Accounting LLC
Tax resolution and tax planning is our specialty
Gold
Vistra
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
Gold
Truewind
Truewind: AI-Powered Bookkeeping and Accounting Services for Startups and Small Businesses Truewind combines AI and expert CPA support to simplify bookkeeping and accounting for startups and small businesses. We offer high-quality services at an affordable price. Our unique approach guarantees meticulous financial management, allowing you to concentrate on growth. With Truewind, you have a dependable partner dedicated to your financial well-being and success.
Gold
Streamlined Financial Processes Inc.
Top tier finance & accounting professionals to help you build a scalable and sustainable finance function. Our finance & accounting professionals save you time and relieve the stress of investor reporting reporting. Our team prepares insightful financial reporting to help you understand your business and impress your investors.
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
CoCountant
CoCountant delivers controller-led bookkeeping and accounting for startups and growing businesses. Every client gets a dedicated controller and bookkeeping pod, real people who learn your business and stick with you. We close your books fast, sign off on GAAP-ready statements, and make sure you actually understand what changed and why. We work with startups, agencies, nonprofits, and growing teams across the U.S. Whether it’s payroll, bill pay, AR, cash flow, or budgeting, we take the messy parts of finance off your plate and give you clarity you can run the business on. With CoCountant, you don’t just get bookkeeping. You get clarity, insight, and control.
Gold
Browne Consulting
Browne Consulting is a specialized provider of Operational Accounting, Finance and tactical HR support to early‐stage life science companies. Our team of seasoned professionals bring a wealth of experience to advise and support companies at every stage, from pre‐seed to Series A and beyond. We work primarily with companies incubated and funded by premier life science venture capital firms. As a result, we have a deep understanding of the needs of sophisticated investors and, more importantly, how to partner with our clients to help them execute on those needs. With Browne Consulting, you can count on expert guidance and support as you navigate the complex financial and HR challenges that come with scaling a life science company.