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Gold
Chelsea Capital
From managing day-to-day accounting to securing financing for growth, Chelsea Capital offers comprehensive financial services that simplify your workload and maximize your results. * Accounting: Stay on top of your books with precise and reliable accounting solutions. * Tax Services: Keep more of what you make, and eliminate tax stress, so you can focus on building your business. * CFO Services: Strategic financial support to drive your business growth. * Financing: Secure the funding you need with confidence and ease. * IRS Notices: Quick resolutions to protect your finances and your peace of mind.
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
Arman Zand CFO
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.
Gold
FinStackk
We provide tech enabled book keeping, tax and compliance services.
Gold
Honestly Bookkeeping
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.
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
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
MyStartUpCFO
At myStartUpCFO, we specialize in working with young companies (0-50 employees, $0-$10M revenue). We offer a full-stack CFO office to startups on a fully flexible basis -- from day to day bookkeeping based on US GAAP / accrual based accounting to help with financings, Board / investor management, budgeting and planning, compliance, taxation, etc. We go beyond the bean counting. We help our clients set up a seamless back-end system, fine-tune the revenue model, and help identify what indicators to track and help CEO's focus on the numbers that matter -- CAC, LTV, conversion rate, cash burn, spending pattern, etc. We have helped our clients raise ~$6.6B in equity and debt financings.
Gold
Wise Tax
Unlocking Success, One Ledger at a Time: Where Accounting is Crafted with Precision and Excellence.
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
Donnelly-Boland & Associates
Donnelly-Boland and Associates is a woman-owned CPA and management consulting firm that has supported startups, small businesses, nonprofits, and individuals for over 30 years. With over 100 employees, we have a depth of resources to provide a wide range of services. We are professional yet flexible, and have a commitment to consistent improvement for ourselves as well as our clients. Whether you're running a cutting-edge tech company, a coffee shop, or even a large non-profit, know that we have been there and we can help!
Gold
Alta Advisors
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.
Gold
POWER CFO
POWER CFO provides fractional CFO and strategic finance support to owner‑operated manufacturing and construction businesses navigating growth, complexity, and transition. We work closely with founders, controllers, and operational leaders to turn financial data into decision‑ready insight and disciplined execution. Our engagements focus on margin improvement, labor and overhead visibility, cash flow management, and exit‑readiness—connecting day‑to‑day operations to the financial drivers that matter most to long‑term enterprise value. POWER CFO acts as a true partner to leadership teams, helping businesses scale profitably, reduce risk, and prepare confidently for future ownership, equity, or succession events.
Gold
Bright Giraffe Business Services
Our Belief: Growing businesses deserve a finance department long before they’re ready to hire one. As your business grows, so do the financial demands that come with it. Hiring an in-house finance team isn't always practical, but operating without one can slow growth. That's where Bright Giraffe comes in. We become an extension of your team, providing the financial expertise and operational support growing businesses need to scale with confidence. HOW WE CAN HELP * Bookkeeping * Accounting Operations * Accounts Receivable & Payable * Payroll & HR * Controller Services * Fractional Finance & CFO Support OUR MISSION To become an extension of your team, so you can focus on growing your business.
Gold
Crunchfirm
From the early days of your entrepreneurial journey, Crunchfirm is your startup CFO with an on-demand team on hand. Rather than bringing on a single full-time CFO, leverage our full-stack brain trust, exclusively serving US based, VC-backed startups. Our collective brain trust makes up the full-stack Crunchfirm Experience and is deeply experienced in multiple verticals, including SaaS, eCommerce, Platforms, Hardware, Software, and FinTech.
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
Trivium, Inc.
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.
Gold
WilkinGuttenplan
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.
Gold
The Bottom Line Bookkeeping LLC
The Bottom-Line Bookkeeping LLC is owned by twin sisters with over 25 years of experience in Accounting and Management. We serve medium-sized clients across the nation, offering comprehensive outsourced bookkeeping, accounting, and financial services. Our mission is to support our client's success by handling essential bookkeeping tasks that ensure financial stability. Maintaining accurate and up-to-date bookkeeping and accounting records is vital for every business. Regularly updated financial data empowers companies to make informed decisions. Through our CFO services and a custom interactive dashboard, we help clients optimize their savings and gain valuable financial insights. Call us today at 786-853-3434 or email us at Carolina@thebottom-line.com
Gold
VC CFO
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.
Gold
Ravix Group
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.
Gold
Wind of The Future
Wind of The Future is your one stop shop for back office support with startup friendly pricing. Accounting, Finance and Taxes are our core competencies, but we are generalists who can do so much more. We have extensive startup experience and know how to wear many hats. We have experience setting up new legal entities, preparing corporate documents like board resolutions and stock option plans, fundraising and strategic finance. We have run HR and set up employee benefit plans, payroll, compensation benchmarking, employee agreements and performance management.
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
MCA Inc
MCA Inc. is a full service accounting and tax firm located in Philadelphia, PA. Our mission is to make accounting easy through the implementation of accounting tools and technology.
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
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
Afternoon.co
Afternoon.co is all-in-one back-office platform for bookkeeping, state compliance, income and sales taxes built specifically for founders.
Gold
Attivo Partners LLC
With our fractional CFO and accounting services, we help founders navigate the complexities of company building through all stages of the journey - raising capital, building business models, operationalizing for scale, and achieving successful exits. We provide comprehensive accounting and strategic financial services to startups. In our accounting practice, Attivo builds the foundation that supports agile and effective financial decision-making. On the strategic finance side, our CFOs are experienced leaders who partner with founders to build lasting business value through each stage of growth. Launch Employee On-Boarding Payroll & Benefits Accounting Systems Financial Statements Vendor Payments Cap Table Management Compliance Filings Cash Runway Product-market fit Business Modeling and Forecasting Management Reporting KPIs, Dashboards, and Metrics Board Reporting Billings and Collections Accounting Policies International Accounting GAAP Accounting Venture Debt Go-to-market Bank Relationships Fundraising Technical Reporting Growth Capital Funding Revenue Recognition Unit Economic Analysis Sales Tax Scale Audit Relationships & Support Acquisition Due Diligence Asset Based Lending ERP On-going Team Structure Financial Recruiting M&A Due Diligence
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
Fractional Tax, Inc
Fractional Tax is a leading tax and accounting firm. We offer tax and accounting service solutions to a wide-variety of clients. Our growing team allows us to give a hands on approach to each client while focusing on ways we can leverage their situation. Big firm capabilities, small firm feel. We offer individual services or service packages: * Personal and business returns * Entity formation and dissolution * Foreign-owned businesses filings * Full service accounting and bookkeeping * BOI reports * ITIN * and more! We offer free consultation meetings to talk through your situation and see what's right for you! We specialize in empowering non-US businesses, innovative startups, and creative entrepreneurs to establish and thrive in the US market. We create tailor-made solutions for unique business challenges in the US market. With personalized access to our CPA’s and tax professionals, mentorship, and affordable bookkeeping, we want to help you thrive. Please visit our website for testimonials and updates!