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Gold
finity
finity is a fractional CFO and finance operations partner that helps startups and growth-stage businesses build scalable finance functions. From accounting and FP&A to fundraising, board reporting, automation, and strategic finance, we provide the financial leadership and hands-on execution companies need to grow with confidence.
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
Countabl
Countabl, based in New Orleans, handles bookkeeping, cash management and fractional CFO work for venture-backed startups, owner-run businesses and nonprofits with no finance team of their own. We work in QuickBooks Online. How we work with Brex As a certified Brex partner, we set Brex up for you and run it with you month to month. * Setup: connect Brex to QuickBooks Online, map your accounts and issue cards. * Controls: design approval routing around your org structure, then recommend, set and manage spending limits as you grow. * Bill pay: enter bills, route them for approval and pay vendors on schedule. * Close: review card and reimbursement activity, collect missing receipts, and reconcile everything in the monthly close. Ongoing levels Every client starts with monthly bookkeeping, and each engagement is built from there to fit the business. * Foundation: monthly bookkeeping and reconciliation on cash or accrual basis, a close by the 15th, and a P&L and balance sheet each period. * Active Cash Management: accrual or more complex books plus regular cash oversight, with forecasting, KPI tracking and a monthly written summary of the numbers and what to do next. * Fractional CFO: a named CFO leading the finance function, including capital strategy, raise readiness, investor models and board support. Add-ons and projects * Books and operations: weekly or daily bookkeeping, bill pay, invoicing, payroll (Rippling, Gusto or ADP), and recurring sales-and-use and other state and local tax filings. * Forecasting and planning: cash flow forecasts, rolling forecasts, Long-Range Forecasts, budgets and projections. * Growth and pricing: pricing analysis, go-to-market finance models, KPIs and unit economics. * Raising and borrowing: investor and lender models, use of funds, data room setup. * Board reporting: board reporting setup and board deck support. * Cleanup and systems: historical cleanup, chart of accounts restructures, close process builds, systems migrations, sales tax catch-up. * Cash Clarity Sprint: an entry project that gets the books squared away and paints a clear financial picture of the business, with a forecast built in when you need one. Why Countabl We are boutique by design, with a high ratio of senior operators. We are direct about bad news, and every deliverable is built around the next decision. What we don't do We are not a CPA firm. We do not prepare income tax returns or provide tax planning, audit or attest services.
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
Ledger Labs
The Ledger Labs is a top-tier firm specializing in accounting, bookkeeping, tax planning, controller and CFO advisory services. Established in the year 2014, we are dedicated to delivering practical, sophisticated, and well-structured accounting requirements to small and mid-sized businesses. From a modest start of balancing books in a one room apartment to building a tailored and reliable accounting services model, our journey has had its fair share of ups and downs. Our team that started with just 1 employee in 2014, has expanded to 150+ professionals, each with their own unique skill sets. We provide accounting services to some of the famous businesses and professionals in retail, manufacturing, and other industries. Our clients swear by our dedication and exceptional services. This is evident through our numerous testimonials and words of praise that we are grateful for. We remain deeply committed to building long-term relationships based on trust, reliability, and exceptional quality of service. Quality is the buzzword at Ledger Labs and we believe in delivering the best value to our clients. With our foolproof processes and workflows you can say goodbye forever to errors in your books. Further, our team always stays updated with the latest industry trends and best practices to ensure that we leave no stone unturned in giving you exactly what you need. Our CEO & Founder, Gary is always in touch with our clients from onboarding to delivery making sure that everything goes smoothly. Contact us today to schedule a consultation and discover how we can help take your business to new heights. Let us handle your financial needs, so you can focus on what you do best - running and growing your business.
Gold
FoundersIQ
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
Gold
Alpha Omega Accounting LLC
Tax resolution and tax planning is our specialty
Gold
Rillet
Rillet is an atuomation-first accounting ERP for SaaS, usage and subscription businesses. It is catered to mid-sized companies with sophisticated use cases and in-house finance teams. It has revenue recognition module, invoicing capability and SaaS metrics reporting module built right in. It helps businesses of all sizes (from recently incorporated to later-stage) to automate your bookkeeping and reporting. Journal entries are automated and every number is drillable to the source via native integrations with expense management platforms like Brex and others, payroll systems, CRM platforms and forecasting tools. Rillet was founded by Nicolas Kopp and Stelios Modes, one ex-CEO of N26 US and an influential voice in the fintech ecosystem, one engineer with 15+ years of experience at Shazam and other high growth startups. Rillet is backed by First Round Capital, Susa (Chad Byers), Scott Belsky and Kevin Hartz. Rillet is building the next generation of accounting platform with better AI functionalities and without the restrictions of legacy technology.
Gold
N6 Finance
N6 Finance provides full-service finance and accounting services, allowing real estate owners to outsource their back office and focus on running their business.
Gold
Ablaze Financial, Inc.
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.
Gold
Naveh International Inc
outsourced finance and operations partner for foreign-owned U.S. companies and startups.
Gold
Applegate Monetary Group
Applegate Monetary Group specializes in Cash flow and Back office operations administration for freelancers and startup companies.
Gold
Wise Tax
Unlocking Success, One Ledger at a Time: Where Accounting is Crafted with Precision and Excellence.
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
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
BASECAMP Consulting Group
BASECAMP Consulting Group provides outsourced accounting and finance services for scaling companies with branded consumer products. We specialize in inventory and COGS accounting for companies with omni channel sales in food & beverage, wine & spirits, apparel, and other lifestyle or outdoor sports products. We strive to build a true business partnership with our clients and can scale up our support as your business grows. Having worked with over 100 companies, we will assist you in developing a financial strategy for growth.
Gold
GrowthLab Financial
GrowthLab is a premiere Finance-as-a-Service (FaaS) company that serves Founders and Management Teams with Financial Planning, Accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by providing leadership and execution with their financial management, accounting, and strategic planning functions. Our cloud-based tools and recurring services are built to inform management decision-making. We leverage technology, capital providers, and our awesome team to keep you focused on today’s opportunities, not yesterday’s problems.
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
Echo Park Consulting
Echo Park Consulting helps growing companies choose, implement, and run the right AI-native finance and operations stack - from the general ledger to inventory and billing - so your team spends less time on manual work and more time on the business. As a proud member of The Park Group, a collective of leading digital transformation firms, Echo Park delivers boutique-level precision backed by enterprise-grade expertise. We are the premium implementation partner of Rillet, the AI-native ERP as well as Maxio, the best-in-class AR Automation tool, and DOSS.com, the adaptive resource planning tool. Contact us to help you implement Rillet, Maxio, and/or DOSS in a fast, accurate, and fun way. We use the most state-of-the-art tools to help make our implementations just that: fast, accurate, and fun.
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
Trinity 718
(Website is currently under development. Please learn about Trinity through its founder's LinkedIn profile, Sam Paik: https://www.linkedin.com/in/sampaikcpaandcgma-trinity718/) Trinity 718 is a strategic finance and operations advisory firm serving founder-led businesses in fitness, health & wellness, franchise systems, and consumer brands.
Gold
Officengine, Inc.
Officengine is a full-service finance and operations firm focussed on the unique needs of early-stage venture-backed startups (1-100+ employees). Our packages are designed to offer the experience of an in-house finance and ops team at a fraction of the cost of hiring your own. A sampling of services included in our packages are: * Company formation and maintenance * Accrual accounting, receivables management, and bill pay * HR, payroll, and benefits administration * Tax * Forecasting & budgeting * Fundraising & stock management * CFO advisory
Gold
Profitjets
Profitjets is a technology-driven accounting and bookkeeping firm dedicated to empowering small and mid-sized businesses across the United States. By leveraging advanced financial tools and a team of seasoned professionals, Profitjets delivers tailored financial solutions that promote growth, compliance, and operational efficiency. Our Core Services Are: * Bookkeeping and Accounting Services: * Taxation Services * Virtual CFO Services * Bookkeeping for CPA's Why Partner with Profitjets? * Tailored Financial Solutions: Customized services to meet unique business needs. * Transparent Pricing: Flexible plan pricing customized to your requirements * Data Security: Commitment to confidentiality with zero data breaches reported. * Client Satisfaction: High client retention and satisfaction rates. * Experienced Team: A dedicated team of finance experts supporting your business growth
Gold
Murdock Martell, Inc.
Murdock Martell, Inc. is a leading consulting and recruiting firm that provides Finance, Accounting and HR solutions to established and emerging growth companies. We represent some of the strongest companies in the Bay Area with an emphasis in technology and life sciences start-ups.
Gold
Brainstorm Business Services LLC
✔️Full-Cycle Bookkeeping ✔️Monthly Financial Reports ✔️Accounts Payable & Receivable ✔️Payroll Integration ✔️Catch-Up/Clean-Up Services
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
Chad Shultz, CPA, PA
We provide simple, subscription based accounting services to small and medium sized businesses.
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
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
FinStackk
We provide tech enabled book keeping, tax and compliance services.