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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.

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

(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.

Fractional CFO services for Sports & Fitness startups

Furey is the accounting, finance, and payroll partner for venture-backed startups. We build solutions that combine the best guidance and the smartest technology to help companies make informed decisions and move forward confidently. Our clients—high-growth companies across industries—have raised nearly $2 billion in funding to date. Furey is entirely founder-owned and proud to employ a multidisciplinary team across across accounting, engineering, and creative fields. We share a passion for building client relationships that drive impact through efficient, complete, and scalable processes.

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.

Escalon Services: Your Trusted Partner for Comprehensive Business Support Escalon Services is a leading provider of essential business services, specializing in helping startups and high-growth companies manage their operational complexities with ease. From accounting and payroll to HR and tax compliance, Escalon offers a full suite of solutions tailored to your business needs. With a team of experts dedicated to delivering accurate, timely and reliable services, Escalon takes the administrative burden off your shoulders, allowing you to focus on your business dreams and growth goals. Trusted by hundreds of companies globally, Escalon is committed to providing scalable solutions that evolve with your business, ensuring you stay ahead in today's competitive market. Whether you're looking to streamline your financial operations, manage HR efficiently, or ensure tax compliance, Escalon Services is your go-to partner for driving success and sustainable growth. Start-Ups and high-growth companies use Escalon for: 1) CFO Advisory, fractional CFO 2) Fundraising prep: Clean-Ups, Revenue Model, and Investor Deck/Data Room 3) Monthly Reporting and Bookkeeping 4) Tax compliance and tax credits 5) HR Setup: Payroll, Benefits, employee handbooks, onboarding/offboarding 6) Recruiting

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.

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.

Formation Financial provides finance, accounting, and HR support to early stage companies across many industries. From Series Seed through Series C, we partner with you across each stage to help you reach your company’s greatest potential.

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)

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.

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.

Pilot handles your startup’s finance, accounting, and tax prep needs, so you can focus on what matters most—building your business. When you work with Pilot, you have a team of US-based accounting experts and fractional CFOs ready to support you at every stage of your company. They're the largest startup accounting provider in the world, and work with 1000+ startups today from pre-seed to Series D.

Leading a boutique financial management firm that specializes in building tomorrow's Fintech unicorns today. We provide Accounting, Tax, FP&A, and CFO services to support the fastest growing Fintech companies in the world.

Gelt is the modern tax company built for businesses, high-income earners, and savvy investors. Using expert CPAs and proprietary technology, we simplify the complexities of tax strategy, planning and filing with a personalized approach that optimizes your tax situation. We're with you every step of the way, not just during tax season, offering business owners and HNWI: * Tailored tax strategies to minimize liability and maximize deductions * A tax management platform to keep you in control year-round * End-to-end compliance for both personal & business income taxes—no surprises * Ongoing consultation with expert CPAs that keep you optimized Reach out to learn more and check if you qualify

Accounting Managed Services firm specializing in outsourced bookkeeping, payroll management, and Accounting optimization.

Unlocking Success, One Ledger at a Time: Where Accounting is Crafted with Precision and Excellence.

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

MontPac is an outsourced accounting and financial management firm with personnel in the US, UK, and the Philippines, a home to highly qualified and skilled accountants. MontPac’s 300+ employees serve clients in the US, Canada, the UK, Hong Kong, & Singapore. Our clients work in a diverse range of industries, and we specialize in startup, SaaS, and property management accounting. We provide high quality, cost effective, and scalable accounting with an emphasis on exceptional client service. We take care of your back office so you can focus on product development and customer acquisition. You become diligent ready as we provide timely and accurate financials and board reporting. "Monty and his team has worked with me for more years, and across more startups, than I care to admit. I consider him my secret weapon in finance." --Jason Lemkin, CEO @ SaaStr

We provide tech enabled book keeping, tax and compliance services.

Finops.Company is a finance and strategy consulting firm that provides dynamic, high-impact fractional CFO services tailored to startups, agencies, and global businesses. With over 15 years of experience and more than 1,000 clients served, we offer a rare combination of executive-level financial leadership, operational insight, and hands-on execution. We help businesses grow with confidence by providing: * Fractional CFO Services – Embedded financial leadership to guide strategic decisions, optimize operations, and drive long-term success. * Financial Planning and Forecasting – Robust, data-driven models that support scaling, scenario planning, and investor communications. * GAAP-Compliant Financials and Audit Readiness – Accurate statements and audit support that withstand scrutiny from boards, auditors, and investors. * Investor Relations and Fundraising Support – Clear financial storytelling and metrics that build credibility with VCs, angels, and institutional investors. * Tax Strategy and Compliance – End-to-end U.S. and international tax services that ensure accuracy, timeliness, and full regulatory alignment. We’ve guided clients through everything from seed rounds to complex M&A, from startup launches to international expansion. Whether you're preparing for your first audit or scaling to $ 100 M+ in revenue, Finops.Company brings the expertise and structure to get you there—faster and with fewer risks.

Cru Accounting provides fractional controller and outsourced accounting services for startups and scaleups. We combine modern automation with hands-on, expert support to deliver clean books, real-time financial visibility, and the strategic guidance growing companies need without the cost of a full-time hire. From bookkeeping to CFO-level insights, we scale alongside your business

Countabl is a tech-enabled service that creates the experience of a full financial team for the cost of a part-time employee. Our virtual workforce of bookkeepers, accountants, and financial analysts integrate remotely with startups, small businesses, and non-profits to build and maintain strong financial management practices from day one - through growth and scale. We founded Countabl after working in public accounting service lines like forensics, transaction advisory, and consulting where all of our clients had messy books and struggled to afford our steep hourly fees. These were people who were pouring their lives into a venture and had no idea what their effort was worth. With today's technology, we are compelled to change that. The future is Countabl.

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.

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

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.

The Ecommerce Accountants - Name says it all.... Our firm provides Accounting, Income Tax Compliance, Tax Planning, Sales Tax and CFO services for ecommerce sellers. Apply for a FREE consultation today!

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.

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.