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Gold
Open Road Advisory
I’m Steven Byler and I am a business builder. I specialize in working closely with entrepreneurs and CEOs to unlock the full potential of their growth story. At Open Road Advisory, I’m passionate about coaching and consulting with CEOs and business leaders, providing them with the tools, frameworks, and strategies to navigate dynamic moves in their growth stories. Prior to Open Road, I co-founded GrowthLab Financial Services, which grew from two founders to a leading cloud accounting firm with more than 45 amazing team members. Leveraging the experience growing my firm, I now focus that energy to assist other firm owners. I provide strategic growth consulting to accounting firms and their owners, focusing on managing acquisitions, tech transformations, and organizational change. (For any familiar with EOS, think of Open Road as fractional integrator services to accounting visionaries!) With over 15 years of experience building businesses, my expertise lies in empowering entrepreneurs and firm owners to achieve their growth targets. I am passionate about creating order out of chaos, fostering strategically-focused growth, and solving complex problems. As a life-long learner, I am always eager to engage with peers to share insights and collaborate. And I know the beauty of streamlined business operations. When I am not geeking out to startups or accounting firm growth stories, you can find me in Rhode Island exploring the outdoors with my amazing wife and our four kids. Let’s connect and explore how I can add value to your business journey.
Gold
Till CFO
Till is a fractional CFO offering that empowers your company with C-suite proficiency without the C-suite expense. Your company’s financial health is championed by a top-tier CFO and supported by a team of specialists, including a Senior Financial Analyst, Controller, and Treasurer. Our services are fully customized to your needs, and are designed to deliver sophisticated financial stewardship to CEOs, Founders, and Operators of growing companies. We specialize in FinTech, Financial Services, Professional Services, SaaS, and BioTech companies. However, we do support a handful of clients outside of these industries. If you are a CEO/Founder/Operator with a vision for growth for your business and a desire to develop a deep partnership with our team of experts, we want to hear from you!
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
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
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
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
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
Zeni
Zeni offers AI powered bookkeeping and accounting for tech startups. The platform does daily bookkeeping and gives founders real-time insights into their finances, so they're never flying blind. Most accounting solutions don't have your books closed until two to three weeks after the month-end. We give founders up-to-date financial statements daily. Contact scott@zeni.ai to learn more.
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
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
Brainstorm Business Services LLC
✔️Full-Cycle Bookkeeping ✔️Monthly Financial Reports ✔️Accounts Payable & Receivable ✔️Payroll Integration ✔️Catch-Up/Clean-Up Services
Gold
rainfactory.com
Award-winning digital agency specializing in ecommerce and product launches. Experts in email marketing, advertising, product marketing, and social media. Let's make it rain. Our team of experts understand ecommerce, consumer behavior, and the key elements you need to scale your business. We've raised millions for client product launches on Kickstarter, Indiegogo, and Shopify and can help your team do the same.
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
Afternoon.co
Afternoon.co is all-in-one back-office platform for bookkeeping, state compliance, income and sales taxes built specifically for founders.
Gold
Northhall
ACCOUNTING We manage the accounting function end-to-end, from daily bookkeeping to expedited month-end closes, overseen by CPAs with extensive CPG experience. FINANCE Forecasts, budgets, cash flow planning, and other financial planning tasks fall under our purview. Clients rely on us as their trusted finance partner, advising on capital raises, negotiations, and other key business decisions. INVESTMENT BANKING For larger brands seeking capital raise support, our outcome-focused approach, paired with deep industry relationships and experience, enables us to maximize value for our clients.
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
Graphite
Born out of a VC fund in NYC, Graphite is a finance department-as-a-service for growing SaaS, HealthTech, CPG/E-Commerce, Services & Web3 startups as well as owner-operated SMBs. We operate just like an in-house accounting & finance team, but for a fraction of the cost of hiring full-time, as we offer a fractional model. Since 2016, we’ve provided hundreds of growing companies a dedicated team of experienced startup accountants and CFOs who serve as their complete or supporting in-house accounting & finance department. From bookkeeping to revenue recognition to month-end close to inventory management to sales tax, financial modeling, board reporting, strategic support and more, we've helped many clients scale from Seed all the way through their successful exits. We are your one-stop-shop for all things outsourced accounting, finance & tax. Brex users get 25% off Graphite services.
Gold
DropAnchor
Founded by Justin McLoughlin in partnership with Puzzle.io, DropAnchor builds on the expertise developed when Justin founded airCFO, a Fractional CFO firm that has supported over 350 tech startups since 2014. With over a decade of experience, we specialize in the unique accounting needs of tech startups, including fundraising, equity management, and more.
Gold
VG Partners
Grow your business with a partner who gets it. VG Partners is dedicated to providing businesses with the financial tools they need to succeed. We build AI-ready financial systems that streamline operations, providing the clean data and smart automation necessary for clear insights and sustainable growth. Let's build a stronger future, together. Simplify, optimize, and grow with VG Partners
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!
Gold
MontPac
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
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
Cru Accounting
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
Gold
Wiser Tax Solutions
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.
Gold
Accountalent
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.
Gold
HigherRing
HigherRing is the ethical outsourcing partner for socially responsible companies. We harness business as a force for good and partner with impact organizations to lighten their load and further their purpose. We create remote, impact employment where our team members and clients are valued and supported in their efforts to advance us all toward a more sustainable world. HigherRing is B Corp, Living Wage US certified, climate-neutral, and a 1% for the Planet member. We provide managed fractional, full-time and team support in a variety of service areas such as: * customer + application support * business operations * financial & bookkeeping operations * marketing ops + sales support * ecommerce & wholesale support Our bookkeeping and financial ops team works on all bookkeeping platforms including Xero, QuickBooks, Wave, Sage, Netsuite, Cin7 and spreadsheets. We are proud to be a reseller and partner to Fathom for budgeting, forecasting and scenario planning. We are also partners to HR systems such as Justworks, Gusto, and ADP. We are full-charge bookkeepers specializing in: * accounts reconcilation * bill payment (A/P) * receivables (A/R) * payroll * inventory * budgeting * financial analysis and monthly reporting Most of our financial operations work is deliberately onshore in the U.S., however, if needed we can leverage our teams in Portugal, Mexico and Canada.
Gold
Escalon Services
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
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
Neubase
Neubase provides US incorporation services to non-US residents, bookkeeping, and ongoing compliance support.
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!