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Partner
Level CFO
Level provides fractional CFO and bookkeeping services for companies with non-standard financial complexity — growth-stage startups, service businesses, contractors, and field service companies. We handle the work that falls between a bookkeeper and a full-time CFO: cash flow modeling, board deck preparation, VC reporting, runway analysis, job costing, and tax strategy. Our team includes a dedicated bookkeeping team, a CPA, and a senior advisor with PE and operational finance experience. We connect to your existing stack (QuickBooks, Ramp, and other 100+ ERPs) and deliver structured analysis and forward-looking forecasts — not just a record of what already happened. Starting at $99/month.
Partner
CLTCG, LLC
ERP Consulting services to help will all aspects of running your entire business.
Partner
Garay Games Financial
A boutique financial consulting firm specializing in the video game industry. Services include: • Financial Planning & Forecasting • General Accounting • Management Reporting • Cash Flow Management • Risk Management • Deal Analysis • Investor Relations • Team Development & Mentoring
Partner
Gelt
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
Partner
Axis Consulting
AT AXIS CONSULTING, WE HELP COMPANIES STREAMLINE THEIR PROCESS WITH AUTOMATION BY UNLOCKING THE POWER OF TECHNOLOGY. FROM ECOMMERCE & MARKETING IMPLEMENTATION TO CUSTOM APP DEVELOPMENT AND BEYOND, WE DELIVER POWERFUL RESULTS THAT STRENGTHEN YOUR BUSINESS.
Partner
System Six
System Six is a leading 70 person accounting and tax firm for ambitious small and medium business owners. We are fully remote and excited to work with modern business owners across the U.S. System Six provides services from bookkeeping to payroll processing to invoicing to bill pay to CFO advisory to tax compliance and advisory to everything in between. Our mission is to give owners time back through faster and more accurate financials, so they can better grow and improve their businesses. System Six in particular has great experience working with recently acquired or newly modernizing small and medium businesses. System Six is led by CEO Chris Williams who acquired the business in 2021.
Partner
Bitdigit LLC
Bitdigit LLC provides a full range of bookkeeping services for small- to medium-sized businesses. We partner with companies in many industries, including: * Professional services * Manufacturing * Health care * Retail * Restaurants * Real Estate and Property Management * Households/Personal Accounting We empower business decision makers with accurate and insightful financial reports to optimize operations and plan for the future. Our services range from basic periodic financial reporting to hands-on payroll processing, accounts receivable, billing, accounts payable and inventory tracking. We build customized bookkeeping solutions for each client to ensure critical information is appropriately monitored and tracked. We work closely with our clients’ CPAs throughout the year to make tax preparation as smooth and painless as possible.
Partner
ForIT
ForIT is a Microsoft CSP and Ramp implementation partner serving aviation operators and tech-forward SMBs. We provide fractional CTO/CIO leadership, AI-first software development, and full-stack Microsoft 365, Dynamics 365 Business Central, Azure, and Entra ID delivery. Our aviation specialty covers Part 121, Part 135, CAR 704, and CAR 705 operators. We implement Ramp end-to-end: Ramp to D365 BC GL sync, SAML SSO via Entra ID, Outlook receipt-capture integration, multi-entity bill-pay automation, expense policy enforcement, and accountant team enablement. Engagements start at $5K per month with a free 2-week discovery sprint. Based in Seattle, serving clients across the US and Canada.
Partner
TechAccountingPro, LLC
TechAccountingPro, established in 2022 and based in Kentucky, has established itself as an expert in cryptocurrency accounting under US GAAP. They specialize in crypto accounting advisory for web3 native businesses and CPA firms with crypto accounting practices, audit readiness, internal processes, and controls. TechAccountingPro provides financial reporting, audit readiness, and accounting advisory services. The company is an established expert in accounting for cryptocurrency, revenue recognition, leases, stock-based compensation, and other complex topics of US GAAP. TechAccountingPro provides comprehensive accounting services for a range of clients, including small businesses, startups, large corporations, and CPA firms. We work with US-based businesses with domestic and international operations across 100 countries. TechAccountingPro provides services in the following areas: 1. Web3 Accounting Practice: * Token Generation Event (TGE) and Initial Coin Offering (ICO) * Investments * SAFT and Token Warrants * DAO Grants * Market Makers * Crypto Borrowings * Staking and Crypto Mining Rewards * Liquidity Pool accounting * Crypto sub-ledger implementation & maintenance 1. General Technical Accounting Advisory: * Accounting Policies and SOPs * Technical Accounting Memorandums * Revenue Recognition * Leases * Stock Compensation * Mergers & acquisitions * Debt Origination & Modification 1. CPA Firms Advisory: * Internal quality review for CPA firms * Auditing methodology advisory * Design and preparation of accounting educational materials Additionally, we provide Auditing Services to private enterprises doing business as Andrei Belonogov, CPA, Solo Practitioner.
Partner
Honeycomb CPAs & Advisors
The profession is shifting, due not only to changes in the economy both nationally and locally, but also adjustments in technology and labor. We want to evolve the CPA role for clients, peers, and staff. Together at Honeycomb, our focus on these challenges will empower us to enhance all facets of accounting, from compliance services like bookkeeping, payroll, and tax; to support services such as planning, consulting, and advisory.
Partner
Embark
Embark is a next-generation consulting firm, driving industry-best client satisfaction rates by combining happy employees with world-class expertise in accounting, finance, tech, HR, and operations. Every day, our teams of ex-Big 4 CPAs, industry vets, and proven business consultants flex their experience and expertise to propel our clients forward. The result—faster, stronger, smarter companies leveraging data to feed strategy, inform decision-making, and lead the competitive charge.
Partner
Exbo Group Inc.
Exbo Group is a full-service financial consulting firm that focuses on providing expertise to early and growth-stage companies. Our service offerings include building out a controllership functions, CFO services, and transaction services for lower middle market transactions.
Partner
Beyond Books Solutions
Who We Are We’ve helped hundreds of construction business owners save time, reduce costs, and increase their take-home pay through our bookkeeping and advisory services. We’re experts in project management tools like JobTread and can help you set it up and connect it with QuickBooks Online, making sure everything runs smoothly and efficiently. We know QuickBooks Online inside and out, so no matter what problem comes up, we’ve got you covered. But what really sets us apart is our advisory service. We take a deep dive into your financial reports, looking for ways to improve your cash flow and boost your profits. Our goal is to give you a clearer picture of your business’s finances, so you can make better decisions and keep growing. What We Do: • Weekly Bookkeeping • Books Cleanups • Quickbooks Online Set up • JobTread - QBO Integration • Gusto - QBO - JobTread integration • Accounts Receivable and Accounts Payable Management • Receipt Management • Business Advisory Services Who We Work With: We only work with construction business owners: builders, remodelers, developers, commercial builds and improvements, trades, general contractors.
Partner
SAOS
We provide complex organizations with a turnkey strategic accounting department. We work with business leaders who value insights and believe that real-time financial & operational data is important to make smart decisions. We believe that accounting is not a cost, but an investment – one that has a strong ROI. We are NOT just bookkeepers. We are proactive accountants that will help you grow the company, make the impact you want, and develop a team that is forward thinking.
Partner
Nimbl
Nimbl's team serves as an extension of your own team. We approach your accounting priorities with detail and care, as our own, and look to build a long-term relationship as a valuable partner whom you can count on. Our expert accountants guide and support your business from startup to exit. Our ideal client profile ranges from Startup to $25M+/revenue. Our talented team primarily utilizes Quickbooks Online, where we carry decades of experience. The bottom line? You’ll achieve your goals—on time, on budget, and with no surprises. We are a full service company offering: 1. Bookkeeping (Categorization, Card Management, A2X, etc.) 2. Accounting (Financial Reports, Payables, Receivables, Payroll, etc.) 3. Sales Tax (includes Nexus Studies and analalysis) 4. Income Tax (Business & Personal, tax credits, advisory) 5. Strategic Finance (FP&A, models, forecasting, budget to actual) We meet you where you are in your company.
