Advisory Services

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our US-based accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights.Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.

Burkland is a full-service fractional CFO, Accountancy, Tax, and HR provider, serving more than 800 venture-backed startups across the United States.SaaS, Healthcare, Fintech, and Consumer startups rely on Burkland for smarter finance, accounting, People Operations, and tax guidance to grow with confidence, so they can focus on developing the product they’ve always dreamed of bringing to life. We pride ourselves on giving startups expertise that makes economic sense for all growth stages, ranging from Pre-Seed to Series C.Ramp clients are eligible for a 50% discount on Bookkeeping services for 3 months, and up to 2 hours of free controller work. Contact us to learn more.

We believe that nonprofits have greater impact for good by focusing on their mission first.Operational functions, while critical and necessary, are a distraction from the core work and mission of a nonprofit and difficult for nonprofits to execute at top tier standards. Mission First Operations (MFO) exists to alleviate this distraction by providing compliant and comprehensive back-office operations and professional advisory services to nonprofit organizations, allowing them to focus on their mission first.MFO combines talent and technology to deliver a first class experience to nonprofits. This experience delivers useful reporting and information to management, key metrics to staff members, peace of mind to board members, ultimately freeing time and enabling a better experience to the targeted audience of the organization.MFOs talented staff delivers nonprofits an experienced, fully-staffed, fractional team to manage, or supplement, the operations team . MFO handles accounting, finance, accounts payable, accounts receivable, audit assistance, and more. The team’s experience levels go from staff level to CFO and each organization receives a custom mix for its needs. MFO uses best–in-class cloud technology for our clients. We assist in selection, implementation, and proper use of the technology to efficiently and effectively process operations tasks. The technologies used are third-party platforms, highly vetted, and the data is owned directly by the organization. MFO differs from most other outsourced accounting firms in that we exclusively focus on nonprofits. We understand the unique compliance needs and are aware of constantly changing trends and regulations, and unique management and reporting concerns faced by nonprofits. As a team we have had the privilege of delivering operations services to incredible nonprofit organizations for over a decade. We are growing with both newly formed nonprofits and organizations that are expanding their missions and require a strong operations partner.

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.LaunchEmployee On-BoardingPayroll & BenefitsAccounting SystemsFinancial StatementsVendor PaymentsCap Table ManagementCompliance FilingsCash RunwayProduct-market fitBusiness Modeling and ForecastingManagement ReportingKPIs, Dashboards, and MetricsBoard ReportingBillings and CollectionsAccounting PoliciesInternational AccountingGAAP AccountingVenture DebtGo-to-marketBank RelationshipsFundraisingTechnical ReportingGrowth Capital FundingRevenue RecognitionUnit Economic AnalysisSales TaxScaleAudit Relationships & SupportAcquisition Due DiligenceAsset Based LendingERPOn-going Team StructureFinancial RecruitingM&A Due Diligence

Escalon Services: Your Trusted Partner for Comprehensive Business SupportEscalon 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.

Kruze Consulting is a leading provider of accounting, finance, HR, and tax consulting to seed and venture capital-funded startups. Kruze’s clients have collectively raised over $10 billion in VC financing, and Kruze’s clients are regularly acquired by the largest public technology companies. Kruze Consulting’s tax credit advisory is reducing our clients'​ burn by over $10 million this year, and Kruze’s team recommends best-in-class financial and HR systems that help make data-driven startup founders more productive. Visit https://kruzeconsulting.com/ to learn more.

Squire Technology is a leading provider of comprehensive business technology solutions, specializing in ERP software, sales tax services, Cloud Finops services, and integration services. With a commitment to helping businesses achieve their goals and plan for the future, our range of services includes installation, implementation, customization, reporting, integration, training, and ongoing support.As a trusted partner, Squire collaborates with some of the top accounting software providers in the industry. Whether you are considering Intuit QuickBooks, NetSuite, Microsoft Dynamics Business Central, ADP, Domo, TrueCommerce, ShipStation, RF Smart, or many more, we are here to assist you in choosing the solution that best aligns with your business needs.Our expertise spans various technology services, encompassing accounting software, financial planning and budgeting solutions, reporting solutions, business intelligence solutions, data management solutions, consolidation and integration solutions, as well as CRM solutions. By leveraging Squire Technology, you empower your business with advanced tools and support to optimize processes, enhance efficiency, and drive success. Contact us today to explore how our tailored solutions can elevate your business to new heights.

Providing premier fund administration services to venture capital & private equity firms.

Church Finance Pros helps churches manage all aspects of their finances through outsourced accounting, consulting and more.

NYC Based CPA working with Startups from PreSeed to Series D

The full-service accounting and operations firm for organizations building power for our people, our neighbors, and our communities.

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 performanceBudgeting and forecasting to plan for the futureFinancial modeling to make informed decisionsWe'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!

ProvenCFO provides core accounting & financial services to SMBs and Mid-market companies, emphasizing relevant, reliable & real-time reporting.We make bookkeeping easy.We provide best-in-class bookkeeping services to correctly record your transactions, giving you peace of mind.We make payroll painless.We get your employees paid while providing online access to paystubs, tax reports & payroll tax filings.We make paying bills pleasant.Paying bills doesn’t need to be a pain. We create a secure approval process to ensure that access to your funds is safe and that bills are paid on time.Work with advisors you can trustWe value your success. We help small businesses scale from startup to $100MM+ in ARR. Partner with us.An integrated approach to capital.Business growth requires capital. We open doors to both traditional and non-traditional financing. Our experience has delivered $1.25B+ in capital commitments.

Pilot provides accounting, CFO, and tax services for startups and growing businesses. Finally, the bookkeeping, tax, and financial expertise every founder needs. Our mix of experts and software delivers monthly books with unmatched accuracy, so you can focus on growing your business.

e2E helps startups, small businesses and nonprofits successfully grow to the next level by providing them with the strategic finance, human resources, and/or tax expertise they need to succeed; freeing them up to focus on the growth and profitability of their business.

Arts FMS delivers exemplary financial management services focused on long-term fiscal health and sustainability, empowering organizations to focus on fulfilling their missions. Our experience brings stability, efficiency, and reliability to your financial operations. Our clients receive accurate and timely data that both informs their current strategic financial decisions and better prepares them for the future.  As your financial partner, Arts FMS integrates directly with your staff and board. Once engaged, we work with you to assess what services and systems would most benefit your organization. Our approach is adaptable, working seamlessly with your current effective systems while introducing new systems to enhance efficiency and streamline workflows for both you and Arts FMS.Art is vital to our society and core to our mission. Principals Andrea Nellis and Lucy Mallett bring decades of nonprofit financial experience as both practitioners and advisors to cultural leaders, strengthening the sector, and securing both the present and future of our clients.

ASAP Accounting & Payroll makes payroll, bookkeeping and accounting services As Simple As Possible for businesses like yours. Since 1990, we’ve been trusted advisors to over 900 organizations from our offices in Telluride and Durango. We go the extra mile for our customers because they are also our friends.Live more and work less. Free yourself from tedious bookkeeping and payroll tasks so you can focus on what matters – business growth and getting out the door on time.

Signature Analytics is a company that provides outsourced accounting and financial services to small and mid-sized businesses. Services typically include financial reporting, strategic financial planning, budgeting, cash flow management, and other accounting-related functions. By offering these services, Signature Analytics helps businesses to better understand their financial position, make informed decisions, and achieve their financial goals without the need to maintain a full-time, in-house accounting staff.

Levy is your personal, expert operations partner to handle your back-office operations. We fully take your HR, compliance, finance, and equity work off your plate, so you can focus on what matters most. Founders that use levy have the gold standard for back-office operations, laying the foundation to scale faster, increase margins, and gain back 40 hours a month to focus on higher-leverage work. What would you do with an extra 3 months a year?

Anchored in Santa Monica, California, with crewmates across the U.S., Crew Finance is your beacon in the financial storm.Our team of seasoned finance and accounting professionals specialize in navigating the complexities of startups and high-growth businesses.With Crew Finance, you're not just onboard—you're charting a course for success.

At Woodford Financial PLLC we take a practical, results-oriented approach to helping our clients achieve their financial goals. Because we understand that every client comes to us with a unique set of circumstances, we always take time to listen to your specific financial needs. Whether you are just starting your journey or in retirement, we are ready to help you reach your full financial potential.Our location in Versailles, Kentucky in the beautiful Blue Grass Region of Lexington, Kentucky is convenient to clients with convenient parking and easy access to our offices.

We exist to streamline back-office needs. Allow us to help you focus on growing your business, while we focus on the accounting, reporting, hr, payroll, sales tax, and all of the less fun parts of running a business.

Proseer is a company that empowers entrepreneurs with real-time, actionable insights and financial infrastructure through smarter accounting, tax, and finance.

Making Business Owners' Lives Better through Excellent Financial Management.TGG Accounting is your trusted partner for comprehensive financial services. With over 20 years of experience and a proven methodology known as The TGG Way™, we excel in delivering increased financial clarity to our clients. Our dedicated team of accounting professionals, including a CFO, Controller, Accounting Manager, and Staff Accountant, works as an extension of your in-house team or your entire accounting department. They provide profit-improving insights, streamline accounting processes, and lead your accounting department to help you achieve your financial goals. We specialize in GAAP-compliant reporting, which is crucial for securing loans and maximizing your bottom line. Whether you're planning for an exit, need financial consulting, or require operational reporting and cash flow forecasting, TGG Accounting is here to ensure your company's financial success and growth, allowing you to focus on your business's core activities.Reach out now to receive our complimentary, in depth assessment of your current financials and the opportunities for growth.

Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential with forward-thinking advice, preparation, and planning to achieve and exceed business growth goals. Whether you need guidance and guardrails to help you deal with rapid growth, or insight on how to make your business more profitable, the team at Kaizen can help get you where you want to be.

Cherry Hill Advisory is a leading global CFO services and risk advisory firm dedicated to providing comprehensive internal audit and transformation services.

Welcome to Acuity, the modern accounting firm designed for innovative entrepreneurs. As a certified B Corp powered by EOS, we offer a unique blend of expertise, covering everything from virtual bookkeeping to fractional CFO services.Over 2,000 entrepreneurs have relied on Acuity as the financial foundation for their business. Entrepreneurs trust us to be the people, recommend the best accounting technologies, and implement a sustainable financial process.A smarter approach to business finances. Save 20+ hours every week with our all-in-one accounting solution built for you – the entrepreneur.Dedicated People:You get a dedicated accounting team. Start with the foundation of online bookkeeping services and add-ons that take the tactical and day-to-day items off your plate. Use us to comply with federal and state income tax. As you grow and scale, lean on your controller for accrual accounting and more complex needs, and call on your CFO for strategic advice.Cutting-Edge Technology:Leverage our technology stack team for recommendations on the 2,000+ cloud accounting software solutions out there. Take advantage of VIP service and pre-negotiated discounts from our technology partners. Rely on a certified team, who knows how to maximize each tool.Streamlined Process:Use Acuity’s financial playbook, developed over the last 20 years and vetted by over 2,000 entrepreneurs. From no-code solutions, to simply having better processes, set your business up to scale.Speak with an Expert Today!Ready to take the next step? We've simplified the process for you. Book a free consultation with our expert team here: acuity.co/get-started.

At Yogi CPA, we have developed a three-part journey to your ZEN financial state: tax strategy, entrepreneurship, building wealth. As you master your tax strategy and entrepreneur pursuits, you are now ready to move beyond your financial balance.Yogi CPA believes in a holistic approach to work and life, and takes a deeper look into your financial and life goals. Financial decisions revolve around the things you care the most about, as career aspiration and life inspiration often meet. As a purpose-driven firm, we help clients move beyond the financial balance and design a financial independence lifestyle, tailored to your own method of building wealth.Financial independence is a goal that elevates each of us to become better versions of ourselves, and in turn we create better value for others. Let Yogi CPA be your guide through this journey!

MightyDigits is a company that offers accounting and finance solutions for startups, including bookkeeping, financial modeling, AP/AR management solutions, and payroll services.

Finvisor is your complete solution for all your back office and financial needs. You focus on building your company, we keep you updated on your financial performance, cashflow, and manage the day to day operations. Our financial advisors work hard for your business.

Financial Wing is a business profitability and growth advisor, working with businesses to identify their key cash flow, revenue, and expense drivers, identify targets, and measure those targets against actuals every month.Financial Wing also provides compliance services, such as bookkeeping, monthly closes, and financial reporting. These compliance services allow us to have accurate and timely financial information to advise the business on how to be more profitable and grow smartly.

Providing client accounting and advisory services for churches.