Insurance & Brokerage accountants

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.

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.

Decimal is Financial Operations for small businesses: bookkeeping, technology setup/support, bill pay, payroll, and more.

NYC Based CPA working with Startups from PreSeed to Series D

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.

We are a growth-oriented accounting and financial operations partner for your modern small business. We provide financial awareness on a better platform with a personal, proactive team. Are expertise is in automating the back office to win back your time while providing up to date, accurate, and actionable financials and insights that allow business owners to make nimble and informed decisions. We take a team approach to every client engagement with specialists on our team for every area and level of financial operations from Bookkeeping to CFO and Tax.We'd love to talk about providing you modern accounting support powered by technology and driven by our passionate pursuit of excellence.

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.

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.

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 accounting, engineering, and creative fields. We share a passion for building client relationships that drive impact through efficient, complete, and scalable processes.

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.

Fondo is an all-in-one accounting platform backed by Y Combinator that makes Bookkeeping, Tax, and Tax Credits easy for startups. Get your books closed, taxes filed, and most importantly cash back from the IRS (the average startup gets back $21,000)!Fondo is trusted by over 600 startups and check out some of our reviews here!https://www.tryfondo.com/reviews

Aprio is a premier business advisory and full-service certified public accounting firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, talent solutions and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Restaurants, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 800 team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.

Propeller Industries is the leading strategic finance and accounting partner for venture-stage and high- growth companies. We leverage our fractional team model, deep industry pattern recognition, scalable technology stack, and global operating platform to give an unfair advantage to founders navigating growth challenges. We deliver real-time reporting and data access to management teams, which helps them build, shape, and scale their businesses.

At Kordis, we are dedicated to providing comprehensive accounting and expert financial advisory services tailored to meet the unique needs of your business. With a commitment to professionalism and integrity, we ensure that every client receives personalized and effective solutions. Explore our range of services designed to support and enhance your financial operations and strategic decisions. Accounting Services Our robust accounting services are designed to maintain the efficiency and accuracy of your financial operations. We offer everything from routine bookkeeping to detailed financial reporting and compliance, ensuring your business adheres to the latest standards and regulations. Trust Kordis to keep you well-informed and prepared for making crucial business decisions. Financial Planning & Analysis (FP&A) Navigate today’s dynamic economic landscape with our FP&A services. We assist businesses in forecasting future financial scenarios and analyzing trends to facilitate informed budgeting, planning, and performance analysis. Our goal is to help you manage and anticipate changes effectively, providing a clear path towards financial stability and growth. Fractional CFO Advisory Not every business needs a full-time CFO, but every business deserves top-tier financial expertise. Our fractional CFO services offer you senior financial leadership without the full-time expense. From managing risk to strategic planning and optimizing your capital structure, our CFOs are here to guide your financial strategy towards achieving sustainable growth. M&A Advisory Whether you're considering expansion through acquisition or preparing to sell your business, our M&A advisory services cover both buy-side and sell-side to support your objectives. Our experienced team will guide you from strategy development through to deal closure, ensuring a smooth process and favorable outcomes for all parties involved. At Kordis, we pride ourselves on forging lasting relationships with our clients by consistently exceeding expectations and delivering tailored, effective solutions. Let us help you achieve your business goals.

We are disrupting the way business leaders think about their accounting function by integrating accounting, CFO, and tax services in one so you can focus on growing your business. Let us stay on top of your finances, minimize taxes and ensure compliance with tax authorities for you. With our expertise and know-how, we'll help you save money, reduce stress, and focus on your real priorities.

Accounting wasn't designed for creatives. But we are.Clients seek us out because they're tired of working with CPAs who just don't get their business. They're tired of being talked down to. They know it could be better--a relationship with an advisor who has the professional experience to get it done right and the industry background to actually understand their challenges. Someone who wants to go beyond just reflecting past results to them and who wants to act as a partner in their success, guiding and advising along the way. These photographers, graphic designers, studios, labels, agencies, writers, models, actors, and production houses come because collaboration is in their DNA and they want it in their CPA too. Let's talk about how Revel CPA can help you realize more of the vision you have for your business!

When you need accounting support for your growing business, BELAY makes it simple. Once you realize you need help, the last thing you have time for is a lengthy hiring process. Job postings, interviews, and references take up valuable time you should spend on work that moves your company forward.Since 2010, BELAY’s flexible staffing solutions have enabled thousands of leaders—across hundreds of industries—to delegate the details to focus on what matters most.Our Accounting Services are fully customizable to fit your unique needs and budget. From day-to-day bookkeeping to high-level financial strategy with our fractional CFO and Controller services—and everything in between—BELAY helps you build the accounting department of your dreams.With our extensive pool of exceptional, U.S.-based Accounting Professionals, you can be matched in as little as a week and transform the way you work!Find your right hire—right now—with BELAY.

Donnelly-Boland and Associates is a woman-owned CPA and management consulting firm that has supported startups, small businesses, nonprofits, and individuals for over 30 years. With over 100 employees, we have a depth of resources to provide a wide range of services. We are professional yet flexible, and have a commitment to consistent improvement for ourselves as well as our clients. Whether you're running a cutting-edge tech company, a coffee shop, or even a large non-profit, know that we have been there and we can help!

We provide premier accounting, tax and advisory services to an exclusive client base, which allows us to spend more time assisting in our client’s success.We engage with our clients to address their challenges and achieve their business objectives. Our accounting, tax and advisory services are trusted advisors to premier companies, HOAs, and individuals in the Prescott area and beyond.Our daily focus is our clients’ secure growth in increasingly complex times.We are capable, personable, and accessible. We strive to find the most efficient ways of doing things and welcome new technologies.

From basic bookkeeping to CFO duties, we simplify the BS of business to advise and empower great decisions. People, processes, and powerful technology: we find the sweet spot that best serves you and your business. We’re here to make things easy by streamlining processes to improve efficiency, workflow, and—inevitably—happiness. Taking care of business means putting together the right team, apps, and procedures to maximize performance and set new goals for your business.Imagine the best finance team you've ever had on their absolute best day. That's the level of excellence we bring every day. We pride ourselves in being the best team of approachable accountants you’ve ever worked with. Why? Because we help you understand the story your numbers are trying to tell you. At Accountix you aren’t limited to a single person’s knowledge or shortcomings; with us, you get an entire accounting department that is obsessed with finding simple, efficient, and strategic ways to streamline your numbers. Our Proven Process focuses on technology and integrating cloud-based tools to help us identify cost-saving opportunities, come up with comprehensive insights on what’s not working within your business, and strategically implement the steps needed to help take your business to the next level. Want a little more support than just bookkeeping? Whatever your business target, our Advisory and CFO-level packages are curated to fit your business needs. We recognize every business is different, and our experienced team is ready to respond with unparalleled support… and this is where we excel… by working with our clients so that we can use their numbers to support better and faster business decisions. Whether you need to scale up, down, or around we help execute your overall financial management and strategy so that you can achieve your financial dreams.

Whether you’re new to business or have a well-established brand, you can’t leave your profit to chance. That’s why, at ProfitMax Professionals, we’re so passionate about helping entrepreneurs like you earn more doing what you love.In fact, we’ve been doing it for 30 years.Join dozens of companies across the country and improve your financial health with our unique cash flow plans, while our certified Profit First Professionals and money management services transform your business and help you live your ideal life.

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 maintenanceAccrual accounting, receivables management, and bill payHR, payroll, and benefits administrationTaxForecasting & budgetingFundraising & stock managementCFO advisory

Zeem Financial Consulting is a forward-thinking financial and tax advisory firm, offering customized solutions that go beyond traditional CPA services. We specialize in on-demand financial consulting, strategic tax planning, and business advisory services tailored to clients ranging from small startups to multi-million dollar companies. Our experienced team delivers high-level financial expertise with a focus on exceptional customer service, ensuring you have access to real-time support when you need it most. At Zeem Financial Consulting, we empower businesses to make informed decisions, drive growth, and achieve long-term success

Bright Giraffe Business Services is a fully remote rapidly growing Arizona-based company specializing in bookkeeping, operations, staffing, and accounting services for businesses. Our team of dedicated professionals supports companies with AR/AP management, payroll, bill pay, and more, while ensuring smooth day-to-day operations. We also collaborate with clients to hire and onboard virtual assistants, helping businesses optimize their workflows. At Bright Giraffe, we pride ourselves on delivering personalized, high-quality service to help businesses thrive.

At Creative Planning, we understand that your business reflects your passion. To support you, you need a partner to simplify the complexities you face and help you make more confident decisions about the future of your business.Our business services offering provides customized, high-quality expertise to support every phase of your business journey.Led by an experienced team of advisors, accountants, and CPAs, we provide forward-thinking financial partnerships to ensure your business’s cash flow and other financials are on point and help guide your financial decisions so that you can reach your business goals.

About UsAt Lendefied, we are dedicated to empowering business owners with the financial tools and executive expertise they need to grow and thrive. With years of experience in financial services, business strategy, and C-Suite operations, our mission is to simplify access to capital and provide businesses with the leadership they need to achieve success.What We DoLendefied serves as your single source for capital, offering a variety of tailored funding solutions to meet the unique needs of your business. But we don’t stop there. To ensure your business is set up for long-term success, we also provide 12 months of complimentary C-Suite services when you work with us for your financing needs. Our team of experienced CFOs, CMOs, CTOs, and CSOs delivers unparalleled strategic guidance, helping businesses navigate challenges and seize opportunities.Our VisionWe believe every business deserves access to expert advice and flexible funding. Whether you're looking to expand, manage cash flow, or invest in new opportunities, Lendefied is here to simplify the process and drive your business forward.Why Choose UsComprehensive Financial Solutions: From loans to funding strategies, we provide customized options that suit your needs.Experienced Leadership: Our team has decades of experience in small business development, finance, and operations.Exclusive Benefits: Gain access to 12 months of complimentary C-Suite services, adding value to your investment.Client-Focused Approach: We prioritize building relationships and tailoring solutions to help your business achieve sustainable growth.Meet the TeamOur leadership team combines expertise in marketing, finance, and business management. From forging strong banking relationships to driving strategic partnerships, we’re passionate about supporting businesses of all sizes.Let’s work together to unlock the potential of your business.

Hiline is a company that provides accounting services for startups, influencers, streamers, and growing businesses.

CFO Alliance is a CFO outsourcing and consulting firm specializing in transformation via accounting, mergers & acquisition, recruitment & placement. They provide flexible outsourced finance & accounting solutions for innovative founders, CFOs, & PE fir...

EisnerAmper is a full-service advisory and accounting firm providing audit, accounting, tax, and professional advisory services to clients across many industries.