Outsourced Accounting, HR, and back office platform for startups, scaleups, and spinouts.
San Francisco, CA
Joined March 2017
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Before offloading critical business processes to an AI-only solution: 👇
• AI accelerates busywork, but can’t own outcomes
• Finance has zero tolerance for hallucinations
• Decisions need business strategy
Practical guide, co-authored with @billcom
lnkd.in/geXAVDwX
Brex joins the Countsy Platform to help startups, scaleups, and spinouts operate more efficiently and with greater financial clarity.
Together, we’re making it easier to manage cash flow, streamline accounting, and make more informed decisions. See how: lnkd.in/geWdx9QS
We’re partnering with @GetCountsy to combine their seasoned expertise in accounting services, with the smartest finance platform (that’s us) to help startups build and spend smarter from day one.
Countsy retweeted
Allen Carter, Startup CFO at @GetCountsy, breaks down his approach to annual planning for advisory clients in our recent webinar.
If you missed the live session, join us for a rebroadcast on Sept. 18 and earn 1 free CPE Credit.
event.on24.com/wcc/r/5046920…
5 Skills Every Leader Needs
1️⃣ EQ: Manage emotions, read others, build trust.
2️⃣ Communicate: Be clear, concise, listen to understand.
3️⃣ Empower: Delegate with purpose, fuel ownership.
4️⃣ Trust: Lead with integrity, transparency, respect.
5️⃣ Vision: Set clear direction strategy.
Great leadership is a journey. Keep learning and growing. 👉 countsy.com/blog/5-essential…
Aren’t CPA & CFO the same?
No.
🔙 C"P"A=Past (taxes, audits, compliance)
🔮 C"F"O=Future (cash‐flow, fundraising, KPIs)
Learn more: lnkd.in/gfaBbk7z
#StartupFinance #FractionalCFO #Founders
Manual transfer agent processes slowing you down? Reclaim time, cut surprise fees & automate equity admin. Hear top tips on DWAC fees, medallion sigs, SEC/DTCC regs & AI from Vinyl Equity’s Rob Schoder Jr. & Countsy’s Karen Coletta. 👉 lnkd.in/gHDfiNGv #EquityAdmin
Do Finance, HR & strategy still need humans in the AI era? Absolutely ✅
1️⃣ AI is smart; leaders are wise
2️⃣ AI=tool; teams build trust
3️⃣ AI repeats; people change
4️⃣ AI outputs; humans build culture
5️⃣ AI= tech; people=strategy
👉 lnkd.in/giw28522
Founders: Bookkeeping ≠ Startup Accounting.
If you're VC-backed, you need GAAP-compliant financials & audit-ready books—not just someone tracking expenses.
👉 Hire an accountant.
👉 Better: a Fractional CFO & startup-savvy team.
countsy.com/blog/bookkeeping…
Founders: Overlooking BPO costs you time, money & jeopardizes growth.
Offload back-office busywork so you can focus on product, customers & fundraising.
Learn how to build scalable Accounting & HR without full-time hires.
👉 countsy.com/blog/what-is-bpo
💡 Thinking about liquidity before the IPO window opens?
Our latest half-hour discussion breaks down how secondary sales and tender offers deliver cash to founders, employees, and early investors without derailing cap-table health.
Watch the replay: lnkd.in/gtgmjhgE
How exactly do secondary sales and tender offers unlock liquidity for private‑company shareholders?
👉 Hear first‑hand insights from leaders shaping today’s private‑market landscape.
lnkd.in/gP4TJW5j
#TenderOffers #SecondaryMarket
Join renowned industry leaders as they delve into the key requirements for calculating stock plan expenses under #ASC718. Discover why this calculation matters for private companies and explore emerging trends in calculation methods. lnkd.in/g582GW8W
Whether you're new to stock plans or need expert guidance on communicating these concepts during tax time, tomorrow's webinar is for you!
It’s Stock Plan Tax Season, and We’ve Got You Covered! 📊
2nd in Countsy's Webinar Series: lnkd.in/gYE8n-bc
🕧 In just 30 minutes, our experts unpack the key insights you need to navigate shifting regulations and keep your equity program strong and compliant. Beyond legal requirements, compliance is a strategic advantage that drives organizational success.
youtu.be/dKB7zUPOpyM?si=EKSJ…
Outsourcing critical accounting & finance functions is to your advantage if you’re an early-stage company. Keep things lean while getting guidance from independent experts.
