Outsourced Accounting, HR, and back office platform for startups, scaleups, and spinouts.
Joined March 2017
- Tweets 2,129
- Following 193
- Followers 215
- Likes 1,235
1,652 Photos and videos
Mar 19
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
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28 Oct 2025
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.
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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…
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15 Aug 2025
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.
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15 Aug 2025
Great leadership is a journey. Keep learning and growing. 👉 countsy.com/blog/5-essential…
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5 Aug 2025
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
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22 Jul 2025
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
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25 Jun 2025
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
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17 Jun 2025
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…
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11 Jun 2025
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
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27 May 2025
💡 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
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16 May 2025
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
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31 Mar 2025
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
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10 Mar 2025
Whether you're new to stock plans or need expert guidance on communicating these concepts during tax time, tomorrow's webinar is for you!
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6 Mar 2025
It’s Stock Plan Tax Season, and We’ve Got You Covered! 📊
2nd in Countsy's Webinar Series: lnkd.in/gYE8n-bc
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22 Feb 2025
🕧 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…
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4 Jan 2024
As a founder, you might be surprised to know that you have access to some of the world's top CFOs — Countsy connects you with the executive leadership you need on a fractional basis.
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6 Nov 2023
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.
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2 Nov 2023
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.
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