cpa
(5)
The Anti-Private-Equity Home for Accounting Firms That Refuse to Lose Their Name
Backed by patient family-office money, this Utah firm partners with small CPA shops across the Intermountain West - and stakes its pitch on the one thing private equity usually takes away: the name on the door.
Punchcard
Punchcard (formerly Agentive) is a Provo, Utah startup building an AI-powered operating system for financial audits and assurance work. Its platform uses assertion-driven AI agents that read documents, run testing procedures from natural language instructions, and draft cited workpapers - collapsing audit planning, client document requests, evidence testing, and documentation into one workspace so CPA firms can move through substantive testing far faster.
YC Partners
YC Partners is a Frederick, Maryland based fractional CFO firm that embeds licensed CPAs and finance executives into small and mid-market companies, typically in the $10M-$50M revenue range. Founded and led by CPA Nicole Sithithavorn, the firm delivers strategic financial leadership, GAAP reporting, forecasting, and M&A support on month-to-month terms, positioned as roughly 80% of the value of a full-time CFO at 20-40% of the cost.
Neo.Tax
Neo.Tax is an AI software company that automates the R&D tax credit and software capitalization for startups, SMBs, and enterprises. Its platform deploys a set of AI agents trained on IRS code, regulations, and case law to passively read engineering and financial data from systems like GitHub, Jira, payroll, and the general ledger, then produce audit-ready tax filings under IRC Section 41, Section 174, and ASC 350-40. Founded by a former Intuit product manager, a Stanford machine-learning PhD, and a former IRS R&D audit agent, Neo.Tax turns one of the most painful, manual processes in corporate tax into something close to a continuous, automated workflow.
Fieldguide
Fieldguide is an AI-native platform purpose-built for audit and advisory firms. Founded in 2020 by ex-EY auditor Jin Chang and engineer Chris Szymansky, the San Francisco company uses agentic AI to automate engagement work - from evidence collection and control testing to report drafting - for half of the top 100 US accounting firms, including KPMG, RSM US, Baker Tilly, BDO, Grant Thornton, and CLA.