tax-advisory
(9)
GMG Group and the business of making business work
For 30 years, the Rome consultancy has connected strategy, finance, audit and legal expertise. Its proposition comes into focus where a growth plan meets the everyday work of running a company.
Ryan Built a $1.24 Billion Business Finding Money Companies Left Behind
The tax specialist started on credit cards, nearly lost a star employee to its work culture, and then rebuilt both the office and the product. Today, Ryan says it serves 74,000 clients and recovered more than $4 billion for them in a single year.
The 105-Year-Old Accounting Firm That Put Itself on the AI Operating Table
BDO Canada spent C$5.95 million on innovation, rolled Copilot across the firm and reclaimed more than 100,000 hours. The useful story is not the software - it is how a century-old partnership learned to move past pilot purgatory without outsourcing judgment.
KPMG US
KPMG built its American name by checking the numbers. Now the 129-year-old firm is betting that the same instinct for evidence, controls and accountability can make enterprise AI useful - and trusted.
CBIZ
CBIZ spent three decades stitching local specialists into a national middle-market machine. After swallowing Marcum, it is now set to become part of Grant Thornton - a $5 billion coda to the accounting industry's consolidation race.
Harness (Harness Wealth)
Harness (Harness Wealth) is a New York fintech that pairs software with a curated marketplace of vetted tax, financial and estate advisors, aimed at people with complex finances - startup founders, equity-holding employees, business owners, crypto investors and other 'builders.' It combines a vertical SaaS platform that powers collaboration between tax advisors and their clients, a marketplace to discover specialist firms, and consumer tools for tracking equity and net worth. Founded in 2018 by David Snider, the former CFO/COO of Compass, the company has raised roughly $40M and grew revenue by more than 1,500% between 2021 and 2024.
OLarry
OLarry is an AI-powered, year-round tax firm built for high-net-worth individuals, founders, and businesses. It pairs certified public accountants with proprietary AI that handles document collection, data classification, and extraction, so its CPAs can focus on proactive, strategic tax planning rather than paperwork. Sold as a flat annual membership, OLarry aims to bring the kind of always-on tax advice once reserved for the ultra-wealthy to thousands of clients across the United States.
KeepingCount
KeepingCount is an industry-focused outsourced accounting and bookkeeping platform that takes the finance function off business owners' plates. Founded in 2023 by Jeff Russell and backed by Housatonic Partners, the company is building vertical-specific brands - real estate, construction, e-commerce, vacation rentals, life sciences, consumer products and professional services - staffed by accountants who specialize in each industry rather than the traditional geography-based generalist model. KeepingCount delivers accounting, advisory (CFO/controller), tax and payroll services on platforms like Sage Intacct and QuickBooks Online, managing more than $250 million in annual client revenue.
Voyager Partners Consultancy Inc.
Voyager Partners Consultancy is a Hyderabad-based professional services firm that bills itself as a 'growth acceleration partner' for medium and large businesses. It bundles four offerings under one roof: onshore/offshore IT and finance staffing, transaction risk advisory (fundraising, M&A, restructuring), technology/ITES implementation (SAP, cloud, automation, analytics), and corporate support services (incorporation, bookkeeping, tax compliance). Founded in 2021 and led by Neeraj Jha, the firm operates from offices in India, the USA, UAE and Singapore and says it has served 100+ companies and placed 1,000+ professionals.