Meet the 2025 Power Partners in Financial Services
Meet the 2025 Power Partners in Financial Services
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Meet the 2025 Power Partners in Financial Services

🕒︎ 2025-11-05

Copyright Inc. Magazine

Meet the 2025 Power Partners in Financial Services

Whether you’re preparing for an IPO or trying to manage the growth of your startup, you’ll likely need the help of financial experts. If your company is financially healthy, it’s easier to expand and entice investors. Several of Inc.’s Power Partners offer services that can help keep your company finances in top shape. For some, that means providing financial peace of mind for their clients. Bombas, the New York City-based sustainable sock company, uses Atlanta-based business advisory and accounting firm Aprio’s tax services. Bombas says that with that help, it now feels “significantly more confident in our income and sales/use tax compliance.” If you want to keep track of equity, cap tables, and valuations yourself, there are software solutions that can help compile your filings in one place. Dan Barton, of Cypress, Texas-based Barton CPA, says San Francisco-based Eqvista’s platform is “surprisingly intuitive” when it comes to managing complex cap tables, 409A valuations, and equity planning, even for professional advisers like himself. Several of Inc.’s Power Partners also help companies navigate their investments. Chicago-based SomerCor helps provide Small Business Administration loans. SomerCor made the SBA loan process easier for Yorkville, Illinois-based landscape company Semper Fi Land Services, streamlining the process of finding its best option. Featured Video An Inc.com Featured Presentation For highly specialized financial tasks, choosing the right partner can have a big impact on the bottom line. AccountingDepartment.com Naples, Florida | Est. 2004 | accountingdepartment.com An accounting company offering entrepreneurs tailored services, including bookkeeping, controllership, and advisory support. Aprio Atlanta, Georgia | Est. 1952 | aprio.com A business advisory firm providing assurance, tax, and wealth management services. What their clients are saying: "Bombas has engaged Aprio for tax preparation and consulting services, and our experience has been outstanding. The Aprio team provides a comprehensive suite of tax services with strong communication, fair pricing, and excellent execution. We’ve worked with them across several distinct workstreams and now feel significantly more confident in our income and sales/use tax compliance." – Bombas Backd Austin, Texas | Est. 2019 | backd.com Assists entrepreneurs in securing critical financial assistance. What their clients say: "Makers has an incredible network of members, CMOs of the top companies and brands in Brazil. They are committed to nurture their community and engage in deep, strategic discussions that has accelerated a lot of business development for Accenture." – Accenture Song Blue Point Capital Partners Cleveland, Ohio | Est. 2000 | bluepointcapital.com A private equity firm that works with entrepreneurs and management teams. What their clients are saying: "Blue Point Capital Partners is an incredibly supportive partner aligned with tightly with management to execute a plan that delivers exceptional value creation. Also, their playbook is broad and designed to invest in growth, people, operational excellence, innovation, and M&A. Their time horizon is both short–term and longer–term gain to create sustainable value. As a operating portfolio company CEO, I'd partner with Blue Point Capital Partners over and over again." – Country Pure Foods Branch Messenger Tampa, Florida | Est. 2015 | branchapp.com Offers a workforce payments platform partnering with businesses to accelerate payments and provide workers fast access to pay at no cost. Capital Infusion Miami, Florida | Est. 2019 | capital-infusion.com Provides alternative funding for small-business owners. Cherry Bekaert Raleigh, North Carolina | Est. 1947 | cbh.com Provides clients with a wide range of digitally driven advisory, assurance, and tax services. Class VI Partners Denver, Colorado | Est. 2005 | classvipartners.com Guides entrepreneurs on issues ranging from business optimization and transaction preparation to the go-to-market process and beyond. eCapital Aventura, Florida | Est. 2006 | ecapital.com An alternative finance company accelerating access to capital and transforming financing for small to midsize companies in more than 80 industries. Eqvista Las Vegas, Nevada | Est. 2020 | eqvista.com Offers a software platform that allows companies to monitor their cap tables and shares, as well as perform stock valuations. What their clients are saying: "The platform makes managing complex cap tables, 409A valuations, and equity planning surprisingly intuitive, even for fast–growing startups and professional advisors. Compared to competitors, Eqvista’s interface is cleaner, the features are more robust, and the pricing is refreshingly transparent. What really makes me choose Eqvista over others is the level of support and expertise behind the product. Their team is responsive, knowledgeable, and clearly invested in client success." – Dan Barton CPA Fully Accountable Akron, Ohio | Est. 2014 | fullyaccountable.com Offers fractional CFO and accounting services for e-commerce and digital businesses. What their clients are saying: "From the start, they’ve operated as a true extension of our team. Their proactive insights, clear reporting, and strategic guidance have helped us make smarter, faster business decisions. They bring structure and clarity to our financial operations, allowing us to focus more on growth and less on guesswork ... They go beyond the numbers, helping us feel confident to make necessary decisions that drive our business forward. They’re the kind of partner you trust not only to manage your books, but to help build your future." – Svelte Training GBS Group Miramar, Florida | Est. 2000 | gbsgroup.net Provides financial and tax consulting for small to midsize businesses. What their clients are saying: "While many companies focus only on compliance and routine accounting, GBS Group goes beyond that. They take the time to truly understand our unique financial goals, whether personal, business–related, or a blend of both, and tailor their services to meet our specific needs. With GBS Group, we’re not just working with accountants; we’re working with trusted advisors who anticipate risks, identify opportunities, and offer actionable insights that guide us year–round." – NOIUSA LLC Greenlight Atlanta, Georgia | Est. 2014 | greenlight.com Offers debit cards for kids and teens as well as family safety features. Intuit QuickBooks Mountain View, California | Est. 1983 | quickbooks.intuit.com Provides a leading financial technology platform for small businesses helping organizations scale up with expert services and business insights. Keystone CPAs Reno, Nevada | Est. 2020 | keystone.cpa An accounting firm serving growing companies through a multidisciplinary approach. What their clients are saying: "What truly sets Mike and Keystone CPA apart is their deep expertise and ability to navigate even the most complex tax challenges with confidence and precision. Their proactive approach to tax planning has saved our companies both time and money year after year." – KimmieCandy MobiusPay St Petersburg, Florida | Est. 2010 | mobiuspay.com A registered ISO/MSP specializing in merchant account activations and providing concierge-level service and custom-tailored solutions to every client. My Valuable Business Columbia, Maryland | Est. 1998 | myvaluablebusiness.com A fractional CFO and business advisory company helping owner-operated businesses and nonprofit organizations optimize their goals and maximize their value. Peak Retirement Planning Columbus, Ohio | Est. 2020 | peakretirementplanning.com A retirement planning firm specializing in tax, investment, income, health care, and estate planning. R2 Advisors PC McLean, Virginia | Est. 2018 | r2.cpa Provides CFO services, tax planning, and consulting to growing and complex businesses. Ramp New York, New York | Est. 2019 | ramp.com Offers a financial operations platform that helps companies manage payments, vendors, travel, automated bookkeeping, and procurement. What their clients are saying: "Ramp isn’t just a spend management tool...for us, it’s been a transformative partner in scaling our business. The platform is purpose–built to support rapid growth, automation, and financial control, all without creating additional layers of complexity. Ramp has introduced clarity and discipline across our entire finance function—from procurement and bill pay to corporate cards and real–time transaction tracking." – SAM Construction Group SavvyMoney Dublin, California | Est. 2009 | savvymoney.com Provides credit score solutions combining real-time data with digital personalization tools. SomerCor Chicago, Illinois | Est. 1992 | somercor.com Provides SBA financing and grants to small businesses in the Midwest. What their clients are saying: "Their team brings a personal touch and deep understanding of SBA lending. They make the process smoother, take time to explain options, and are genuinely invested in the success of small businesses." – Semper Fi Land Services TeKoda Accounting Post Falls, Idaho | Est. 2018 | tekodaaccounting.com An accounting and bookkeeping firm leveraging secure cloud services. Vista Bank Dallas, Texas | Est. 1912 | vistabank.com Operates like a startup rather than a bank, to offer financial solutions to personal and commercial clients. Be Recognized as the Force Behind Business Success Are you the engine that helps businesses grow, scale, and thrive? Whether you deliver game-changing software, essential logistics, cutting-edge marketing, or top-tier customer service, your company could be recognized as an Inc. Power Partner—the ultimate honor for B2B excellence. APPLY NOW Refreshed leadership advice from CEO Stephanie Mehta

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