The DataCFO Competitors

Every business is different—and the strongest decisions come from collaborating with a firm that understands how yours truly works. Baker Tilly is a top 10 advisory, tax, and assurance firm helping organizations uncover what drives their performance and reveal the distinct strategic advantage within. With unparalleled industry intelligence across 30+ sectors focused on the middle market, we deliver guidance tailored to your needs that’s backed by professionals across the U.S. and global markets. —— Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structurein accordance withthe AICPA Code of Professional Conduct and applicable laws,regulationsand professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 143 territories, with more than 50,000 professionals and a combined worldwide revenue of $6.8 billion.Visitbakertilly.comor join the conversation onLinkedIn,Facebook, andInstagram.

Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 53,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 2,900 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger. Visit www.wipfli.com/EmailSignup to get updates from our team. You can also find us on Facebook and X at: - X: www.x.com/Wipfli_Official - Facebook: www.facebook.com/WipfliOfficial Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.

Lendio is transforming small business lending by connecting small businesses, lenders, and small business service providers through a single integrated technology platform. The Lendio Marketplace matches business owners with funding from over 75 lenders and financial partners, all through one simple online application. Lendio’s Embedded Marketplace brings this experience seamlessly to small business service providers’ ecosystems, allowing them to embed a full loan application and funding solution within their platform. For banks and lenders, Lendio’s purpose-built software integrates within their tech stack to automate small business loan decisioning, underwrite applicants, and connect financial institutions with curated applicants from Lendio’s direct and embedded marketplaces. With a single technology platform, Lendio is fueling the dreams of small business owners wherever they seek capital. Since 2011, Lendio has facilitated more than 520,000 small business loans and other financing options totaling over $17 billion.