Valiant
Valiant is a San Francisco-based accounting and finance services firm founded in 2017 that provides outsourced bookkeeping, tax, FP&A, payroll, and fractional CFO services to Seed-to-Series B technology startups, leveraging Big Four (EY) expertise at startup-tier subscription pricing.
- Company typePrivate
- Founded2017
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Valiant does
Valiant is a professional services firm founded in 2017 that provides outsourced finance and accounting services to early- and mid-stage technology startups, with a primary focus on Seed-to-Series B companies. The firm is led by Managing Partners John Rodriguez and Phillip Lam, both alumni of Ernst & Young with nearly two decades of public accounting and advisory experience spanning audit, transaction advisory, and financial accounting services to clients ranging from startups to billion-dollar-market-cap public companies. Valiant serves a diversified vertical mix including software/SaaS, gaming and interactive media, fintech/insurtech, AI/deep tech, professional services, and real estate, with named clients including Cloaked Inc., PAKT Labs, Zeal Talent Ventures, Zynga, and 30 Minutes to President's Club. The firm positions itself as offering Big Four-grade expertise at startup pricing, explicitly benchmarking a full-stack outsourced engagement at approximately $3,500/month versus $8,506-$13,477/month for an in-house accountant in the SF Bay Area.
The service portfolio is modular and tier-priced around the client's monthly spend level: Essentials ($400-$499/month for $0-$30k spend), Growth ($500-$599/month for $30k-$75k spend), Scale ($600-$850/month for $75k-$150k spend), and Custom ($1,500+/month for $150k+ spend). Core services include accounting and tax, FP&A, budgeting, payroll, and fractional CFO/controller services, with Financial Expert on Call ($400/month for up to five consultations) and financial modeling as add-ons. Delivery is embedded in client operations via Slack, with integrations to common fintech tooling including Bill.com, Stripe, Gusto, Rippling, QuickBooks, Expensify, Ramp, Brex, Carta, Avalara, and Anrok.
Valiant operates a direct sales motion through website consultation booking (Calendly) supplemented by content marketing, organic social media on Facebook, X, LinkedIn, and Instagram, and a referral program offering gift card incentives of $500-$750 per successful referral. The firm is privately held and founder-owned (Valiant LLC, previously known as VCG / The Valiant Consulting Group), with no disclosed external funding rounds or institutional investors. There is no proprietary technology platform—the offering is fundamentally human-delivered professional services with SaaS tool integrations as operational plumbing rather than a differentiating technology stack.
Valiant firmographics
Firmographics- Name
- Valiant
- Legal name
- Valiant LLC
- Website
- https://usevaliant.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Valiant is a San Francisco-based accounting and finance services firm founded in 2017 that provides outsourced bookkeeping, tax, FP&A, payroll, and fractional CFO services to Seed-to-Series B technology startups, leveraging Big Four (EY) expertise at startup-tier subscription pricing.
- Ownership category
- akta.pro rank
Valiant industry classification
Industry- Product category
- Accounting & Financial Services
- NAICS
- Business Support Services (5614), Other Support Services (5619)
- SIC
- Services-Management Consulting Services (8742), Services-Facilities Support Management Services (8744)
- akta.pro primary industry
- Payroll, Contractor Payments & SME HR Finance (FSAGAJAI)
Keywords
Where Valiant is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Valiant business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Monthly Retainer Services: Subscription-based monthly retainer services with tiered pricing based on monthly spend levels ($0-$30k, $30k-$75k, $75k-$150k, $150k+). Services include accounting, tax, FP&A, budgeting, payroll, and CFO services.
- Financial Expert on Call: Fixed monthly subscription ($400/month) providing up to 5 consultations per month for immediate finance and accounting questions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Essentials tier for early-stage startups with $0-$30k monthly spend |
| Subscription | Monthly | Growth tier for scaling startups with $30k-$75k monthly spend |
| Subscription | Monthly | Scale tier for established startups with $75k-$150k monthly spend |
| Subscription | Monthly | Custom tier for complex structures with $150k+ monthly spend |
| Subscription | Monthly | Financial Expert on Call - ad-hoc consultation service |
| Subscription | Monthly | Full-stack accounting package comparison reference |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Valiant product offering
Product offeringCore offering
Valiant provides outsourced accounting, tax, financial planning and analysis (FP&A), budgeting, payroll, and fractional CFO/controller services to Seed-to-Series B startups on monthly subscription retainers. Services are delivered remotely by a Big Four-experienced team integrated into client operations via Slack and supported by integrations with QuickBooks, Bill.com, Stripe, Gusto, Rippling, Ramp, Brex, Carta, and related fintech tools. The offering functions as a full-stack, scalable finance department replacement for early- and growth-stage technology companies.
Product overview
Valiant is an accounting and finance services firm offering a modular suite of services for Seed-to-Series B startups. The core offering combines Accounting and Tax Services, Financial Planning and Analysis (FP&A), Budgeting, Payroll, and CFO/Controller Services as interconnected modules. Financial Expert on Call and Financial Modeling Services serve as specialized add-ons. All services are supported by integrations with common fintech tools (Bill.com, Stripe, Gusto, Quickbooks, Expensify) and direct Slack communication. Pricing is structured in tiers: Essentials ($400-$499), Growth ($500-$599), Scale ($600-$850), and Custom, with Financial Expert on Call available as a separate $400/month add-on.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting and Tax Services
Quantifiable outcome
- Outsourced accounting costs $3,500/month vs. $8,506-$13,477/month for in-house accountant in SF Bay Area
- +1 more outcomes
Companies that use Valiant
Customer profileNamed customers5 records
Segments7 records
Ideal customer profiles5 records
Valiant technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
Valiant partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
Valiant competitors and assessment
Company assessmentDirect peers
- Xendoo: Subscription bookkeeping, accounting, tax, and financial reporting for small businesses and startups; comparable recurring-fee model targeting similar early-stage customers.
- Bench: Subscription-based bookkeeping and tax service for small businesses and entrepreneurs; overlaps with Valiant's accounting and tax offering, with broader SMB reach.
- Bookkeeper360: Full-service bookkeeping, accounting, tax, payroll, and fractional CFO services for small businesses and startups; closely comparable service stack and pricing model.
- 1-800Accountant: Virtual accounting, tax, and advisory services for small businesses and entrepreneurs; competes with Valiant on bookkeeping and tax, with a heavier SMB tilt.
- Pilot.com: Tech-enabled bookkeeping, tax, and CFO services for startups and small businesses; competes with Valiant on the same Seed-to-Series B buyer with a software-augmented delivery model.
- inDinero: Outsourced accounting, tax, and CFO services for growth-stage companies; competes directly with Valiant on financial reporting, controller, and CFO engagements for scaling startups.
- Kruze Consulting: Accounting, tax, and CFO services firm focused specifically on VC-backed startups from Seed through Series B — the closest direct competitor to Valiant in target customer, service mix, and pricing model.
- CFOshare: Outsourced accounting and fractional CFO services for small to mid-sized businesses and venture-backed companies; matches Valiant's controller/CFO offering for the growth-stage buyer.
Broad incumbents
- BDO USA: Top-tier accounting and advisory firm serving mid-market and growth-stage companies; a likely competitor for Valiant's higher-spend (Scale/Custom tier) and audit-ready clients.
- Andersen Tax (Andersen Consulting): Global tax, accounting, and advisory firm that serves higher-end and enterprise clients; represents the upper-tier incumbent Valiant competes against when clients outgrow startup pricing.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Valiant social profiles
Digital presenceValiant financial estimates
Financial estimateRevenue estimate
Valuation estimate
Valiant leadership team
Management profileNumber of profiles
Profiles2 records
Valiant funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Valiant M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Valiant
What does Valiant do?
Valiant provides outsourced accounting, tax, financial planning and analysis (FP&A), budgeting, payroll, and fractional CFO/controller services to Seed-to-Series B startups on monthly subscription retainers. Services are delivered remotely by a Big Four-experienced team integrated into client operations via Slack and supported by integrations with QuickBooks, Bill.com, Stripe, Gusto, Rippling, Ramp, Brex, Carta, and related fintech tools. The offering functions as a full-stack, scalable finance department replacement for early- and growth-stage technology companies.
Is Valiant a public or private company?
Valiant is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Valiant founded?
Valiant was founded in 2017. It employs 11 to 50 people.
Where is Valiant based?
Valiant is headquartered in San Francisco, United States, in the North America region.
How does Valiant make money?
Two revenue lines are on record. Monthly Retainer Services are the primary driver. The others are financial Expert on Call.
Who are Valiant's main competitors?
Direct peers on record are Xendoo, Bench, Bookkeeper360, 1-800Accountant, Pilot.com, inDinero, Kruze Consulting and CFOshare. Broad incumbents are BDO USA and Andersen Tax (Andersen Consulting).
Does Valiant have an API?
No public API is recorded for Valiant.
What industry is Valiant in?
Valiant's product category is Accounting & Financial Services. Its primary akta.pro industry code is FSAGAJAI, Payroll, Contractor Payments & SME HR Finance. Its NAICS code is 5614 and its SIC code is 8742.