Valiant

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.

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

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

• Outsourced accounting services
• Fractional CFO services
• Startup financial management
• FP&A consulting
• Tax compliance services

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. 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.
2. Financial Expert on Call: Fixed monthly subscription ($400/month) providing up to 5 consultations per month for immediate finance and accounting questions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core 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

Named customers5 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct 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

• Xx.com/usevaliant_
• Facebookfacebook.com/usevaliant
• LinkedInlinkedin.com/company/usevaliant
• Instagraminstagram.com/usevaliant_

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valiant