Financial Services for Technology Companies

Specialized accounting, tax, and advisory solutions for SaaS, software, hardware, and tech-enabled businesses

Schedule Consultation
150+
Tech Clients Served
$3B+
Capital Raised
85%
Client Retention Rate
40
Successful Exits

Tech-Savvy Financial Expertise

The technology sector moves at a different pace with unique financial challenges. From revenue recognition complexities to global expansion and R&D tax credits, tech companies require financial partners who speak their language.

Our team includes former tech operators and specialists who understand:

  • ASC 606 revenue recognition standards
  • Venture capital financing structures
  • Global payroll and tax compliance
  • Cloud infrastructure cost optimization
  • Equity compensation planning

Whether you're a pre-revenue startup or scaling toward IPO, we provide the financial infrastructure to support your growth trajectory.

Tech Financial Analysis

We Serve All Tech Sectors

SaaS Companies

MRR/ARR metrics, churn analysis, and cohort reporting for subscription businesses

Mobile Apps

In-app purchase accounting, platform fee optimization, and UA spend analysis

Hardware Tech

COGS analysis, manufacturing cost optimization, and supply chain finance

AI/ML Startups

R&D credit maximization, IP strategy, and compute cost management

E-commerce Tech

Marketplace accounting, payment processing optimization, and inventory tech

Cybersecurity

Government contract compliance, security clearance accounting, and FedRAMP

Key Financial Challenges in Tech

Revenue Recognition

Complex ASC 606 compliance for SaaS, subscriptions, and usage-based pricing models.

R&D Tax Credits

Maximizing available credits while maintaining audit-ready documentation.

Equity Compensation

Managing cap tables, 409A valuations, and option pool administration.

Global Expansion

Navigating international payroll, transfer pricing, and tax treaties.

Fundraising Support

Preparing financials for due diligence and creating investor-grade reporting.

Cloud Cost Management

Optimizing AWS/GCP/Azure spend and properly allocating infrastructure costs.

Our Technology Financial Services

Tech-Specific Accounting

  • ASC 606 revenue recognition implementation
  • SaaS metrics dashboard (MRR, churn, LTV)
  • Deferred revenue and unbilled AR management
  • Capitalized software development costs
  • Multi-entity consolidation
  • Equity compensation accounting (FASB ASC 718)
  • Cloud infrastructure cost allocation

Technology Tax Services

  • R&D tax credit studies and documentation
  • Patent box and IP tax strategy
  • Transfer pricing for global operations
  • NOL and tax attribute planning
  • State nexus and apportionment
  • QSB stock exclusion planning
  • Foreign-derived intangible income (FDII)

Financial Operations

  • Headcount and burn rate modeling
  • Unit economics analysis
  • Customer cohort analysis
  • ARR/MRR forecasting
  • Payroll and benefits optimization
  • AP/AR process automation
  • Board deck preparation

Fundraising Support

  • Financial due diligence preparation
  • Investor-grade financial modeling
  • Cap table management
  • 409A valuation coordination
  • Term sheet financial analysis
  • ESOP and secondary sale planning
  • IPO readiness assessment

Specialized Tech Services

  • Cryptocurrency and blockchain accounting
  • Open source compliance reviews
  • Government contract accounting (FAR/CAS)
  • Data privacy regulation compliance
  • ESG and sustainability reporting
  • M&A transaction support
  • Post-acquisition integration

Technology Client Success Stories

SaaS Startup Case Study

SaaS Startup

Implemented ASC 606 compliance framework that enabled $15M Series B raise with top-tier VCs.

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AI Company Case Study

AI Company

Identified $1.2M in annual R&D tax credits and $750K in state incentives for machine learning research.

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Hardware Tech Case Study

Hardware Tech

Reduced manufacturing COGS by 22% through supply chain analysis and cost accounting redesign.

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Ready to Optimize Your Tech Company's Financial Operations?

Our technology specialists combine financial expertise with deep sector knowledge to support your growth.