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Committed to the Future

The technology industry is probably one of the most active and challenging industries today that is significantly scrutinized by consumers and regulators. We advise and work with emerging and established technology clients by providing value added services that realize tangible results to our technology clients. We are familiar with the many verticals this industry has including:

Software, Software as a Service (SAAS)



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Audio and video
Financial Technology

Financial Technology (FINTECH)

Science Technology

Technology and Life Sciences

We understand the challenges faced by technology clients and know they need a firm that can be proactive and can keep up with their pace. In addition, we know that technology clients need a firm that can keep up with everchanging laws and regulations that impact clients in the technology industry. Our services to technology clients include assurance, tax and CFO services.
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We have significant experience in the financial reporting requirements of technology companies. Our assurance services include financial statement audits, reviews, compilations and agreed-upon procedures for technology companies. We work with management to determine the most appropriate type of reporting based on the specific requirements management is trying to comply with. We understand that a start-up company may not need an audit, or may be facing an audit in its future, and we work with the company to begin with reviewed financial statements in effort to balance their internal resources and limit the “first-time audit” time.


We help you navigate the various federal, state, local and international tax considerations and compliance matters related to your technology company. We seek to be proactive in understanding your current business, future goals and how tax rules and regulations can impact you as you grow your business.


Specifically, we assist with:

  • Tax planning for technology companies including possible transactions, acquisitions, sales, refinancing, and other unique transactions
  • Tax preparation of federal, state, and local income tax returns
  • Research and development (R&D) tax credit guidance
  • Tax advisory and consulting on both corporate and personal issues

CFO Services

For certain technology companies that are getting started or getting ready for a transaction, we provide outsourced CFO services where we can provide strategy, financial reporting/analysis and transactional/bookkeeping services.

Our CFO services include:

  • Accounting and attestation
  • Developing and implementing effective business plans
  • Developing compensation structures
  • Revenue recognition consulting
  • Evaluating options in obtaining venture capital financing and developing exit strategies, including reverse mergers
  • Public company formation, including IPO assistance and the management of various debt instruments
  • Implementing incentive stock option (ISO) plans and benefits packages
  • Mergers and acquisitions (M&A)
  • Due diligence