Technology companies and hyper-growth startups require a completely different financial playbook than traditional businesses. From navigating early-stage seed funding to managing complex equity compensation for early employees, your accounting firm needs to move as fast as you do.
We act as your outsourced CFO and strategic tax partner. We ensure your cap table is structured efficiently, your books are perfectly clean for your next funding round, and you take advantage of every innovation-based tax credit available.
Advanced financial strategies for founders and engineering teams.
We perform rigorous engineering studies to qualify your development costs for massive R&D tax credits, injecting non-dilutive capital back into your startup.
Guiding founders through Section 1202 Qualified Small Business Stock (QSBS) exemptions to potentially eliminate up to 100% of capital gains taxes upon exit.
Providing GAAP-compliant financials, highly accurate burn rate projections, and strict board-level reporting required by venture capital and angel investors.
Implementing ASC 606 revenue recognition standards to properly account for multi-year software subscriptions and deferred revenue liabilities.
Powering the next generation of digital disruptors.
Establishing clean entity structures (C-Corps for VC funding) and setting up scalable accounting systems from day zero to avoid messy cleanups later.
Tracking critical unit economics (CAC, LTV, Churn) and managing multi-state sales tax compliance for rapidly scaling software subscriptions.
Managing complex physical supply chain accounting alongside intensive R&D cost capitalization for companies building physical technology products.
Navigating the high-stakes regulatory compliance, anti-money laundering (AML) reporting, and complex ledgering required for financial technology platforms.
We speak your language and move at your pace.
We understand SAFE notes, convertible debt, ISOs vs NSOs, and the intricacies of 409A valuations. We help you make decisions that protect founder equity.
When it is time for due diligence, your books will be impeccable. We ensure there are no red flags that could delay a funding round or an acquisition.
Most startups ignore taxes until they are profitable. We utilize credits and structure losses so they carry forward efficiently to offset future massive gains.
Let us handle the complex startup accounting so you can focus on building product.