Who we are
We provide outsourced accounting and tax services tailored to technology startups, supporting them from early-stage formation through fundraising and growth.
Our team brings hands-on experience in corporate accounting, IPO readiness, mergers and acquisitions, and strategic finance support. We understand the financial and operational challenges that growing technology companies face, along with what investors expect at each stage.
At startup-friendly rates, we help founders and CFOs maintain GAAP compliant books, prepare investor-ready financials, support fundraising, and stay current with tax planning and compliance.
What we do
Outsourced Accounting Services
Accounting for tech startups differ from traditional small business. Technology companies operate in highly regulated and investor scrutinized environments. Accurate and GAAP compliant accounting is essential for fundraising and audits. Clean, well-structured financials directly influence valuation and the ability to close funding rounds.
We provide full accounting services tailed to technology startups. From the seed stage through Series A, Series B and beyond, we help startups maintain GAAP compliance book, prepare investor-ready financials, and stay ready for investor diligence.
Tax Compliance & Planning
For startups, tax compliance is not just about filing returns. As your company raises capital, expands into new states, or invests in R&D, tax decisions can affect cash flow, investor readiness, and future transaction flexibility.
We provide tax planning and compliance support designed to tech startups. Our goal is to help your company stay compliant while proactively identifying planning opportunities that may reduce tax exposure, preserve cash, and support better business decisions.
R&D Tax Credit
R&D is the core of technology companies, and often its largest expense. R&D tax credits can significantly reduce tax liability, and for early-stage companies, payroll offsets deliver immediate cash benefits.
With our industry expertise, we assess scientific projects across the full R&D lifecycle to identify possible qualifying activity and maximize your federal, state, and industry-specific tax credits.
Strategic Finance Support
Tech startups, particularly biotech and pharmaceuticals, operate with high uncertainty, long development cycles, and heavy cash burn. Leadership needs forward-looking financial insight to make decisions around trial timelines, staffing, and fundraising strategy.
We provide strategic finance support that helps founders and leadership teams gain financial visibility, manage runway, and plan for growth with clarity and sustainability.
Why us
We understand technology startups
Technology startups have different accounting needs than traditional small businesses. Accurate, industry-informed accounting is crucial for enhancing investor confidence, ensuring audit readiness, and increasing company valuation.
We understand the pace and pressure of startup life — fundraising, hiring, R&D spending, board reporting, and due diligence. Our services are designed to help founders to build a strong financial foundation, make informed decisions, and prepare their companies for fundraising and sustainable growth.
IPO and M&A Experience
Our team combines IPO and M&A veterans with seasoned CPAs bringing decades of accounting experiences. We understand what strong financial preparation looks like when a company is moving toward a major transaction — whether it’s a financing round, acquisition, audit, or IPO readiness process.
The years of corporate accounting experiences helps us think ahead. We help startups build cleaner financial records, stronger documentation, and better reporting practice before investors, auditors or buyers start asking hard questions.
Flexible, cost-Efficient model
Our outsourced accounting service model provides top-tier accounting support at startup-friendly prices.
We scale your accounting needs up or down as your business evolves, providing the right level of support at every stage of growth. You gain access to the expertise of a full accounting and finance team without the cost and complexity of hiring, training, and managing an internal department.
A true business partner
We do more than prepare reports and file tax returns. We help you look beyond the numbers with practical guidance that supports better decisions, reduces costly surprises, and prepares your company for its next stage of growth.
Whether you are forming your company, raising capital, hiring your first team, or preparing for investor due diligence, we provide responsive service, clear advice, and finance expertise you can rely on!