Who we are
We provide accounting and tax services for venture-backed technology companies, supporting startups from early seed rounds to Series C and beyond.
Our team includes experienced accounting professionals with IPO and M&A experience who understand not only finance, but also the operational and growth complexities of the tech startups.
We provide outsourced accounting service and work closely with founders and CFOs to build a strong financial foundation, support successful fundraising, and drive long-term business success.
What we do
Outsourced Accounting Services
Accounting for tech startups differ significantly from traditional small business. Technology companies operate in highly regulated and investor scrutinized environments. Accurate and GAAP compliant accounting is essential for fundraising, audits and grant reporting. Clean, well-structured financials directly influence valuation and the ability to close funding rounds.
We provide full accounting services that tailed to the unique needs of tech startups. From seed stage through Series A, Series B, and later financing rounds, we help startups build clean financial book, 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, hires employees, invests in R&D, or works with related parties overseas, tax decisions can affect cash flow, runway, investor readiness, and future transaction flexibility.
We provide tax compliance and planning support tailored 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 tech company, 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 deep 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, runway, 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 confidence.
Why us
We understand venture-backed startups
VC-backed 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 for founders who need clear numbers and practical financial support as they scale.
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.
Our IPO and M&A experience helps us think ahead. We help startups build cleaner financial records, stronger documentation, and better reporting habits 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. At formation, you may need entity setup, bookkeeping, and tax registration. After funding, you may need accrual accounting, investor reporting, R&D credit support, multi-state tax compliance, and strategic finance support. As you scale, you may need board reporting, audit readiness, internal controls, equity accounting, and more. We offer flexible services that grow with your company, so you get the right level of support at the right time. You gain access to the expertise of a full accounting and finance team while avoiding the costs and challenges of hiring, training, and managing internal staff.
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!