Technology Companies

Tailored solutions for long-term success

We take a holistic approach to serving our clients. Our collaborative “one-firm firm” approach means you’ll have access to experts from every practice area to enhance the value of your company as you grow and help with any business issue you may run into along the way. We can help with:

• R&D tax credits: Are you leaving money on the table? Our tax solutions group will evaluate your operations and determine your credit opportunity at the federal or state level. These credits don’t expire and can be carried forward to offset taxable income.
• State & local tax: Are you aware of all the nuances of operating or generating income in different states? The rules are complex, and you may be required to file in certain states without even realizing. We’ll help you create a strategy, and if necessary, conduct a Nexus Study to help document and reveal the appropriate filings for a company, as well as develop a roadmap to track filing issues that may change in the future. We can also help you navigate sales and use tax filing requirements and develop taxability matrices not only for the services and products you provide to your clients, but for any services and products you may purchase for your vendors and partners.
• Audit: Are you up to speed on revenue recognition, share-based compensation, software capitalization, and the new lease accounting standards? We help ease the burden of compliance for you and provide guidance to help you proactively implement the standards and accounting policies to balance risk, value, and cost.
• GAAP readiness: Are you still in the startup or early stages of growing your business? Don’t let GAAP-compliance requirements catch you by surprise. We’ll help you transition from cash to accrual-based accounting to become GAAP-compliant.
• Cloud-based HR & accounting solutions: Are you using QuickBooks and lacking the functionality to streamline your business processes? Do you rely heavily on spreadsheets to track financial or sales data? As independent, unbiased technology advisors, we can help you evaluate the appropriate solutions and service providers for your business.
• SOC examinations & HITRUST assessments: Are customers asking you to prove you’re securing their data? As cyber events rise and vendor due diligence becomes a necessity for your current and prospective customers, we can help you show them the depth and breadth of security controls you have in place and conduct risk assessments like attack and penetration testing to help you close any gaps. We’ll also strategize with you to make sure your people, processes, and technology are all working to keep you covered.
• Acquisition due diligence: Are you looking to grow with an acquisition? We’ll help you understand every aspect of your target so you can make the smartest decision possible. Our experts will take you every step of the way, from due diligence and valuation to post-acquisition integration and accounting support.
• Exit planning & transaction services: Is your exit strategy putting you in the best position possible? We’ll help you develop a plan to get the strongest ROI and ensure your transaction process is smooth and efficient.
• Talent & compensation: Do you have the right people, and do you know how to keep them? Our technology company clients often ask us to help them source talent for executive-level positions. Thanks to our deep industry network and nationwide footprint, not only are we able to help find experienced staff, but we’re also able to advise on strategies for compensation and culture to retain your top talent.