Technology Companies

Our Expertise

In a world that’s more complex, connected, and constantly evolving, the opportunities facing technology companies are massive, but so are the risks. With more than 600 technology clients, including software as a service (SaaS), software developers, data processors/hosts, tech-enabled business service companies, and early-stage/emerging companies, our experience ensures you receive practical, actionable advice to help you capitalize on opportunities, mitigate risk, and compete around the globe.

We know staying current is paramount in a rapidly changing industry. That’s why we actively participate in technology industry associations and conferences on the state and national levels, making sure you stay current on the issues, trends, and laws that impact your business. We understand the opportunities, risks, and challenges ahead, and we’re ready to help you meet them with confidence.

    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:
    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.
    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.
    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.
    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.
    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.
    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.
    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.
    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.
    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.



    Where are your biggest opportunities for strategic growth? Find out with our opportunity and risk scorecard.



    Client Experience

    Your partners for accelerating growth

    Your focus is on growing your company. Our focus is on you. Rapid growth creates opportunity but can leave you exposed — we’ll be right by your side to help you manage every risk and stay on the path to long-term success. Our broad range of customized services meets you wherever you are in your company’s life cycle and wherever you operate around the globe. Our multidisciplinary team of audit, tax, and consulting professionals has worked with technology companies through all stages of growth.

    As Partner Matt Dopp puts it, “We’re your ‘easy button.’ We act as a partner and advisor to you, so you can come to us with any questions, and we’ll bring the right experts to the table to address them. Whatever the business issue is, Plante Moran has the experience to help solve it.” Whether you’re looking to grow your technology company or better navigate the rapidly changing environment, our dedicated team provides sound strategies and value-added services to help guide your business to success.

    Our clients say

    We continually open new markets and offer improved and new products and services, so we really appreciate the support of our Plante Moran accountants and consultants. They are an external resource that our internal team can depend upon for a full suite of services. They offer us an integrated response to everything from specialty tax credits to international strategy and human resource issues to financial modeling. We depend on their expert level of service to support our continuing growth.

    Richard Widgren
    VP finance, Treasurer, and CFO, Urban Science