Financial Leadership and Innovative Strategy

The technology industry’s rapid pace of innovation demands continuous adaptation and evolution to remain competitive, which can pose challenges for some companies. This sector is especially susceptible to various disruptive factors, such as an ever-changing economic climate, geopolitical conflicts, tax and regulatory policies, and unexpected issues in the supply chain. A strong CPA firm well-versed in the technology industry can assist tech companies with financial expertise to overcome these obstacles and stay ahead in a rapidly evolving business landscape.

We have the knowledge and experience to assist your business in navigating complex financial and operational issues, providing you with the information necessary to make informed decisions. Whether your goals include expanding locally or internationally, pursuing mergers and acquisitions, planning exit strategies, adapting to changing regulations, upgrading your accounting systems, or implementing new accounting standards, we offer financial forecasting and budgeting services to help your business succeed.

Regardless of whether your company operates in hardware, software, online services, telecommunications, or other areas of the technology sector, we can provide the resources, tools, and expertise to help your organization gain a competitive edge. Our comprehensive portfolio of assurance, tax, and advisory services can help you capitalize on opportunities and achieve your company’s vision.

Get the technology expertise you need to achieve your business vision.

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PPP Guide from App to Forgive

M&A / Exit Strategy

  • Investment Banking & Capital Raising
  • Merger & Acquisition Due Diligence
  • Projections, Forecasting & Budgetary Models
  • Transaction Advisory Services
  • Tax Planning & Strategies
  • Valuation Services

Transaction Advisory

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Audit, Assurance & Accounting Solutions

  • Accounting Standards
  • Audits, Review & Compilations
  • Capitalized Software Costs
  • Cash-to-Accrual Accounting Conversions
  • Deferred Revenue Amortization
  • Employee Benefit Plan Audits
  • Financial Forecasting & Budgeting
  • Forensic Accounting & Fraud Prevention
  • GAAP Readiness
  • Internal Controls
  • Percentage of Completion Accounting
  • Research & Development (R&D) Cost Accounting & Tax Compliance
  • Revenue Recognition in Accordance with GAAP
  • SaaS Amortization of Upfront and Periodic Fees

AUDIT & ACCOUNTING

 

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Tax Planning & Strategy

  • Entity Structuring & Asset Protection
  • International Tax Advisory
  • Outsourced Accounting Assistance
  • SOC Examinations & HITRUST Assessments
  • State and Local Tax
  • Sales and Use Tax Compliance
  • Tax Credits and Compliance
    • Research & Development
    • CHIPS Act

TAX SERVICES

Practice Leaders

Matthew R. Mallinak

Partner

Eric D. German

Partner

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

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Accolades & Awards

IPA 2023 Top 200
Accounting Today RL 24
Best of Accounting 2024 Client Satisfaction
IPA 2023 Best of the Best