Who we are
We are a specialized accounting and finance advisory firm dedicated to supporting technology companies from early seed rounds through IPO. Our team includes experienced accounting professionals and industry experts who understand not only finance, but also the scientific, operational, and regulatory complexities of the technology sector. We provide outsourced accounting solutions and work closely with founders and CFOs to build a strong financial foundation, support successful fundraising support, and drive long-term business success, including guidance on Merge and Acquisition strategies.
What we do
Outsourced Accounting
Technology companies, such as biotech, pharmaceutical and IT firms, operate in one of the most regulated and investor scrutinized industries. 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 offer specialized outsourced accounting services tailored for technology companies, ensuring your financial foundation is strong, compliant, and audit ready.
Specialized Technical Accounting
Accounting for technology companies differs significantly from that in traditional industries. The complexities of clinical trial accruals, software development accounting, milestone and royalty agreements, as well as licensing and collaborations require deep technical accounting expertise and a solid understanding of the industry. Accurate, industry-informed accounting is crucial for enhancing investor confidence, ensuring audit readiness, and increasing company valuation. We bring advanced technical accounting expertise to help startups manage complex transactions, maintain compliance, and provide reliable, GAAP-compliant financial reporting.
Fundraising Support
Investors expect clear financials, clean cap tables, and GAAP compliance book, particularly in the context of technology companies. Fundraising delays often stem from issues like incorrect equity accounting, mis-booked financing instruments, or errors in financial statements. Our fundraising support ensures your financials, cap table, and disclosures are audit-ready and compliant, helping you close rounds faster and achieve stronger valuations. Additionally, we offer accounting services to streamline your merge and acquisition processes.
R&D Tax Credits
R&D is the core of every 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 every 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 your team plan and manage the financial future with clarity and confidence.
Company Formation
Early company formation decisions have long-lasting financial and tax impact. For tech startups, formation mistakes and negligence can jeopardize future fundraising and tax- saving eligibility. We assist founders to form their company, establishing a compliant and tax-saving foundation from day one to minimize downstream risk and prevent costly rework during financing rounds.
Why us
Tech Expertise
We are not just accountants. We specialize in providing outsourced accounting services tailored for technology companies. Our team comprises professionals with direct experience in R&D research, giving us to understand the intricacies of R&D workflows, clinical trials, and the financial realities behind research and development. This unique blend of scientific and accounting expertise allows us to offer insightful fundraising support and precise financial assistance specifically designed for biotech and IT startups.
High-Level Accounting Expertise
Our team combines IPO and M&A veterans with seasoned CPAs who bring decades of accounting experiences. We provide senior level accounting expertise that ensures accurate, compliant, and investor ready financials from day one, particularly for life sciences companies and IT firms seeking effective fundraising support.
Flexible, Cost-Efficient Operating Model
Our outsourced accounting service model provides top-tier accounting support at startup-friendly prices. Scale your accounting needs up or down as your business evolves, whether you're navigating fundraising support, financial reporting, or managing a merge and acquisition. Access the expertise of a full accounting and finance team while avoiding the costs and challenges of hiring, training, and managing internal staff. Access high-level accounting service at a fraction of the cost.
True Business Partner, Not Just a Vendor
We integrate with your team, joining meetings, providing fundraising support, and talking to investors while offering strategic insights tailored for life sciences companies. Our expertise in outsourced accounting ensures we are invested in your long-term success and committed to growing with you at every stage, including during merge and acquisition processes!