Who we are
We are a specialized accounting firm built 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 for Tech startups
Accounting for tech startups differs significantly from traditional small business. 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 industries.
We provide full-service outsourced accounting support for venture capital-backed technology startups, helping founders and CFOs maintain accurate books, timely reporting, and investor-ready financials.
Fundraising & Investor Due Diligence Support
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 help startups prepare clean financial records, supporting schedules, and due diligence materials for seed, Series A, Series B, and later-stage financing rounds.
R&D Tax Credit
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 possible qualifying activity and maximize your federal, state, and industry-specific tax credits.
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.
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.
We work with founders and leadership teams to improve financial visibility, manage cash runway, and make better strategic decisions as the company scales.
Tax Compliance & Planning
We provide proactive tax compliance and planning services tailored to technology startups, helping companies meet federal, state, and local tax obligations while identifying opportunities for tax efficiency.
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!