We guide tech companies through complex financial challenges with specialized accounting and advisory services. Our expertise in SaaS metrics, revenue recognition, and funding preparation helps you make data-driven decisions and attract investors.
WE ARE PROUD TO SERVICE OUR FRENCH-SPEAKING COMMUNITIES ESTABLISHED THROUGHOUT CALIFORNIA.
We combine in-depth tech industry knowledge with strategic accounting expertise to help you scale efficiently and attract investment.
Master ASC 606 compliance, optimize subscription metrics, and build investor-ready financial models.
Prepare comprehensive due diligence packages, manage cap tables, and strengthen pitch financials.
Maximize credits and incentives through strategic cost allocation and documentation.
Maintain perfect books that satisfy both investors and regulators.
Monitor burn rate, extend runway, and maintain healthy unit economics.
Navigate multi-entity structures, transfer pricing, and global compliance.
Manage stock options, RSUs, and complex equity plans with precision.
Transform financial data into actionable insights for better decision-making.
Our tech-focused team understands the unique challenges of scaling a technology company in the Bay Area.
We track your MRR, CAC, ARPU, and burn rate with precision. Our monthly board packages highlight the exact KPIs investors care about, from cohort analyses to expansion revenue.
When you grow from 5 to 50 employees in six months, we’re ready. Our systems handle everything from ISO stock option plans to multi-state payroll compliance without missing a beat.
We structure your financials to showcase unit economics and growth potential. Our due diligence packages have helped clients secure over $100M in combined funding last year alone.
Whether you’re scaling a startup, managing federal contracts, or navigating nonprofit compliance, we bring the same strategic insight and tailored solutions to every client we serve.
Industries We Serve:
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Early-stage startups need investor-ready financials, equity management, R&D credit tracking, and revenue recognition systems. Start with these basics to build a strong foundation for fundraising.
Hire an accountant before your first funding round or when reaching $50K in monthly revenue. Poor financial infrastructure commonly delays due diligence and complicates valuations.
We implement ASC 606 compliant systems tracking multi-year contracts, usage-based billing, and deferred revenue. This ensures accurate MRR reporting and clean audits.
Beyond R&D credits, tech companies can access hiring credits, equipment deductions, and state-specific innovation incentives. We help document qualifying activities throughout the year.
Tech accounting requires expertise in SaaS metrics, complex revenue recognition, equity compensation, and venture funding requirements. Standard bookkeeping isn’t sufficient.
We create comprehensive data rooms with GAAP-compliant financials, cohort analyses, projections, and detailed metric breakdowns that accelerate the due diligence process.
We regularly assess and upgrade financial infrastructure to prevent system limitations from restricting growth. This includes API integrations and automation implementation.
Tax season comes with its own set of challenges. Whether you’re leading a tech startup in Silicon Valley, managing a medical practice in San Francisco,
Filing for bankruptcy doesn’t mean your tax obligations disappear. In fact, paying business taxes on a bankrupt business remains a crucial responsibility that requires careful
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