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Technology & SaaS Startups

Behind every great product is a clear strategy — not just for growth, but for managing the numbers that drive it. We help founders and technology leaders turn financial complexity into clarity.
From entity setup to investor reporting, we build systems that scale with your business and evolve as fast as your technology does.

Built for Innovators

We partner with founders, developers, and digital-first companies who:

Build SaaS or subscription-based platforms
Manage multiple revenue streams (recurring, transactional, or licensing)
Operate across states or countries
Need clean, investor-ready financials
Want proactive tax and cash flow planning from day one

You focus on building the product.
We’ll handle the financial engine behind it.

Join 100+ companies trusting Our Tax Services

Where Strategy Meets Systems

Smart Setup & Structure

Get your entity, tax, and accounting structure right from the start — S-Corp, C-Corp, or LLC. We’ll help you choose the most tax-efficient option for founders and investors alike.

R&D Tax Credits & Incentives

We identify every eligible deduction and research credit to help you reinvest in innovation.

Subscription-Based Accounting

From MRR to ARR, deferred revenue to churn — we design accounting systems that keep pace with your recurring revenue model.

Fundraising & Investor Readiness

Accurate, transparent, and audit-ready financials that inspire confidence — for investors, lenders, or acquisition due diligence.

Equity & Payroll Support

We handle founder draws, contractor pay, and employee stock plans (ESOPs) with compliance and precision.

Forecasting for Growth

We model multiple funding or scaling scenarios to help you plan runway, expenses, and expansion confidently.

Common Financial Roadblocks for Startups

Complex revenue recognition for subscriptions or renewals
Unclear visibility into cash burn or funding runway
Missed R&D and innovation-related tax credits
Multi-state or international tax confusion
Disorganized books during investor due diligence
Difficulty aligning expenses with growth metrics

Why Founders Work With Us

Data That Drives Decisions- We help you understand your numbers — not just report them — so you can make smarter product, pricing, and hiring decisions.
Scalable Financial Infrastructure- From pre-seed to Series B, our accounting setup scales as your business and team grow.
Startup-Specific Tax Expertise- We know the difference between operating lean and missing opportunities. Every dollar counts — and we help you keep more of it.
Real-Time Insights, Not Year-End Surprises- Automated dashboards, cloud integrations, and proactive forecasting keep you ahead — not catching up.
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