Startup CPA Services for
Tech Startups
Specialized accounting and tax services for tech startups, SaaS companies, and crypto businesses. From VC fundraising to IPO readiness, we handle the financial complexities so you can focus on scaling your innovation.
Schedule Strategy SessionStartup Ecosystem by the Numbers
Understanding the financial landscape of high-growth technology companies
Comprehensive Startup Accounting
Full-spectrum accounting and tax services designed specifically for high-growth technology companies
SaaS Revenue Recognition
Expert ASC 606 revenue recognition for subscription businesses, usage-based billing, and complex SaaS contract structures.
- Subscription revenue recognition
- Usage-based billing accounting
- Professional services revenue
- Contract modification handling
- Deferred revenue management
VC Investor Reporting
Professional investor reporting and financial packages that meet institutional standards and support fundraising efforts.
- Monthly investor reports
- Board-ready financial packages
- Burn rate and runway analysis
- Unit economics reporting
- Due diligence preparation
R&D Tax Credits
Maximize R&D credits for software development, product innovation, and technology advancement activities.
- R&D credit identification
- Documentation and compliance
- Payroll tax credit elections
- State R&D credit optimization
- Credit carryforward strategies
Crypto & Web3 Accounting
Specialized accounting for crypto-native businesses, DeFi protocols, and blockchain-based companies.
- Token accounting and valuation
- DeFi protocol accounting
- NFT marketplace transactions
- Crypto mining operations
- Regulatory compliance
Equity Compensation
Complex accounting for stock options, warrants, and equity compensation plans including ASC 718 compliance.
- Stock option valuation
- 409A valuation support
- Equity compensation expense
- Warrant accounting
- Cap table management
Financial Planning & Analysis
Strategic financial modeling, burn rate analysis, and growth planning to support scaling and fundraising.
- Financial modeling and forecasting
- Burn rate and runway analysis
- Unit economics optimization
- Scenario planning
- KPI dashboards
Unique Startup Challenges We Solve
High-growth technology companies face distinct accounting and financial challenges that require specialized expertise
Complex Revenue Recognition
SaaS subscription models, usage-based billing, and multi-element arrangements require sophisticated revenue recognition under ASC 606.
Equity Compensation Complexity
Stock options, warrants, and complex equity structures require proper valuation and ASC 718 compliance for accurate financial reporting.
Rapid Scaling Challenges
Fast growth creates accounting bottlenecks, system limitations, and the need for robust financial controls and processes.
Investor Reporting Standards
VCs demand institutional-quality financial reporting, burn rate analysis, and metrics that traditional accountants often don't understand.
Regulatory & Compliance
Evolving regulations in crypto, data privacy, and international expansion create complex compliance requirements.
Cash Flow Management
Managing burn rates, funding cycles, and cash flow forecasting while maintaining growth trajectory requires specialized expertise.
Trusted by Innovative Tech Companies
From early-stage startups to scaling tech companies, we're proud to serve innovative businesses
















Startup Expertise You Can Trust
Specialized Knowledge in Technology Companies
Our team has deep experience working with VC-backed startups, SaaS companies, crypto businesses, and high-growth technology companies. We understand the unique accounting challenges and opportunities in the startup ecosystem.
From pre-seed companies to IPO-ready businesses, we've helped startups optimize their financial operations, raise capital successfully, and scale efficiently while maintaining compliance.
Work With UsOur Startup Clients Include:
- VC-backed SaaS companies
- Crypto and Web3 startups
- AI and machine learning companies
- Fintech and payment platforms
- Biotech and healthcare tech
- E-commerce and marketplace platforms
- Enterprise software companies
- Hardware and IoT startups
Stay Compliant & Investment-Ready
Navigate complex regulations while maintaining investor-grade financial reporting standards
ASC 606 Revenue Recognition
Ensure proper revenue recognition for complex SaaS contracts, subscription models, and multi-element arrangements while maintaining audit readiness.
ASC 718 Equity Compensation
Proper accounting for stock options, restricted stock, and complex equity compensation arrangements with accurate fair value measurements.
SOX Compliance Preparation
Establish internal controls and financial reporting processes that prepare your company for SOX compliance as you scale.
International Tax Compliance
Navigate complex international tax obligations for global operations including transfer pricing, permanent establishment, and foreign reporting requirements.
Crypto Regulatory Compliance
Stay current with evolving crypto regulations, proper token accounting, and digital asset reporting requirements across jurisdictions.
R&D Credit Optimization
Maximize federal and state R&D credits while ensuring proper documentation and compliance with IRS requirements for software development activities.
Client Success Stories
See how we've helped startups optimize their financial operations and accelerate growth
R&D Credits Secured
Helped a SaaS startup identify and claim substantial R&D credits for software development activities, significantly improving cash flow and runway extension.
SaaS Company Restructuring
Assisted a growing SaaS company with complex cap table management and equity restructuring to prepare for their next funding round and optimize employee equity incentives.
Financial Reporting Efficiency
Streamlined month-end closing processes for a scaling fintech company, reducing reporting time while improving accuracy and investor confidence.
Frequently Asked Questions
Common questions about our startup and technology company accounting services
Do you work with VC-backed startups?
Yes, we specialize in VC-backed companies at all stages. We provide investor-ready financials, burn rate analysis, due diligence support, and ongoing investor reporting that meets institutional standards.
Can you help with SaaS revenue recognition?
Absolutely. We're experts in ASC 606 revenue recognition for SaaS companies, including subscription revenue, usage-based billing, professional services, and complex contract modifications. We ensure compliance while optimizing your financial reporting.
Do you handle crypto and Web3 accounting?
Yes, we provide specialized accounting for crypto-native and Web3 businesses including token accounting, DeFi protocols, NFT marketplaces, and complex crypto transactions. We stay current with evolving regulations and best practices.
How do you help with R&D tax credits?
We identify qualifying R&D activities, document expenses properly, and prepare comprehensive R&D credit claims. For tech startups, this can result in significant tax savings and improved cash flow through refundable credits.
What makes startup accounting different?
Startups face unique challenges including equity compensation accounting, complex funding structures, burn rate tracking, investor reporting requirements, and rapid scaling. We provide specialized expertise in these areas.
How quickly can you get our startup accounting set up?
Most startup implementations take 2-3 weeks. We'll establish your chart of accounts, set up revenue recognition procedures, implement SaaS metrics tracking, and prepare your first investor-ready financial package.
Ready to Scale Your Startup Finances?
Let our startup CPA experts help you build investor-ready financial operations, optimize tax strategies, and scale efficiently. Schedule a strategy session to discuss your specific needs.
Schedule Free Strategy Session