Industry
Technology & SaaS
ASC 606 revenue recognition, R&D tax credit studies, and audit readiness for venture-backed companies preparing for their first institutional round or their first real audit.
Most of the technology companies that come to us have been recognizing revenue on a cash basis with a spreadsheet standing in for a real deferred-revenue schedule. We rebuild it before a Series B investor’s diligence team finds it first.
Relevant services
How we help.
Audit & Assurance
Independent financial statement audits, internal controls testing, and agreed-upon procedures — signed by a…
Tax Advisory
Multi-jurisdiction tax planning, entity structuring, and R&D credit studies — compliance is the floor…
Wealth Management
Portfolio construction, trust and estate services, and multi-generational planning — invested in the same…