Industry — Professional & Tech Services
Built for software and SaaS companies, IT and MSP shops, engineering and A&E firms, law and consulting practices, agencies, RIAs, and the financial services firms that look more like product companies every year.
About the industry
Professional and technology services firms live or die on utilization, realization, WIP, ARR, deferred revenue, AR aging, IOLTA or client trust accounting, and a partner — or founder — comp formula that has to survive every fundraise, audit, and partner admission.
Add multi-state nexus on income and sales/SaaS tax, ASC 606 revenue recognition, capitalized software and R&D credits, percentage-of-completion or input-method revenue for engineers and architects, IOLTA compliance for law firms, FINRA/SEC reporting for RIAs and broker-dealers, and partnership/QSBS mechanics — and the accounting stops being generic in a hurry.
We work with software and SaaS companies, IT services and MSPs, cybersecurity and AI shops, engineering and A&E firms, law firms, management consultancies, marketing and digital agencies, accounting and tax practices, RIAs, wealth managers, family offices, broker-dealers, and other regulated financial services firms — delivering assurance, tax, and advisory built around how the firm actually operates and pays out.
What we deliver
Built for software and SaaS companies, IT and MSP shops, engineering and A&E firms, law and consulting practices, agencies, RIAs, and the financial services firms that look more like product companies every year.
Independent audits for partner- and founder-led firms that need credible reporting for bank facilities, equity rounds, partner admissions, M&A diligence, FINRA/SEC, or client/regulator requirements — addressing ASC 606 revenue recognition, WIP and unbilled revenue, deferred revenue, client trust account reconciliation, and partner or shareholder capital roll-forwards.
Review engagements and compiled financials tailored to partnership and corporate reporting models — clean capital schedules, profit-share allocations, ARR and deferred revenue waterfalls, WIP and AR detail, and statements ready for lender, investor, and partner consumption.
R&D credit studies for software, IT, engineering, and AI work, QSBS qualification and §1202 planning for founders and early employees, capitalized software treatment under §174, multi-state and SaaS-tax nexus, and entity stack design across LLC, S-corp, and C-corp structures.
Advisory on founder and partner compensation, profit-sharing formulas, equity and option plans, partner admissions and buy-outs, M&A and recap diligence, and the operational KPIs (utilization, realization, ARR, gross margin, WIP aging) knowledge-economy firms actually run on.
Stop overpaying. Start strategizing.
