Industry focus
SaaS Accountant for Tech Startups
Software companies, app developers, tech founders, cybersecurity firms, and AI startups: burn rate, equity comp, R&D credits, and multi-state nexus. We speak startup, with investor-ready financials and a tax strategy built to scale with you.
How we work with this industry
Early stage companies make a handful of decisions that are cheap to get right and expensive to undo: the entity, the equity, and when the books start. Founder stock elections in particular are time sensitive, and the window closes whether or not anyone was watching it. We set the accounting up so it can survive diligence, and we flag the deadlines that do not forgive being missed.
Revenue is the part that surprises founders. Cash from an annual plan arrives once and is earned across the whole term, so a month with a big renewal is not a month with big revenue, and financials that ignore the difference will not survive a diligence review. We record deferred revenue properly on your financial statements, book the processor fee separately from the sale, and keep a close that lands early enough to be useful.
Growth then creates obligations nobody chose. An engineer hired in another state can create a payroll registration there, selling software into enough states can create a sales tax one, and research costs have their own deduction rules that depend on where the work was performed. We watch for those as you cross them, rather than telling you about them a year later on a return.
What We Do
What We Handle for Startups and SaaS Companies
The accounting a technology company needs to run, raise, and file, without hiring for it before you can afford to.
Entity Choice and Formation
Formation in Florida or elsewhere, with the tax consequences of each structure laid out first, including which ones preserve the qualified small business stock treatment investors and founders care about later.
Monthly Close and Investor-Ready Financials
A close that lands while the month still matters, with a chart of accounts that separates hosting, engineering, sales and general costs the way a diligence request will ask for them.
Subscription Revenue and Deferred Balances
Stripe, annual plans, upgrades and refunds recorded so bookings, collected cash and earned revenue are three separate numbers rather than one that changes meaning depending on who is asking.
Payroll, Contractors and Remote Teams
W-2 payroll and its filings, 1099-NEC for domestic contractors, and the documentation for engineers working outside the United States, plus the state registrations a distributed team creates.
Research and Development Costs
Engineering spend tracked so it can be identified as research when the return is prepared, which is what makes the deduction treatment and any credit claim supportable rather than estimated.
Equity Compensation Reporting
How grants, exercises and vesting show up on the company return and on the individual side, including which elections are time sensitive and what the company has to report when someone exercises.
Common Problems
Where Startup Books Go Wrong
Four things that are trivial to fix at the start and painful to fix during a raise.
Cash Collected Called Revenue Earned
An annual contract paid up front is one deposit and a year of earning. Recording it all in the month it arrived produces a growth chart that reverses the moment anyone applies real accounting to it.
Net Payouts Recorded as Sales
Booking the processor deposit instead of the gross charge and the fee understates revenue, hides what payments actually cost, and makes gross margin impossible to compare with anyone else's.
A Time Sensitive Election Nobody Tracked
Some choices around founder stock have to be made within a short window after the shares are issued, and there is no relief for simply not knowing. Missing one is the most expensive administrative error we see at this stage.
Remote Hires That Created Filings
The first engineer in another state can create a registration and a withholding obligation there. It stays invisible until a notice arrives, and by then several unfiled periods usually exist behind it.
Services we offer in this industry
The services most often used by businesses in this industry. Each one is led by an Enrolled Agent.
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International traders, distributors, customs brokers, and cross-border e-commerce operators: we handle transfer pricing, foreign tax credits (Form 1116), and FinCEN compliance, protecting your business on every side of the transaction.
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Law Firms & Legal Services
Solo practitioners, multi-partner firms, legal consultants, and mediation services: we structure partner draws, manage trust accounting, and build tax strategies that protect what you've worked hard to earn.
Related guides
QSBS Section 1202: Exclude Up to 100% of Gain on C Corp Stock
Section 1202 lets shareholders of a domestic C corporation exclude qualified small business stock gain. The gross asset ceiling is $75 million for stock issued after July 4, 2025, and $50 million for stock issued on or before that date.
Section 174A: Domestic R&D Expensing Is Back for Tax Years After 2024
Section 174A restored immediate expensing of domestic research or experimental costs for tax years beginning after December 31, 2024. A 60-month amortization election is available, and foreign research stays on a 15-year track.
S-Corp Reasonable Compensation: 7 Court Cases the IRS Cites
S-corp shareholder-employees who perform more than minor services must be paid a reasonable salary subject to FICA, FUTA, and income tax withholding. Here is the IRS rule, the Watson standard, and the seven decisions the agency cites.
Common questions
Questions we hear in this industry
Straight answers, from an Enrolled Agent.
Contact Us
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Talk to us about how we can help you stay compliant and grow.