Taking Your Tech Business to the Next Level

A technology company can evolve at a breakneck pace, with new challenges, requirements and needs emerging daily. Our team of experts understands the intricacies of the industry, from a practical perspective, where ever you are on your journey and we take a holistic approach to serving clients throughout their life cycles.


Assist with business creation and setup as well as tax compliance, outsourced cloud-based accounting, leverage relationships with venture capital firms to gain access to capital and fractional CFO services.

Provide income tax planning, sales and use tax verification, attest and advisory services; including support on revenue recognition standards and SOC readiness/reporting as well as assistance with buy and sell side transactions and succession planning.

Design a strategy and plan for maximizing value in an exit; including estate planning for owners and management.


From start-ups, to established high-growth companies as well as exits, we provide a comprehensive list of services to assist with optimizing form and function, creating and executing a plan and ultimately, increasing the opportunity for success and profitability.



Our team understands the intricacies of the industry where ever you are on your journey.

Patrick Terry
Principal, Audit

Phone: 678-510-2779

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