Developers at a software and technology company

Software & Technology

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At a glance

Serving software and technology companies in each phase of their business lifecycle

In an environment of continuous change, Baker Tilly works with software and technology companies to stay ahead of industry change and opportunities. Working with nearly 700 software and technology companies nationwide, our team helps startups and established companies develop sound advisory and consulting practices that allow them to demonstrate strength and stability to customers, investors, lenders and merger candidates.

The rapid evolution of the software and technology industry, paired with the competitive environment, means software and technology companies have unique needs. We help clients develop strategic and profitable solutions to their challenges in order to capitalize on market opportunities and bolster growth in a fast-moving industry.

Baker Tilly’s team works with software and technology companies in each phase of the business lifecycle. Our industry expertise, technical knowledge and relationships with others who serve this industry provide value to companies, including health technology, digital health, software as a service (SaaS), software developers and publishers, information technology companies, internet of things (IoT) and data processors.

We help companies and their investors develop strategic and profitable solutions to such issues as domestic and global expansion, new product development, ongoing funding requirements, revenue recognition requirements and evaluating exit strategies.

Services

  • Business valuation
  • CFO advisory
  • Due diligence
  • Entity structure guidance
  • Financial statement audits
  • Growth strategies
  • Internal audit
  • Leases (ASC 842)
  • Risk and cybersecurity
  • SEC audits
  • SOC reporting
  • Tax services
  • Tax credits and incentives
  • Transaction services
  • Transition with ASC 606 Revenue from Contracts with Customers
  • Wayfair compliance
Immediately upon engaging their team, they have been instrumental in helping guide us through the challenges facing a high growth, early stage company, which includes raising capital, managing cash and building out a financial infrastructure. Their approach of developing a deep understanding of our business as the baseline for the audit made the entire process efficient, leading to a timely delivery to our board. The board was thrilled to have an accounting firm deliver what they promised.
Jim Matas, Chief Financial Officer, Verisma Systems, Inc.

Case study

Seeking to avert operational threats from disruptive incidents, a technology provider taps Baker Tilly to help implement stronger defenses

We engaged Baker Tilly six months prior to our IPO, so the team had to do a lot of work quickly to get up-to-speed and help us through the IPO process. Quite frankly, they did it flawlessly.
Alan Stewart, CFO, ShotSpotter, Inc.

By the numbers

500 clients

Serve more than 500 software and technology clients

$1 billion in sales

Work with startups through established companies with more than $1 billion in sales

Baker Tilly’s industry expertise in software means I don’t have to explain our business to the team. They already know what’s going on, what accounting changes will impact our company and can provide recommendations and alternatives that make sense for our company.
Keith Bradach, Head of Finance and Administration, Conservis Corporation