Software & Technology

  1. David Arrick

    David J. Arrick

    CPA, MBA

    Partner

  2. Rene Balli

    Rene Balli

    CPA

    Partner

  3. Doron Bass

    Doron Bass

    Partner

  4. Thomas Bennett

    Thomas Bennett

    CPA

    Managing Partner

  5. Jeremy Bivens

    Jeremy J. Bivens

    CPA, MST

    Partner

  6. Martin Casaus

    Martin Casaus

    CPA

    Partner

  7. Karisa L. Chin

    Karisa L. Chin

    CPA

    Partner

  8. Michael Cho

    Michael Cho

    CPA

    Director

  9. Jeff Davis

    Jeffrey Davis

    CPA, MST

    Partner

  10. Justin Demere

    Justin Demere

    CPA

    Partner

  11. Josh Din

    Josh Din

    CPA

    Partner

  12. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Partner

  13. Chuck Droege

    Charles R. Droege

    Chief Operating Officer

  14. Travis M. Drouin

    Travis M. Drouin

    CPA, CIA

    Partner

  15. Baker Tilly Professional

    Richard E. Evans

    CPA, MBA

    Partner Emeritus

  16. Zak Everson

    Zak Everson

    CPA

    Partner

  17. Kirk T. Gilson

    Kirk T. Gilson

    CPA, MSA

    Partner

  18. Brian Gourlay

    Brian Gourlay

    CPA

    Partner

  19. Gary Grush

    Gary Grush

    CPA, MST

    Partner

  20. Scott Howard

    Scott Howard

    CPA

    Partner

  21. Suzanne Jacobs

    Suzanne Jacobs

    CPA

    Partner

  22. Robena Jafari

    Robena Jafari

    JD

    Partner

  23. Chris Johnson

    Chris Johnson

    CPA

    Partner

  24. Joe Kiuchi

    Joe Kiuchi

    CPA, MBA

    Partner

  25. James S. Lawson

    James S. Lawson

    CPA

    Partner

  26. Tina Lazaroff

    Tina Lazaroff

    CPA

    Partner

  27. Anthony Leung

    Anthony Leung

    CPA

    Partner

  28. Sashi Mirpuri

    Shashi Mirpuri

    CPA

    Partner

  29. Larry Mohr

    Larry Mohr

    CPA, MBT

    Partner

  30. Chase Murphy

    Chase Murphy

    CPA

    Partner

  31. Peter S. Noce

    Peter S. Noce

    CPA

    Partner

  32. Rachel D. Polson

    Rachel Polson

    CPA

    Partner

  33. Larisa Rapaport

    Larisa Rapoport

    CPA, CGMA, MBA

    Partner

  34. Matt Rodgers

    Matt Rodgers

    CPA

    Partner

  35. Sam Salty

    Sam Salty

    CPA, MBA

    Partner

  36. Michael Shafer

    Michael Shafer

    CPA

    Partner

  37. Brian Shin

    Brian J. Shin

    CPA

    Partner

  38. Ryan Smith

    Ryan Smith

    Director

  39. Minako Steel

    Minako Steel

    CPA

    Director

  40. Keith Troutman

    Keith Troutman

    CPA, MBA

    Partner

  41. Craig Weaver

    Craig Weaver

    CPA, MBA

    Managing Partner

  42. Jason Winterburn

    Jason Winterburn

    CPA, CVA

    Director

  43. Aileen Wong

    Aileen Wong

    CPA

    Director

  44. David Yu

    David Yu

    CPA

    Partner

  45. Greg Zelenay

    Gregory J. Zelenay

    Managing Partner

Our software and technology team helps private equity-owned, privately held and public software and technology companies address their most pressing challenges.

    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.

    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 2,300 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.

    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.
    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

    2,300

    Serve nearly 2,300 software and technology clients

    $1 billion

    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