Technology

    1. Rene Balli

      Rene Balli

      CPA

      Partner

    2. Doron Bass

      Doron Bass

      Partner

    3. Thomas Bennett

      Thomas Bennett

      CPA

      Managing Partner

    4. Jeremy Bivens

      Jeremy J. Bivens

      CPA, M.S.T.

      Partner

    5. Martin Casaus

      Martin Casaus

      CPA

      Partner

    6. Karisa L. Chin

      Karisa L. Chin

      CPA

      Partner

    7. Michael Cho

      Michael Cho

      CPA

      Director

    8. Jeff Davis

      Jeffrey Davis

      CPA, M.S.T.

      Partner

    9. Justin Demere

      Justin Demere

      CPA

      Partner

    10. Josh Din

      Josh Din

      CPA

      Partner

    11. Jigna Doshi

      Jigna Doshi

      CPA, MBA

      Partner

    12. Kirk T. Gilson

      Kirk T. Gilson

      CPA, MSA

      Partner

    13. Brian Gourlay

      Brian Gourlay

      CPA

      Partner

    14. Zak Everson

      Zak Everson

      CPA

      Partner

    15. Gary Grush

      Gary Grush

      CPA, MST

      Partner

    16. Scott Howard

      Scott Howard

      CPA

      Partner

    17. Chris Johnson

      Chris Johnson

      CPA

      Partner

    18. Joe Kiuchi

      Joe Kiuchi

      CPA, MBA

      Partner

    19. James S. Lawson

      James S. Lawson

      CPA

      Partner

    20. Tina Lazaroff

      Tina Lazaroff

      CPA

      Partner

    21. Anthony Leung

      Anthony Leung

      CPA

      Partner

    22. Deanna R. Merryfield

      Deanna R. Merryfield

      CPA

      Managing Partner

    23. Sashi Mirpuri

      Shashi Mirpuri

      CPA

      Partner

    24. Larry Mohr

      Larry Mohr

      CPA, M.B.T.

      Partner

    25. Chase Murphy

      Chase Murphy

      CPA

      Partner

    26. Peter Noce

      Peter S. Noce

      CPA

      Partner

    27. Rachel D. Polson

      Rachel Polson

      CPA

      Partner

    28. Larisa Rapaport

      Larisa Rapoport

      CPA, CGMA, MBA

      Partner

    29. Matt Rodgers

      Matt Rodgers

      CPA

      Partner

    30. Michael Shafer

      Michael Shafer

      CPA

      Partner

    31. Brian Shin

      Brian J. Shin

      CPA

      Partner

    32. Ryan Smith

      Ryan Smith

      Director

    33. Keith Troutman

      Keith Troutman

      CPA, MBA

      Partner

    34. Craig Weaver

      Craig Weaver

      CPA, MBA

      Managing Partner

    35. Aileen Wong

      Aileen Wong

      CPA

      Director

    36. David Yu

      David Yu

      CPA

      Partner

    37. Greg Zelenay

      Gregory J. Zelenay

      Managing Partner

    38. Chirs Price

      Chris Price

      Director

    Our technology practice brings a full range of services and extensive industry knowledge to companies at every phase of their business lifecycle.

      Maintaining a business in today's technology market is no small feat. In an environment of continuous change, organizations must be prepared for all kinds of financial hurdles – whether it's taking on new funding, scaling your business for growth, or preparing for an IPO. At Baker Tilly, we provide a personal touch to our service that ensures your business can thrive in a competitive market. We work closely with companies to affirm their success and prepare them for challenges they face both now and in the future. 

      Our industry expertise, technical knowledge and relationships with others who serve this industry provide value to many different types of technology, media, and telecommunications companies. This includes software-as-a-service (SaaS) providers, machine learning (ML) companies, cybersecurity providers, and healthcare IT providers, among others. Baker Tilly also serves the hardware companies that support these technologies, such as semiconductor manufacturers and robotics solutions providers. 

      Highlighted services

      Baker Tilly offers tailored services to help companies navigate the intricate landscape of growth. We help technology companies nurture bright ideas, transforming them into sustainable businesses. Meanwhile, for established technology companies, Baker Tilly provides essential tax guidance, assurance, and strategic advisory services, ensuring robust financial health as they evolve and adapt to changing business needs.

      Baker Tilly Advantage

      Sometimes you just need some outside help. Baker Tilly Advantage provides turnkey resources for your company’s tax, HR and outsourced accounting needs. Our subscription-based model is scaled and packaged to just the right size – yours. 

      Financial statement audits

      In the technology industry's competitive market, financial statements aren't just about compliance and reporting - they're the ticket to future investment and growth. Our audit and assurance teams have deep industry knowledge and experience to help technology companies at every stage of their lifecycle.

      Business valuation and IPO readiness

      Whether you're preparing for another round of funding, gearing up for an IPO or sale, or just need a valuation for compliance reporting, Baker Tilly's specialists provide a hands-on approach to this crucial step on your path to success.

      Transaction advisory services

      Baker Tilly’s M&A advisory services for technology companies ensure our clients receive in-depth and personalized analysis for any type of deal.  Our specialists can assist on the buy and sell side of a transaction and with due diligence for any type of transaction.

      Tax services

      Baker Tilly brings unique industry expertise to technology companies as they build their tax structure and position themselves for future growth.  This includes tax credits and incentives, corporate and partnership tax, state and local tax (SALT), transfer pricing, international tax and more.  

      Risk and cybersecurity

      Baker Tilly's technology specialists take a proactive approach to risk, so your company can mitigate problems before they appear. Our team offers a wide range of risk advisory and cybersecurity services, including penetration testing and vulnerability assessments and internal audit.

      Two professionals meet at a computer to review analytics

      Unlock SaaS Intelligence with Baker Tilly Digital

      Automatically see the key performance indicators (KPIs), bookings activity and customer unit economics that expose the levers you can adjust to drive predictable and sustainable growth. Baker Tilly Digital’s SaaS Intelligence was made based on our extensive experience working with numerous, sophisticated SaaS companies all struggling to achieve the same objective.

      At a glance

      Solutions for technology, media and telecommunications companies

      Technology companies offer different types of value to the markets that they serve. In a space as varied as technology, no two organizations are quite alike. Our solutions are personalized and tailor-made to our clients’ unique needs to help them adapt and thrive with dynamic industry changes. 

      Whether fueled by personal investment, venture capital, or private equity funding, our team provides tax, assurance, and advisory services to assist technology companies throughout their growth trajectory.  

      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.  

      Baker Tilly works with technology companies to stay ahead of challenges and opportunities in a fast-paced industry. We provide the personalized support technology companies need to stay on the cutting edge of innovation. Our team helps startups through established companies develop sound 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

      3,800+

      technology, media and telecommunications 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