Technology

  1. In the News
    Business interconnectivity
  1. Travis M. Drouin

    Travis M. Drouin

    CPA

    Principal

  2. Rene Balli

    Rene Balli

    CPA

    Principal

  3. Doron Bass

    Doron Bass

    Principal

  4. Thomas Bennett

    Thomas Bennett

    CPA

    Managing Principal

  5. Jeremy Bivens

    Jeremy J. Bivens

    CPA, M.S.T.

    Principal

  6. Karisa L. Chin

    Karisa L. Chin

    CPA

    Principal

  7. Michael Cho

    Michael Cho

    CPA

    Director

  8. Jeff Davis

    Jeffrey Davis

    CPA, M.S.T.

    Principal

  9. Justin Demere

    Justin Demere

    CPA

    Principal

  10. Josh Din

    Josh Din

    CPA

    Principal

  11. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Principal

  12. Kirk T. Gilson

    Kirk T. Gilson

    CPA, MSA

    Principal

  13. Brian Gourlay

    Brian Gourlay

    CPA

    Principal

  14. Zak Everson

    Zak Everson

    CPA

    Principal

  15. Scott Howard

    Scott Howard

    CPA

    Principal

  16. Chris Johnson

    Chris Johnson

    CPA

    Managing Principal

  17. Joe Kiuchi

    Joe Kiuchi

    CPA, MBA

    Principal

  18. Chris Krogh

    Christopher Krogh

    CPA

    Principal

  19. James S. Lawson

    James S. Lawson

    CPA

    Principal

  20. Tina Lazaroff

    Tina Lazaroff

    CPA

    Principal

  21. Anthony Leung

    Anthony Leung

    CPA

    Principal

  22. Deanna R. Merryfield

    Deanna R. Merryfield

    CPA

    Managing Principal

  23. Sashi Mirpuri

    Shashi Mirpuri

    CPA

    Principal

  24. Larry Mohr

    Larry Mohr

    CPA, M.B.T.

    Principal

  25. Chase Murphy

    Chase Murphy

    CPA

    Principal

  26. Peter Noce

    Peter S. Noce

    CPA

    Principal

  27. Dan O'Connor

    Daniel T. O'Connor

    CPA

    Principal

  28. Rachel D. Polson

    Rachel Polson

    CPA

    Principal

  29. Larisa Rapaport

    Larisa Rapoport

    CPA, CGMA, MBA

    Principal

  30. Matt Rodgers

    Matt Rodgers

    CPA

    Principal

  31. Michael Shafer

    Michael Shafer

    CPA

    Principal

  32. Brian Shin

    Brian J. Shin

    CPA

    Principal

  33. Ryan Smith

    Ryan Smith

    Director

  34. Keith Troutman

    Keith Troutman

    CPA, MBA

    Principal

  35. Jason Winterburn

    Jason Winterburn

    CPA

    Principal

  36. Aileen Wong

    Aileen Wong

    CPA

    Director

  37. David Yu

    David Yu

    CPA

    Principal

  38. Greg Zelenay

    Gregory J. Zelenay

    Managing Principal

  39. 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

    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’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

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