Technology
Technology
David J. Arrick
CPA, MBA
Partner
Rene Balli
CPA
Partner
Doron Bass
Partner
Thomas Bennett
CPA
Managing Partner
Jeremy J. Bivens
CPA, MST
Partner
Martin Casaus
CPA
Partner
Karisa L. Chin
CPA
Partner
Michael Cho
CPA
Director
Jeffrey Davis
CPA, MST
Partner
Justin Demere
CPA
Partner
Josh Din
CPA
Partner
Jigna Doshi
CPA, MBA
Partner
Charles R. Droege
Chief Operating Officer
Travis M. Drouin
CPA, CIA
Partner
Richard E. Evans
CPA, MBA
Partner Emeritus
Zak Everson
CPA
Partner
Kirk T. Gilson
CPA, MSA
Partner
Brian Gourlay
CPA
Partner
Michael K. Green
CPA
Partner
Gary Grush
CPA, MST
Partner
Scott Howard
CPA
Partner
Suzanne Jacobs
CPA
Partner
Robena Jafari
J.D.
Partner
Chris Johnson
CPA
Partner
Joe Kiuchi
CPA, MBA
Partner
Christopher Krogh
CPA
Partner
James S. Lawson
CPA
Partner
Tina Lazaroff
CPA
Partner
Anthony Leung
CPA
Partner
Michael H. Lorber
CPA
Partner
Deanna R. Merryfield
CPA
Partner
Shashi Mirpuri
CPA
Partner
Larry Mohr
CPA, MBT
Partner
Chase Murphy
CPA
Partner
Peter S. Noce
CPA
Partner
Daniel T. O’Connor
CPA
Partner
Rachel Polson
CPA
Partner
Larisa Rapoport
CPA, CGMA, MBA
Partner
Matt Rodgers
CPA
Partner
Sam Salty
CPA, MBA
Partner
Michael Shafer
CPA
Partner
Brian J. Shin
CPA
Partner
Ryan Smith
Director
Keith Troutman
CPA, MBA
Partner
Craig Weaver
CPA, MBA
Managing Partner
Jason Winterburn
CPA, CVA
Partner
Aileen Wong
CPA
Director
David Yu
CPA
Partner
Gregory J. Zelenay
Managing Partner
Our 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.
Featured insights and case studies
Finding value in college esports
The booming esports market offers recruitment, retention, engagement and student wellness and other growth opportunities for colleges and universities.
VC cash is adding rocket fuel to startups and disruptive businesses
Venture capital (VC) firms are providing great infusions of cash to support new business ideas and startups in a world still disrupted by the pandemic. Investors are hyper-focused on disruptive and innovative products and services, but what does that mean for the business owner or entrepreneur?
How higher education esports programs can help technology companies address talent issues
Sponsoring college esports programs could help software and technology companies struggling with their workforce recruit and retain top talent.
Baker Tilly assists emerging growth technology company with $300 million sale
Baker Tilly assists emerging growth technology company with their complex financing, accounting and corporate governance needs in preparation for a possible high-dollar acquisition.
Baker Tilly works with enterprise software company to successfully implement Phase 1 of ASC 606 transition
Baker Tilly completed Phase 1 of the revenue recognition assessment for an enterprise software company, provides project-based software in the government contracting and services industries.
As SPACs remain popular, here’s what you need to know
Special-purpose acquisition companies (SPACs) can present benefits but organizations cannot afford to underestimate the readiness effort and requirements involved.
Seeking to avert operational threats from disruptive incidents, a technology provider taps Baker Tilly
Baker Tilly developed a business continuity plan to manage and minimize interruption to business operations in the event of a disruptive incident.
The ethical implications of using AI
Society is reaping benefits from artificial intelligence programs, however, until more diverse viewpoints and experiences are taken into account, the damage caused by AI programs will undermine any of the benefits.
Emerging mobile application developer successfully organizes financial statements
Baker Tilly works in partnership with a mobile application developer to organize financial statements and complete an audit
What the Wayfair ruling means for technology firms
Baker Tilly breaks down the South Dakota v. Wayfair ruling for tech firms.
ASC 606: Revenue recognition considerations for software and technology companies
New revenue recognition standards will have specific considerations for software and technology companies.
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.
Services
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.
Software and technology newsletter
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Our industries and services
Tax
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
Assurance
Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Healthcare & Life Sciences
Baker Tilly helps organizations win now, and explore the options for tomorrow, through an orchestrated approach and understanding encompassing all facets of the healthcare ecosystem.
Private Equity & Portfolio Companies
From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.
Corporate Renewal & Turnaround Services
Baker Tilly works with companies to design and execute a comprehensive turnaround plan to help mitigate risk and improve operations during an economic downturn.
Client Accounting Services
Leveraging best-in-class technology to provide comprehensive outsourced accounting and advisory services.
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