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Technology

Value-added solutions for software and technology companies

Technology

  1. Webinar
    due diligence with a SOC 2 examination

    How to bolster vendor due diligence with a SOC 2

  2. Article
    Capitol building reflection at sunrise

    Strategies to address the new SEC cyber disclosure rule (and how to do it!)

  3. Article
    Professionals analyzing real-time financial data at computer

    Seven benefits of SaaS Intelligence

  4. Article
    Sun reflecting off of colorful building

    The rise of proactive assurance, and why it’s here to stay

  5. Webinar
    software automation data screen

    Mastering the art of accurate measurements

  6. Article
    U.S. Capitol Building reflecting on water in Washington, D.C.

    New SEC cyber incident disclosure marks first-time cybersecurity disclosure requirement across the capital markets

  7. Article
    Lights speeding by with city buildings in the distance

    What is platformization?

  8. Webinar
    Consultant analyzes financial statements in spreadsheets

    How to use SaaS metrics to gain real-time visibility

  9. Case Study
    Abstract blue network lights

    BornTec sells to Transaction Network Services (TNS)

  10. Whitepaper
    Executive is overwhelmed by technology decision-making process

    Technology overload: a guide to making smarter decisions

  11. Article
    Delaware state capitol building

    Unclaimed property: state-by-state guide

  12. Case Study
    software automation data screen

    Testing of software company's web portal boosts confidence in security measures

  13. Article
    casual work space office

    How to build an effective IT audit team during a time of skilled resourcing shortages

  14. Article
    people office

    Top five cybersecurity and IT audit trends that most impact an organization’s ability to respond to today’s challenges

  15. Multimedia
    Businessmen close deal with handshake

    Startup essentials for the technology market

  16. Case Study
    Research team discusses software development and data organization

    Software company manages growth by implementing cloud-based financials

  17. Case Study
    woman working at computer

    SaaS technology firm improves month-end by four days with Sage Intacct

  18. Article
    Winding road leads to to the future

    Going public: a path for success

  19. Case Study
    Woman analyzing data on several computer screens

    Digital engagement company reduces invoice cycle by one-third

  20. Case Study
    SaaS business intelligence software

    Technology company gains actionable insights with SaaS Intelligence

  21. Case Study
    Exterior of an apartment complex

    Baker Tilly Digital helps SaaS-based company graduate to the cloud

  22. Article
    Baker Tilly professionals work on a project overlooking the city

    VC cash is adding rocket fuel to startups and disruptive businesses

  23. Case Study
    Tractor in a wheat field

    Subscription-based software company automates global consolidations

  24. Case Study
    team meeting in office

    Payroll software company implements powerful ERP solution

  25. Case Study
    People discussing financial data on computer screen

    RegTech company sees 100% ROI and six-month payback with ERP solution

  26. Case Study
    Consultant uses data analytics to address strategic growth

    Data provider improves accounting processes and financial visibility

  27. Case Study
    Airplane flying over mountains

    Software engineering services firm implements a scalable system

  28. Case Study
    Pizza delivery

    Software and app company improves reporting and systems integration

  29. Article
    Analyzing program data on tablet

    The ethical implications of using AI

  30. Webinar
    Real estate developer looks up at buildings in a city

    Real conversations: going public via SPAC

  31. Case Study
    People at computers

    Technology start-up streamlines business processes

  32. Webinar
    Start-up tax planning meeting

    Tax issues facing start-ups

  33. Article
    SaaS KPIs

    Why automating your SaaS KPIs is critical to CMRR growth

  34. Article
    Consultant analyzes financial statements in spreadsheets

    A greater need for municipalities to provide online tools

  35. Article
    Pittsburgh regional M&A update: Q3 2019

    Pittsburgh regional M&A update: Q3 2019

  36. Article
    Man working on a computer

    R&D credit opportunities for software and technology companies

  37. Article
    Colorful buildings in the city

    Texas M&A update: Q2 2019

  38. Case Study
    Team meets to discuss strategy

    Initial GDPR readiness assessment leads to comprehensive, strategic privacy advisory of growing technology company

  39. Article
    Man consults on the phone while working on the computer

    Tax tips: what software and technology startups need to know

  40. Article
    Chicago skyline along Lake Michigan

    Great Lakes regional M&A update: Q1 2019

  41. Article
    Philadelphia, Pennsylvania

    Philadelphia regional M&A update Q1 2019

  42. Article
    Pittsburgh, Pennsylvania

    Pittsburgh regional M&A update: Q1 2019

  43. Article
    Winding road leads to to the future

    Central Pennsylvania regional M&A update: Q1 2019

  44. Case Study
    People shaking hands at a meeting

    Growing technology company enhances privacy posture through GDPR readiness assessment prior to international expansion

  45. Article
    Five person board meeting

    Transitioning from an advisory board to a board of directors

  46. Article
    Professionals sign contract to close the deal

    InsurTechs and the R&D credit

  47. Case Study
    How our relationship with ADP allows us to provide more strategic advisory services to clients of all sizes

    From a compliance focus to an advisory approach: how our relationship with ADP allows us to provide more strategic advisory services to clients of all sizes

  48. Whitepaper
    Cables connect servers to network

    ASC 606 software and technology industry supplement

  49. Article
    People networking in courtyard

    New procedures on small business taxpayer accounting methods

  50. Article
    Tablet indicates financial health of organization

    New proposed regulations for internal use software

  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

    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. Michael Green

    Michael K. Green

    CPA

    Partner

  20. Gary Grush

    Gary Grush

    CPA, MST

    Partner

  21. Scott Howard

    Scott Howard

    CPA

    Partner

  22. Suzanne Jacobs

    Suzanne Jacobs

    CPA

    Partner

  23. Robena Jafari

    Robena Jafari

    J.D.

    Partner

  24. Chris Johnson

    Chris Johnson

    CPA

    Partner

  25. Joe Kiuchi

    Joe Kiuchi

    CPA, MBA

    Partner

  26. Chris Krogh

    Christopher Krogh

    CPA

    Partner

  27. James S. Lawson

    James S. Lawson

    CPA

    Partner

  28. Tina Lazaroff

    Tina Lazaroff

    CPA

    Partner

  29. Anthony Leung

    Anthony Leung

    CPA

    Partner

  30. Michael Lorber

    Michael H. Lorber

    CPA

    Partner

  31. Deanna R. Merryfield

    Deanna R. Merryfield

    CPA

    Managing Partner

  32. Sashi Mirpuri

    Shashi Mirpuri

    CPA

    Partner

  33. Larry Mohr

    Larry Mohr

    CPA, M.B.T.

    Partner

  34. Chase Murphy

    Chase Murphy

    CPA

    Partner

  35. Peter Noce

    Peter S. Noce

    CPA

    Partner

  36. Dan O'Connor

    Daniel T. O’Connor

    CPA

    Partner

  37. Rachel D. Polson

    Rachel Polson

    CPA

    Partner

  38. Larisa Rapaport

    Larisa Rapoport

    CPA, CGMA, MBA

    Partner

  39. Matt Rodgers

    Matt Rodgers

    CPA

    Partner

  40. Sam Salty

    Sam Salty

    CPA, MBA

    Partner

  41. Michael Shafer

    Michael Shafer

    CPA

    Partner

  42. Brian Shin

    Brian J. Shin

    CPA

    Partner

  43. Ryan Smith

    Ryan Smith

    Director

  44. Keith Troutman

    Keith Troutman

    CPA, MBA

    Partner

  45. Craig Weaver

    Craig Weaver

    CPA, MBA

    Managing Partner

  46. Jason Winterburn

    Jason Winterburn

    CPA

    Partner

  47. Aileen Wong

    Aileen Wong

    CPA

    Director

  48. David Yu

    David Yu

    CPA

    Partner

  49. Greg Zelenay

    Gregory J. Zelenay

    Managing Partner

  50. Chirs Price

    Chris Price

    Director

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

    1. HBCU launched college esports program to enhance student engagement

      Finding value in college esports

      The booming esports market offers recruitment, retention, engagement and student wellness and other growth opportunities for colleges and universities.
    2. Baker Tilly professionals work on a project overlooking the city

      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?
    3. Students walk up the stairs on campus

      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.
    4. high-dollar acquisition

      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.
    5. ethernet cables

      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.
    6. Man analyzes a report at a computer

      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.
    7. Technology provider develops resilience through business continuity plan

      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.
    8. Analyzing program data on tablet

      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.
    9. Emerging mobile application developer successfully organizes financial statements and completes first audit in several years

      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
    10. Wayfair technology

      What the Wayfair ruling means for technology firms

      Baker Tilly breaks down the South Dakota v. Wayfair ruling for tech firms.
    11. Man holding tablet

      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.

    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.

    Our industries and services

    1. Two women meet to discuss tax strategy

      Tax

      Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
    2. Man and woman discuss a client project in an office

      Assurance

      Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.
    3. Climbers move forward avoiding risks to reach their goal, the summit

      Risk Advisory

      Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
    4. Life sciences presentation on data dashboard

      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.
    5. Team working together at a conference table

      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.
    6. Professionals sign contract to close the deal

      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.
    7. Small business owner reviews inventory online

      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