AAFCPAs has extensive expertise providing assurance, tax, accounting, and advisory solutions to technology companies, including those manufacturing and/or distributing tech hardware or software as a service (SaaS), people-powered technology services, and technology infrastructure. Our professionals are experienced in all stages of your growth journey, from early-stage businesses seeking venture capital, to those undertaking public offerings.
Our client base includes a significant representation of private equity and venture-backed equity investors, and our experience adds efficiencies and value.
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Nicole Zompa
Jeffrey Mead
Richard O’Neil
Angelina Aijun Lu
Unlocking Automation Success: Building a Robust Case for RPA Through a Strategic Rubric
AAFCPAs’ RPA rubric provides a standardized framework for evaluating and implementing RPA projects, ensuring consistency and alignment with business objectives, and maximizing the likelihood of achieving desired outcomes through measurable criteria.
Early-Stage Companies
Start-up and early-stage life science entrepreneurs and investors rely on AAFCPAs for comprehensive support tailored to their unique needs. This includes guidance on tax-efficient entity formation and selection, assistance with setting up cloud-based systems for accounting, bill payment, and payroll, and strategic tax planning. AAFCPAs also evaluates existing software tools to identify opportunities for more efficient processes, develops systems for tracking key contracts and their financial impacts, and collaborates with financial statement audit teams to plan for a successful first-year audit or review.
Growth Stage Companies
AAFCPAs offers specialized solutions to address the more complex challenges faced by growth stage technology businesses. Our Fractional CFOs and Controllers assist with analysis of significant R&D and contracts, budgeting, forecasting, and management reporting, cash runway evaluations, external audit coordination, vendor discussions, and regulatory filings like 1099s, empowering businesses to navigate complexity with confidence. Our integrated Business Transaction Advisory team guides clients through buy-side, sell-side, private equity, and internal transactions, offering due diligence preparation, response support for investor and buyer inquiries, and strategic advice to optimize exit strategies. We also deliver cost-effective in-house tax solutions to support IPO readiness, including corporate income and sales/use tax advisory, stock option modeling, and tax provision workpapers. For companies requiring second-firm support (i.e., independence), we provide SOX 404 management assessments, enterprise and cybersecurity risk evaluations, and Vulnerability Management as a Service (VMaaS), ensuring compliance and risk mitigation where resources are limited.
Why Choose AAFCPAs?
AAFCPAs’ team of multi-disciplinary professionals includes CPAs, Consulting Tax Attorneys, Consulting CFOs & Controllers, Data Analysts, Business Process, and IT Security Professionals, as well as Wealth Advisors. Our specialists come together quickly to help you persevere through the complexity of running a sustainable, high-performing organization in today’s business world.
Our team includes senior professionals with Big 4 and national firm experience. They have advised mid-sized, multinational SEC registrants and bring “lessons learned” to emerging companies navigating the accounting and tax complexities of revenue recognition, development costs, share based compensation, and complex equity or debt structures in venture capital transactions.
While our ideas and experience are “big,” we pride ourselves on the fact that we are a locally-owned firm that has grown organically as our value proposition is compelling. Our firm continues to expand its nationwide reach.
AAFCPAs’ diverse tax expertise is delivered by seasoned advisors with years of proven experience advising start-ups, venture-back companies, and companies expanding across the country and the globe with complex multistate, cross-border, international accounting, and taxation issues.
Many of AAFCPAs’ start-up and emerging growth companies leverage our Outsourced Accounting & Fractional CFO practice to achieve their finance function. AAFCPAs provides right-sized, outsourced accounting & advisory solutions, from cloud-based transactional accounting to high level CFO deliverables designed to optimize the modern finance function, and efficiently address your most critical financial processes.
If an exit is what you’re eyeing, you may access our Business Transaction Advisory team, which advises clients managing and executing buy-side, sell-side, private equity, and internal transactions. We help clients make informed decisions and execute transactions through all stages of the deal cycle.
AAFCPAs is a premier provider of System and Organization Controls (SOC) reports for organizations that must provide assurance about their systems to users.
AAFCPAs provides “second firm” solutions in instances where clients’ CPA firm either lacks the resources or has auditor independence issues. These solutions include SOX 404 management assessments, enterprise risk assessments, cybersecurity risk assessments and Vulnerability Management as a Service (VMaaS).
Expertise and Global Reach
Headquartered in Massachusetts—a hub for emerging technology companies—AAFCPAs has deep expertise in navigating and supporting technology-driven innovation. AAFCPAs is uniquely positioned to provide you with the close personal attention of our executive level professionals and help you continue to position your company to meet the challenges of tomorrow.
As an independent member of PrimeGlobal, the third largest CPA firm association in the world, our clients experience seamless national and global coordination of resources, on an as needed, pay-as-you-use basis. Our clients consider us an attractive alternative to national CPA firms.
How AAFCPAs Helps Tech Companies
Contact AAFCPAs
We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>