Audit, Tax, Accounting, and Advisory for Technology / SaaS Companies

AAFCPAs has extensive expertise providing assurance, tax, accounting, and advisory solutions to technology-focused companies.

Technology & SaaS Industry Expertise

Accounting, Tax, Assurance & Advisory for Technology Companies

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.

Nicole Zompa

PartnerCPA

Nicole Zompa

PartnerCPA

Nicole is a partner in the commercial assurance practice of AAFCPAs. She specializes in advising diverse commercial clients including: early-stage venture-backed companies, family owned and private equity owned companies, and mid-sized, multinational…

Jeffrey Mead

PartnerCPA, CGMA

Jeffrey Mead

PartnerCPA, CGMA

Jeffrey is a Partner in the Commercial Assurance Division at AAFCPAs, where he provides technical accounting advisory solutions and concurring partner reviews. This includes guidance on standards implementation and interpretation. He is…

Richard O'Neil

PartnerCPA

Richard O'Neil

PartnerCPA

Rich has extensive experience leading financial statement audits for privately held companies, including software, high tech & biotech, and manufacturers / distributors. Rich takes a genuine interest in his clients, and he…

Angelina Aijun Lu

DirectorMSA, CPA

Angelina Aijun Lu

DirectorMSA, CPA

Angie is a leader in AAFCPA’s Commercial Audit Practice. She provides assurance and consulting solutions to diverse businesses, including manufacturers, distributors, retailers, professional service firms, and biotech and fintech companies. She provides…

Why Technology Companies Work with AAFCPAs

Comprehensive Expertise Across Finance, Tax, and Advisory Services

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).

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Startup & Early-Stage Advisory

Early-Stage Life Sciences Accounting, Tax & CFO Support

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 Advisory

Growth Stage Technology CFO, Tax & Transaction Support

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 cybersecurity and IT security services to support compliance and risk mitigation when internal resources are constrained.

Global CPA Network

Expertise & Global Reach for Technology Companies

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.

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Giving Back.

AAFCPAs celebrates the many nonprofits that enrich our lives by committing to donate 10% of our net income annually back to nonprofits.

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“Our impact does not come from a single initiative; it comes from hundreds of people who show up each day with curiosity and a commitment to making things better.”

– Carla McCall, AAFCPAs Managing Partner
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Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.