Industry Focus: Technology & Startups
Build fast. Build financially sound.
Seattle is built on innovation. We provide founder-led tech companies with the specialized tax strategy and CFO oversight needed to scale responsibly and raise capital successfully.
Expertise for High-Growth Environments
Tech companies face a unique set of financial hurdles: managing burn rates before achieving profitability, navigating complex equity compensation, and ensuring financial documentation is pristine for due diligence. Our technology practice specializes in the exact challenges faced by Pacific Northwest SaaS, hardware, and deep-tech founders.
R&D Tax Credits
Identifying and documenting qualified research expenses to offset payroll or income taxes, returning crucial runway to early-stage companies.
Equity Compensation
Structuring and tax planning for ISOs, NSOs, RSUs, and 83(b) elections for founders and early employees.
Startup CFO Support
Fractional leadership to manage burn rates, build 13-week cash flow models, and establish scalable SaaS metrics.
Series A Readiness
Upgrading financial statements from cash to GAAP, preparing quality of earnings, and acting as financial liaison to investors.
Key Focus Areas
- Convertible note & SAFE accounting
- SaaS revenue recognition (ASC 606)
- Multi-state sales tax (Economic Nexus)
- Founder exit planning & QSBS (Sec 1202)
