Specialized Industry Division E-E-A-T CPA Startup Advisory

    technology & startup
    accounting & tax strategy.

    R&D tax credits, ASC 606 revenue recognition, equity compensation planning, and AA One growth technology — built for SaaS companies and high-growth tech ventures.

    estimate R&D credit

    CPA Led

    Startup tax specialists

    R&D

    Federal & state tax credits

    ASC 606

    SaaS revenue recognition

    AA One

    Pipeline & prospecting tools

    specialized accounting

    built for the financials of building.

    High-growth startups need forward-looking financial optics, maximum R&D credit capture, and investor-grade reporting. AA operates as your fractional financial department.

    Tax Optimization

    R&D Tax Credits

    Identify and claim federal and state R&D tax credits for qualified software development, engineering, and product innovation activities.

    • Federal & state R&D credit qualification
    • Activity documentation & payroll tracking
    • Credit carryforward & utilization strategy
    SaaS Accounting

    ASC 606 Revenue Recognition

    Properly recognize subscription revenue, deferred revenue, and multi-element arrangements under ASC 606 standards.

    • Deferred revenue & contract liability tracking
    • Monthly recurring revenue (MRR) reporting
    • Multi-element arrangement allocation
    Cap Table

    Equity Compensation Planning

    Account for stock options, RSUs, and 83(b) elections while managing cap table complexity and tax implications.

    • Stock option & RSU expense accounting
    • 83(b) election tracking & advisory
    • Cap table maintenance & dilution modeling
    Financial Planning

    Burn Rate & Runway Analysis

    Track cash burn, forecast runway, and produce investor-grade financial reporting that supports fundraising.

    • Monthly burn rate tracking
    • Runway & fundraising forecasting
    • Investor-ready financial statements
    Reporting

    Investor-Ready Reporting

    Deliver clean GAAP financials, KPI dashboards, and board-ready reports that build investor confidence.

    • GAAP-compliant financial statements
    • KPI & unit economics reporting
    • Board deck financial support
    Growth Software Layer

    AA One Pipeline & Prospecting

    Manage B2B sales pipelines, run email/SMS drip campaigns, and prospect new business accounts from one platform.

    • B2B lead pipeline & deal tracking
    • Email & SMS drip campaigns
    • Prospecting engine for new accounts

    sectors served

    tech specialties we support

    From pre-revenue startups to scaling SaaS companies, AA provides tailored financial support for every stage of growth.

    SaaS & Subscription Companies

    SaaS & Subscription Companies

    ASC 606 deferred revenue, MRR/ARR tracking, churn accounting, and annual contract revenue recognition.

    Venture-Backed Startups

    Venture-Backed Startups

    Cap table management, equity compensation accounting, runway forecasting, and board-ready financial reporting.

    Mobile & Consumer Apps

    Mobile & Consumer Apps

    In-app purchase revenue recognition, ad revenue reconciliation, and developer/contractor 1099 tracking.

    AI & Machine Learning

    AI & Machine Learning

    R&D credit qualification for model development, compute cost allocation, and research expense tracking.

    Marketplaces & Platforms

    Marketplaces & Platforms

    Two-sided marketplace revenue recognition, payment facilitator accounting, and take-rate margin analysis.

    Hardware & IoT Ventures

    Hardware & IoT Ventures

    Inventory and COGS for physical products, manufacturing cost accounting, and product margin analysis.

    interactive R&D estimator

    estimate your R&D tax credit

    See how R&D credits and startup tax optimizations reduce your liability.

    $500,000
    $100k$1.5M$3M+

    estimated annual tax reduction

    $17,500*

    R&D Credit Estimate:$50,000
    Tax Savings:$10,000

    *Estimates based on average R&D credit rates. Final credits depend on qualified activities, entity type, and state tax codes.

    expert answers

    technology & startup accounting faqs.

    one partner for your startup

    build your product.
    we'll handle the financials.

    R&D credits, revenue recognition, cap tables, payroll, and growth tools — managed through one seamless relationship.

    run your business.
    we’ll handle
    the rest.

    your finances. your customers. your business. one team.

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    jump to anything

    run your business. we'll handle the rest.