Services
R&D credit support from study to refund follow-up.
Technology Credit supports CPAs, startups, and fund managers with focused study work, documentation, monitoring, and adjacent startup finance tools.
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R&D Tax Credit
We help businesses identify eligible research activities and expenses, calculate federal and state R&D tax credits, and prepare comprehensive supporting studies. Our team works with your technical personnel, CPA, and payroll provider to coordinate filing requirements, track refunds, and assist with audit-related documentation requests.
- Federal and state R&D tax credit calculations
- Comprehensive project narratives and expense documentation
- Filing coordination, refund tracking, and audit support
Startup Advisory
We help founders manage the financial needs of starting and growing a business. Our services include bookkeeping, financial reporting, tax planning and compliance, cash flow forecasting, and fundraising preparation. We turn financial information into practical insights so you can evaluate growth plans, anticipate funding needs, and make informed decisions.
- Organized accounting records and clear financial reports
- Cash flow, runway, and growth forecasts
- Tax planning and fundraising preparation support
IPO Readiness
We help companies assess their financial readiness for a potential public listing and address preparation gaps. Working alongside management, auditors, legal counsel, and other advisors, we help organize financial records, prepare supporting schedules, improve reporting processes, and document internal controls. Our approach establishes clear priorities and milestones for the preparation process.
- IPO readiness assessment and preparation roadmap
- Organized financial schedules and supporting records
- Reporting process improvements and advisor coordination
Bank Partnership
We help fintech companies prepare for and manage bank partnerships. Our services include organizing due diligence materials, developing compliance policies and operational procedures, and coordinating responses to bank review requirements. From initial onboarding to ongoing oversight, we help your team maintain clear documentation and address the requirements of your financial program.
- Organized bank due diligence and onboarding materials
- Program-specific compliance policies and operational procedures
- Bank review coordination and ongoing documentation support