Technology
Technology
Travis M. Drouin
CPA
Principal
Rene Balli
CPA
Principal
Doron Bass
Principal
Thomas Bennett
CPA
Managing Principal
Jeremy J. Bivens
CPA, M.S.T.
Principal
Michael Cho
CPA
Director
Jeffrey Davis
CPA, M.S.T.
Principal
Justin Demere
CPA
Principal
Josh Din
CPA
Principal
Jigna Doshi
CPA, MBA
Principal
Kirk T. Gilson
CPA, MSA
Principal
Brian Gourlay
CPA
Principal
Zak Everson
CPA
Principal
Scott Howard
CPA
Principal
Chris Johnson
CPA
Managing Principal
Joe Kiuchi
CPA, MBA
Principal
Christopher Krogh
CPA
Principal
James S. Lawson
CPA
Principal
Tina Lazaroff
CPA
Principal
Anthony Leung
CPA
Principal
Deanna R. Merryfield
CPA
Managing Principal
Shashi Mirpuri
CPA
Principal
Larry Mohr
CPA, M.B.T.
Principal
Chase Murphy
CPA
Principal
Peter S. Noce
CPA
Principal
Daniel T. O'Connor
CPA
Principal
Rachel Polson
CPA
Principal
Larisa Rapoport
CPA, CGMA, MBA
Principal
Matt Rodgers
CPA
Principal
Michael Shafer
CPA
Principal
Brian J. Shin
CPA
Principal
Ryan Smith
Director
Keith Troutman
CPA, MBA
Principal
Jason Winterburn
CPA
Principal
Aileen Wong
CPA
Director
David Yu
CPA
Principal
Gregory J. Zelenay
Managing Principal
Chris Price
Director
Our technology practice brings a full range of services and extensive industry knowledge to companies at every phase of their business lifecycle.
Maintaining a business in today's technology market is no small feat. In an environment of continuous change, organizations must be prepared for all kinds of financial hurdles – whether it's taking on new funding, scaling your business for growth, or preparing for an IPO. At Baker Tilly, we provide a personal touch to our service that ensures your business can thrive in a competitive market. We work closely with companies to affirm their success and prepare them for challenges they face both now and in the future.
Our industry expertise, technical knowledge and relationships with others who serve this industry provide value to many different types of technology, media, and telecommunications companies. This includes software-as-a-service (SaaS) providers, machine learning (ML) companies, cybersecurity providers, and healthcare IT providers, among others. Baker Tilly also serves the hardware companies that support these technologies, such as semiconductor manufacturers and robotics solutions providers to help keep up on technology industry trends.
Highlighted services
Baker Tilly offers tailored services to help companies navigate the intricate landscape of growth. We help technology companies nurture bright ideas, transforming them into sustainable businesses. Meanwhile, for established technology companies, Baker Tilly provides essential tax guidance, assurance, and strategic advisory services, ensuring robust financial health as they evolve and adapt to changing business needs.
Baker Tilly Advantage
Sometimes you just need some outside help. Baker Tilly Advantage provides turnkey resources for your company’s tax, HR and outsourced accounting needs. Our subscription-based model is scaled and packaged to just the right size – yours.
Financial statement audits
In the technology industry's competitive market, financial statements aren't just about compliance and reporting - they're the ticket to future investment and growth. Our audit and assurance teams have deep industry knowledge and experience to help technology companies at every stage of their lifecycle.
Business valuation and IPO readiness
Whether you're preparing for another round of funding, gearing up for an IPO or sale, or just need a valuation for compliance reporting, Baker Tilly's specialists provide a hands-on approach to this crucial step on your path to success.
Transaction advisory services
Baker Tilly’s M&A advisory services for technology companies ensure our clients receive in-depth and personalized analysis for any type of deal. Our specialists can assist on the buy and sell side of a transaction and with due diligence for any type of transaction.
Tax services
Baker Tilly brings unique industry expertise to technology companies as they build their tax structure and position themselves for future growth. This includes tax credits and incentives, corporate and partnership tax, state and local tax (SALT), transfer pricing, international tax and more.
Risk and cybersecurity
Baker Tilly's technology specialists take a proactive approach to risk, so your company can mitigate problems before they appear. Our team offers a wide range of risk advisory and cybersecurity services, including penetration testing and vulnerability assessments and internal audit.
Unlock SaaS Intelligence
Automatically see the key performance indicators (KPIs), bookings activity and customer unit economics that expose the levers you can adjust to drive predictable and sustainable growth. Baker Tilly’s SaaS Intelligence was made based on our extensive experience working with numerous, sophisticated SaaS companies all struggling to achieve the same objective.
At a glance
Solutions for technology, media and telecommunications companies
Technology companies offer different types of value to the markets that they serve. In a space as varied as technology, no two organizations are quite alike. Our solutions are personalized and tailor-made to our clients’ unique needs to help them adapt and thrive with dynamic industry changes.
Whether fueled by personal investment, venture capital, or private equity funding, our team provides tax, assurance, and advisory services to assist technology companies throughout their growth trajectory.
We help companies and their investors develop strategic and profitable solutions to such issues as domestic and global expansion, new product development, ongoing funding requirements, revenue recognition requirements and evaluating exit strategies.
Baker Tilly works with technology companies to stay ahead of challenges and opportunities in a fast-paced industry. We provide the personalized support technology companies need to stay on the cutting edge of innovation. Our team helps startups through established companies develop sound practices that allow them to demonstrate strength and stability to customers, investors, lenders and merger candidates.
Immediately upon engaging their team, they have been instrumental in helping guide us through the challenges facing a high growth, early stage company, which includes raising capital, managing cash and building out a financial infrastructure. Their approach of developing a deep understanding of our business as the baseline for the audit made the entire process efficient, leading to a timely delivery to our board. The board was thrilled to have an accounting firm deliver what they promised.Jim Matas, Chief Financial Officer, Verisma Systems, Inc.
Related industries and services
Tax
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
Assurance
Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Healthcare & Life Sciences
Baker Tilly helps organizations win now, and explore the options for tomorrow, through an orchestrated approach and understanding encompassing all facets of the healthcare ecosystem.
Private Equity & Portfolio Companies
From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.
Outsourced Accounting
Outsourcing your accounting needs can help transform your financial management and provide data to drive strategic planning, guide business decisions, and support overall growth — all while saving you time, money and stress.
We engaged Baker Tilly six months prior to our IPO, so the team had to do a lot of work quickly to get up-to-speed and help us through the IPO process. Quite frankly, they did it flawlessly.Alan Stewart, CFO, ShotSpotter, Inc.
By the numbers
3,800+
technology, media and telecommunications clients
$1 billion
Work with startups through established companies with more than $1 billion in sales
Baker Tilly’s industry expertise in software means I don’t have to explain our business to the team. They already know what’s going on, what accounting changes will impact our company and can provide recommendations and alternatives that make sense for our company.Keith Bradach, Head of Finance and Administration, Conservis Corporation
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