Our clients include privately-held enterprises, on the lifecycle continuum located anywhere between the company’s formation to full maturity stage. We scale our services to grow with our clients, and support them in their growth and development.
Our clients want guidance along the way, and we can provide them with relevant education, recommendations and support. These clients in the technology industry are similar to you in terms of, technical issues, professional support needs and long-term goals. Typically, our clients are looking for the assurance services to obtain additional financing, comply with already existing financial agreements, prepare for an acquisition, comply with regulatory agencies, or to just get comfort knowing that their financial records are in good shape and are in compliance with various rules and regulations.
Accounting departments of our clients are normally limited to a few accounting staff with or without a CFO. Therefore, our clients are often in need of certain accounting services to help them comply with US GAAP accounting and tax rules. Our clients are also looking for tax services to calculate the R&D credits, assistance with tax provisions, understanding tax issues surrounding stock options, when to make an 83(b) elections, information reporting to the IRS, or section 382 NOL limitation computations.
We are all about building mutual-beneficial business relationships. We introduce our clients to the right business partners when they need it. Those introduc- tions lead to valuable business relationships which are essential in accomplishing strategic goals.
In addition to the typical compliance services, we also provide other non- compliance value added services, such as:
- Advice on accounting for revenue recognition
- Executive compensation reviews
- Tax Incentives (including R&D Tax Credit)
- Mergers & Acquisitions
- Business advisory services (for example, industry benchmark reports)
- Review of retirement plans
- For the management team, we can prepare personal tax filings and provide wealth management services, such as retirement planning, financial planning, risk management and investment advisory.
For more information, please contact Karisa L. Chin at 415-624-2233 and email@example.com