In the last decade, SaaS and technology companies represented the largest growth of the S&P (as of 2020) and are on pace to grow at a compound annual growth rate of 9% over the next five-year period. As smaller technology companies enter the space, sophisticated buyers have become more discerning in selecting technology partners, applying price pressure with the expectation of high-quality output.
With changes in the competitive landscape and how consumers and the developing world continue to move online, the industry has had to keep pace to become more efficient while improving quality to stay ahead of competition. This has required careful attention to agreements, unit costs, and budgets.
Keeping pace with our clients is no easy feat. That is why we’ve developed tools and metrics that help tech companies understand their own progress against self-established goals and monitor how their numbers measure up to the rest of the industry. To keep up with our clients, we’ve developed an advisory program to consistently deliver a first-rate client experience. Our proven method for delivering a successful On-Ramp includes:
- Prior Year Tax Return Review Covering Missed Strategy and Deductions
- QuickBooks, Xero, Accounting Systems Diagnostic
- Financial Projections & Tax Liability
- Tax Credits Analysis
- Entity Considerations, Structuring Optimization, and Tax-Optimal Buy-Sell Agreement
Our focus is well beyond tax return filings, as we find tech companies are looking for a partner who can constantly deliver more. And that’s just what we do in our On-Ramp program.
On-Ramp for Business
Tax
Business and entrepreneur tax returns and compliance
Quarterly estimated taxes
Tax credit analysis
IRS controversy correspondence, representation, and audit defense
Accounting
Financial reviews and bookkeeping
Quickbooks or Xero accounting diagnostic
Chart of accounts
Key Performance indicators benchmarking
Financial Systems
Systems integration and automation
Accounting software implementation
R&D and Work Opportunity tax credit tracking automation
Accounting system integration
Why Do I Need A Strategic Tax & Accounting Advisor?
Avoid Unnecessary Penalties
Software products don’t fight penalties or take little-known deductions. We do.
Deliverables and Strategy Focused
We make sure that our advisors are aware and transparent about the goals for each client.
Live & Ongoing Strategy
We provide “live” advice that ensures you take action to realize available savings before the ink “dries” on your financials.
Expertise
Our tax experts know how the IRS works and how to save $1,000’s in tax without raising red flags.