Our Services
Three Ways
We Can Help
Technology companies run into the same accounting challenges at similar stages of growth. We've built each engagement around one of those challenges — handling it with the kind of depth that only comes from doing it repeatedly.
Back to HomeHow We're Structured
Specialized Engagements, Not Generic Retainers
Rather than offering a single accounting package and adjusting scope at the margins, we offer three distinct service areas — each built around the accounting situations that technology companies encounter most often. You can engage one, or combine them depending on your stage and needs.
Monthly
per month · USD
Startup Accounting
Monthly
per month · USD
Equity Compensation
One-Time
per project · USD
R&D Tax Documentation
Service 01 · $800 USD/month
Technology Startup Accounting
Full financial management designed for the pace and complexity of seed through Series B technology companies. The work covers equity compensation accounting, capitalization of software development costs, multi-currency transaction handling, and preparation of investor-grade financial reports.
Monthly reports include key operating metrics — burn rate, runway, ARR where applicable — delivered alongside standard financial statements in a format suited to board and investor review.
What's Covered
Monthly close including equity entries and capitalization decisions
Investor-grade monthly financial package with operating metrics
Multi-currency transaction recording and reconciliation
Software development cost capitalization policy and ongoing application
Audit-ready workpapers maintained throughout the year
Year-end close and tax preparation support
Suited for
Seed through Series B stage technology companies that have equity compensation plans, multi-currency operations, or investor reporting requirements that exceed what a general bookkeeper is set up to handle.
See Full DetailsService 02 · $500 USD/month
Stock Option & Equity Compensation Accounting
Recording and reporting of stock-based compensation including option grants, restricted stock units, and employee stock purchase plans. Covers fair value calculations, vesting-schedule tracking, and periodic expense recognition under ASC 718.
Produces supporting schedules for financial statement footnote disclosures and tax preparation. The equity register is maintained in a form that can be reviewed by auditors at any point in the year — not assembled at year-end.
What's Covered
Grant recording with fair value methodology documentation
Monthly expense recognition aligned to vesting schedules
Handling of option exercises, forfeitures, and modifications
Supporting footnote disclosure schedules for financial statements
Tax preparation support for stock compensation deductions
Continuous audit-ready equity register
Suited for
Companies with active equity compensation programs — option grants, RSU plans, or ESPPs — that want the accounting handled with accuracy and proper documentation throughout the year rather than addressed in a year-end batch.
See Full Details
Service 03 · $2,500 USD · One-time
R&D Tax Credit Documentation
Identification and documentation of qualifying research and development activities and expenditures for tax credit purposes. Covers project narratives, qualifying expense categorization, and calculation of credit amounts using applicable methods.
Produces a documentation package suited to supporting the credit claim in the event of examination by tax authorities. The package is built from contemporaneous records and project descriptions, not assembled retroactively from memory.
What's Covered
Identification of qualifying research activities and projects
Project narratives documenting qualifying uncertainty and experimentation
Qualifying expense categorization — wages, supplies, contract research
Credit calculation using regular credit and ASC method as applicable
Complete documentation package ready for examination
Suited for
Technology companies with software development, product research, or experimental work that may qualify for the R&D tax credit — and want documentation that is defensible under examination, not assembled hastily at tax time.
See Full DetailsCombining Services
How These Engagements Work Together
Each service is available independently, but many clients use them in combination. The services are structured to fit together without overlap.
Early Stage
Equity Compensation + R&D Documentation
For a seed-stage company with a small team but active option grants and qualifying development work — before the full monthly accounting scope is warranted. The equity register stays accurate and the R&D claim is documented from the start.
$500/month + $2,500 one-time
Growth Stage
Startup Accounting + R&D Documentation
For a Series A company that needs full financial management — equity accounting is included within startup accounting — plus the R&D documentation package for the current tax year. The most complete coverage for this stage.
$800/month + $2,500 one-time
Standalone
Single-Service Engagements
For companies that have general accounting handled elsewhere but need specific help — equity compensation tracking that their bookkeeper doesn't have expertise in, or a one-time R&D documentation project for the current tax year.
From $500/month or $2,500
Getting Started
What to Expect When You Reach Out
You reach out
Use the contact form or email. Tell us about your company and what you're looking for.
We talk it through
A short conversation to understand your current situation, stage, and accounting needs.
Scope and proposal
If there's a fit, we put together a clear engagement scope with the relevant services and monthly fee.
Onboarding
Review of existing records, setup of equity schedules and policies, first close delivered on schedule.
Common Questions
A Few Things People Usually Ask
Can I combine startup accounting with equity compensation?
Does the R&D documentation service work if my records weren't maintained well?
What accounting software do you work with?
Do you work with international companies?
Next Step
Tell Us Where You Are
Share a bit about your company's stage and what you're working through. We'll respond with an honest view of whether any of these services fit your situation, and what working together would look like.
Get in Touch