SoftwareCPAs
Who it's for
What we do
Meet Dave
QSBS
Investment
Book a 30-minute call(877) 445-6044

Four things, done for tech companies and nothing else.

SoftwareCPAs provides tailored, high-ROI accounting and financial services that help technology companies grow, reduce risk, and save time and money. Committed to the pursuit of better, for our clients and for ourselves, we bring in tools and systems that help clients find fresh intelligence, uncover new resources, and reach their goals faster.

A switchback trail up a mountainside with one hiker

Tax planning and returns

Filing accurate business and personal returns on time is the basic requirement of any tax adviser. We go further with deep tax planning, including R&D credits and other innovation incentives. If you want every available strategy, you need a relationship with a knowledgeable, industry-specific, and creative tax consultant.

Tax planning and returns

Growth consulting

Every technology company shares one goal: scale quickly. Everyone faces competition, and a company that can't scale, anticipate needs, and evolve will eventually fail. We help by identifying poor deals so you can cut and redeploy funds, adding inexpensive financing to accelerate growth, and advising on ownership plans that get the team moving in the right direction.

Growth consulting

Reporting and systems

Every technology business has a distinct set of key drivers, and a traditional income statement doesn't have the horsepower to decode where the business stands or where to prioritize time and money. We provide CFO-level guidance to design and implement performance measures, cash-flow projections, and predictive indicators so you can pinpoint what needs attention.

Reporting and systems

Accounting for tech companies

Your bookkeeping system is the foundation for managing a technology business. Because we work only with tech companies, we know the special requirements they must meet over and above standard bookkeeping, from SBIR grant reporting to software revenue recognition to fast-changing state nexus rules.

Accounting for tech companies
How the engagement works

Fixed fee, no surprise pricing.

SoftwareCPAs combines big-accounting-firm expertise with the experience of running a small business. We know every business has different needs, and we know that while some surprises are fun, accounting surprises rarely are. So we tailor the service to each client. Some clients only need tax planning, tax preparation, and occasional advice. Others need a dedicated controller and advanced work like cost-cutting reviews and annual valuations.

We'll work with you to decide what makes sense, and before any project starts we present a fixed-price agreement listing the services and a corresponding flat monthly fee, so you can judge the ROI, make smart decisions, and never be surprised by a monthly bill.

As the business evolves, the work changes with it. In the first year we may focus on the data foundation and making sure the bookkeeping is accurate and efficient. Later the priority may shift to advanced tax planning and predictive reporting. Whatever the stage, investing in clients all year, not just at tax time, is what lets us offer better answers.

Next step

Thirty minutes with Dave. No pitch deck, no junior.