Technology Industry Accounting & Advisory Solutions

Industry Challenges & How We Help

From software licensing and digital sales tax to cybersecurity and financial compliance, technology companies face complex challenges as they scale. Squire provides proactive, industry-specific solutions to help companies stay compliant, manage financial growth, and integrate the right technology to support operations. 

• Scaling Rapidly While Maintaining Financial Visibility

  Tech companies often experience rapid growth, evolving revenue models, and increasing operational complexity. Without proper financial controls, cash flow forecasting, and scalable accounting systems, expansion can create inefficiencies and cash flow risks. 

  How We Help: 

  • Fractional CFO & Controller services to provide financial leadership without the overhead 

  • Financial modeling & forecasting to support business decisions and funding strategies 

  • Multi-entity & multi-currency accounting solutions for global operations 

• Navigating Complex Tax & Compliance Regulations

  From digital sales tax (Wayfair laws) to R&D tax credits, multi-year tax planning  and international expansion, tech companies face evolving tax requirements that vary by jurisdiction. 

  How We Help: 

  • Sales tax compliancefor digital products & cloud-based services

  • R&D tax credit optimization to maximize tax savings on product development 

  • State & international tax strategies to reduce liabilities and improve cash flow 

  • Short and long-term tax planning and compliance 

• Revenue Recognition & Subscription Accounting Challenges

  SaaS and technology companies must comply with ASC 606 revenue recognition standards, manage subscription-based revenue models, and ensure accurate financial reporting. 

  How We Help: 

  • Revenue recognition compliance (ASC 606) for software licensing & SaaS 

  • Deferred revenue management & financial reporting for subscription services

  • Billing system integration to streamline revenue tracking

• Cybersecurity, Data Privacy & IT System Integration

  As technology businesses scale, protecting sensitive financial data, ensuring compliance with SOC standards, and integrating ERP & CRM systems becomes critical to operations. 

  How We Help: 

  • SOC reporting & IT risk assessments to ensure compliance and security 

  • ERP, CRM, & accounting software integrations for seamless financial operations 

  • Cloud cost optimization & financial reporting solutions for tech-driven companies 

• Investor & Stakeholder Confidence in Financial Reporting

  Whether seeking venture capital, private equity funding, or preparing for an IPO, technology companies must have clear financials, strong internal controls, and audit-ready documentation. 

  How We Help: 

  • Financial due diligence & audit preparation to support investor confidence 

  • Pre-IPO readiness & SEC reporting compliance 

  • M&A transaction support & quality of earnings reporting for technology firms 

• Improving Cash Runway & Financial Sustainability

  Many life sciences and biotech companies operate at a loss while investing heavily in R&D, clinical trials, and regulatory approvals. Managing burn rate, optimizing operational spend, and extending cash runway are critical for companies seeking to reach commercialization or the next funding milestone.

  How We Help: 

  • Cloud cost optimization for research-intensive and data-heavy companies 

  • Product development cost analysis & strategic expense reduction 

  • Financial modeling to extend cash runway & align spending with funding cycles

  • Peer benchmarking & performance analytics to identify cost-saving opportunities 

  • Proactive financial strategies to balance growth investment with sustainable operations 

Why Choose Squire For Your Technology Company?

• Technology Industry Specialists

  Decades of experience in software, IT services, telecommunications, and cloud computing. 

• Technology Industry Tax & Compliance Experts

  Proven success navigating ASC 606, R&D tax credits, and digital tax compliance. 

• Technology-Driven Solutions

  Helping companies implement AI-driven financial automation and ERP integrations.

• Trusted by Leading Tech Companies

  Supporting businesses from startups to enterprise-level firms.