Who We Work With
We Work With Businesses Building What's Next
Our experience centers on technology-driven and innovation-led companies that operate in fast-paced, evolving environments where financial clarity, strategic tax planning, and operational structure are essential to sustainable growth.
Who We Work Best With
We’ve built our firm around one core principle: we choose to work with businesses we’re genuinely interested in understanding.
That means technology-driven companies, innovation-led businesses, and the professionals who work alongside them.
Not because it’s a marketing strategy, but because we genuinely enjoy how these businesses think, operate, and evolve.
- We work best with clients who:
- Are building or scaling in technology or innovation-driven environments
- Move fast and need financial operations that can keep pace
- Want more than compliance; they want strategic partnership and proactive guidance
- Value clarity and structure in their financial information
- Are ready for an ongoing relationship, not transactional work
Technology & SaaS Companies
We work with software and SaaS companies at various stages of growth — from early-stage startups establishing their financial foundation to growth-stage businesses scaling operations and navigating increasing complexity.
- Common challenges we help with:
- Revenue recognition for subscription and recurring revenue models
- Multi-state tax compliance and nexus considerations
- R&D tax credits and innovation incentives
- Equity compensation planning for founders and employees
- Financial operations that scale with growth
- Tax strategy aligned with funding rounds and business milestones
- Cap table management and equity structure
- Cash flow management and runway planning
- Example clients:
- B2B SaaS platforms
- Developer tools and infrastructure companies
- Enterprise software providers
- Consumer technology applications
- API and platform businesses
Biotech & Life Sciences
We provide accounting, tax, and financial advisory for biotechnology companies, pharmaceutical developers, and life sciences organizations operating in research-intensive, long-cycle development environments.
- Common challenges we help with:
- R&D tax credits and cost capitalization strategies
- Grant accounting and compliance
- Clinical trial cost management
- Intellectual property and licensing considerations
- Pre-revenue financial planning and cash management
- Tax strategy for research organizations
- Funding round preparation and financial due diligence
- Regulatory compliance and financial reporting
- Example clients:
- Biotechnology research companies
- Pharmaceutical development firms
- Clinical research organizations
- Medical device innovators
- Diagnostic technology companies
Health Technology
We support health tech companies navigating the intersection of technology, healthcare delivery, and regulatory compliance — from digital health platforms to medical software and healthcare IT solutions.
- Common challenges we help with:
- Compliance in regulated healthcare environments
- Revenue recognition for healthcare technology
- Multi-jurisdictional tax and regulatory requirements
- HIPAA-compliant financial systems and processes
- Financial operations for value-based care models
- Strategic planning for healthcare technology businesses
- Tax optimization for health tech revenue models
- Example clients:
- Digital health platforms
- Telemedicine and remote care solutions
- Healthcare data and analytics companies
- Practice management software
- Patient engagement technology
- Health insurance technology
Technology Professionals & Executives
We provide personal tax strategy and financial advisory for founders, executives, and professionals working in technology-driven industries — helping them navigate complex compensation structures, equity events, and personal financial planning.
- Common challenges we help with:
- Stock option and equity compensation tax planning (ISOs, NSOs, RSUs)
- Tax strategy for liquidity events and exits
- Multi-state tax filings for remote workers and relocated employees
- Estimated tax planning for variable compensation
- Investment and portfolio tax strategy
- Entity structure for side businesses and consulting
- Estate and wealth transfer planning
- Executive compensation optimization
- Example clients:
- Startup founders and co-founders
- Technology executives (C-suite, VPs)
- Senior engineers and technical leaders
- Product managers and designers
- Technology consultants and advisors
- Angel investors and venture partners
WHO WE DON'T WORK WITH
We're intentional about the clients we take on because we want to make sure we're the right fit for you.
- We're probably not the best match if:
- You're primarily looking for the most affordable option (we focus on delivering value over competing on price)
- You just need someone to file your taxes once a year without ongoing support
- You're not quite ready to invest in structured financial operations yet
- You prefer to check in once a year rather than work together throughout the year
- We'd rather be honest upfront, if we're not the right fit, we're happy to point you toward firms that might be better suited to your needs.
OUR IDEAL PARTNERSHIPS
We use our Vision, Mission, and Purpose to guide the types of relationships we build.
- Three Things We Look For:
Are you building in technology or an innovation-driven space?
We work best with businesses operating in environments we understand and genuinely find interesting.
Are you looking for an ongoing partnership, not just compliance?
We're built for long-term relationships where we can understand your business over time and provide meaningful guidance.
Can we add strategic value beyond the numbers?
We want to help you make better decisions and move your business forward—if we can't do that, we're probably not the best fit.
Where We Work
While we're based in San Diego, California, we work with clients across the United States, primarily in technology hubs and growth markets.
- Primary markets:
- California (San Diego, San Francisco Bay Area, Los Angeles)
- Pacific Northwest (Seattle, Portland)
- Texas (Austin, Dallas)
- East Coast tech hubs (Boston, New York, DC)
- Remote-first and distributed companies
- We're licensed and experienced in multi-state tax compliance, so we can support businesses operating across multiple jurisdictions.