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Specialized Startup Services

Advanced services for complex startup situations including equity management, fundraising support, international expansion, and cutting-edge areas like crypto accounting.

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Specialized Expertise

Advanced services for complex startup challenges

When your startup faces complex financial and regulatory challenges, our specialized team provides expert solutions.

Stock Option Planning & Compliance

Complete equity compensation management from grants to exercises, including 409A valuations and tax optimization.

  • 409A valuation coordination
  • Stock option pool setup and management
  • Employee equity tracking
  • Exercise tax planning
  • Section 83(b) election guidance
  • Equity compensation reporting

Fundraising & Investor Relations

Financial preparation and ongoing support for all stages of fundraising from seed to Series C and beyond.

  • Due diligence financial preparation
  • Investor-ready financial models
  • Cap table management and modeling
  • Board reporting packages
  • Convertible note accounting
  • SAFE agreement implementation

International Expansion

Navigate complex international tax requirements as you expand globally with subsidiaries and remote teams.

  • Foreign subsidiary setup and accounting
  • Transfer pricing compliance
  • International payroll setup
  • VAT and GST registrations
  • Currency hedging strategies
  • Global tax optimization

Sales Tax & Nexus Management

Stay compliant with complex sales tax requirements across multiple states as your customer base grows.

  • Economic nexus monitoring
  • Sales tax registration and filing
  • Exemption certificate management
  • Marketplace facilitator compliance
  • SaaS taxability analysis
  • Automated tax calculation setup

Crypto & Digital Asset Services

Navigate the complex world of cryptocurrency and digital asset accounting with specialized expertise in this rapidly evolving space.

Digital Asset Accounting

Comprehensive crypto and digital asset management for tech companies.

  • Cryptocurrency holdings valuation
  • DeFi protocol interaction tracking
  • NFT asset management
  • Mining operation accounting
  • Token treasury management
  • Smart contract audit support

Tax Compliance

Navigate the complex tax landscape for digital assets.

  • Crypto tax reporting (Form 8949)
  • DeFi income recognition
  • Staking rewards calculation
  • Mining income reporting
  • Token sale tax optimization
  • Cross-border crypto compliance

M&A Transaction Support

Comprehensive financial support throughout the entire M&A process, from initial preparation through post-transaction integration.

1

Pre-Transaction

  • Financial due diligence preparation
  • Data room organization
  • Quality of earnings analysis
  • Working capital normalization
2

Transaction

  • Purchase price allocation
  • Escrow and earnout accounting
  • Tax structure optimization
  • Closing balance sheet preparation
3

Post-Transaction

  • Integration accounting support
  • Combined entity reporting
  • Synergy tracking and reporting
  • Goodwill impairment testing

Flexible engagement models

Choose the right level of specialized support based on your specific needs and complexity.

Specialty Consultation

Expert advice on specific startup challenges

$299/hour

  • One-time consultation calls
  • Specific issue resolution
  • Written recommendations
  • Follow-up email support
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Most Popular

Project-Based Services

Comprehensive solutions for complex projects

Custom

  • 409A valuation management
  • Fundraising preparation packages
  • International expansion setup
  • M&A transaction support
  • Dedicated project manager
  • Timeline guarantees
Discuss Your Needs

Ongoing Specialty Support

Retained expertise for complex situations

Custom

  • Monthly specialty services retainer
  • Priority access to specialists
  • Quarterly strategic reviews
  • Proactive compliance monitoring
  • Executive-level insights
  • Board meeting preparation
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Industries we specialize in

Deep expertise across the most innovative and complex technology sectors.

SaaS & Cloud Software

Subscription models, usage-based billing, and complex revenue recognition

FinTech & Crypto

Digital assets, regulatory compliance, and financial services innovation

E-commerce & Marketplaces

Multi-vendor platforms, payment processing, and international sales

AI & Machine Learning

R&D intensive models, data licensing, and IP commercialization

Biotech & Healthcare

Clinical trials, regulatory pathways, and partnership accounting

Hardware & IoT

Inventory management, manufacturing partnerships, and product lifecycle accounting

Ready for specialized support?

Schedule a consultation to discuss your unique startup needs and get a customized plan.

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