The CPA firm for software, SaaS, MSP and IT companies. Tax planning, clean books, and CFO-level advice, on one flat monthly fee.
Software, SaaS, MSPs, IT services, SBIR-funded R&D. Nothing else, since 2014. You get tax planning, clean books, and CFO-level advice on one flat monthly fee, with a partner on your account who has done this for four Inc. 500 tech companies. Not a portal, and never handed to a junior.
▶Before you book anything, hear how Dave thinks about growth, taxes, and the point of all of it. A few minutes with the person who would actually run your account.
The things a generalist misses once you pass $1M. We fix the foundation first, then plan. The R&D credit alone often covers the fee.
What we'd do firstDCAA-ready books for a grant, a cap table and investor reporting after a round, or a plan for the bill. Set up in weeks, not quarters.
How fast we can startUp to $10M of gain per shareholder, federally excluded, if you've been set up right for five years. Most MSPs and software companies can qualify.
See if you qualifyNine planning categories, worked through every quarter, with an eye on this year and on the exit.
The money side of scaling: find it, keep it, and structure the ownership so the best people stay.
A GAAP income statement can't tell you your cost to acquire a customer or when cash runs out. We build the reports that can.
Bookkeeping that grows with you. Outsourced, or your person trained to do it right.
Each shareholder of a qualified small business can exclude up to $10 million of federal gain when they sell their stock, and most states follow. Your accountant may have told you an MSP or a software company can't qualify. That is usually wrong, and the mistake is expensive.
▶"They paid for themselves in tax savings within weeks. Don't wait like I did."Michael Ermann, Founder, Amber Book
"It doesn't feel like he's our CPA. It feels like he's a part of our leadership team."Amanda Hite, CEO, BTC Revolutions
"He is more of a partner than an accountant."Stacy Griggs, President and CEO, El Toro
One monthly number that covers what you actually need this year: books, returns, quarterly planning, credits. Set in a written agreement before any work begins. How it works
You tell Dave what's going on. He tells you what he'd do first, and whether you're a fit.
A short MSA listing the services and one flat monthly fee, so you can judge the ROI.
First 60 days: books cleaned up, systems connected, prior-year issues found and fixed.
Every quarter, all year: taxes, credits, cash, the QSBS clock. Before they cost you.
