Technology & SaaS Accounting and Advisory Services
Technology and SaaS companies move fast. Growth targets are aggressive, funding cycles are unpredictable, and expectations around performance, compliance, and reporting continue to rise.
LBMC works with technology companies at every stage, from early-stage startups to venture-backed and publicly traded organizations. We help you manage financial complexity, prepare for scale, and make decisions with better visibility into your business.
Whether you are building recurring revenue models, preparing for an audit, navigating multi-state tax exposure, or planning for a transaction, our team brings practical experience that aligns with how technology companies actually operate.
Questions About Our Services?
Whether you’re navigating change, planning for growth, or addressing operational challenges, our team helps you determine the right strategy for your business.
Technology & SaaS Services in Practice
Working with a technology or SaaS company often means stepping into a business that is evolving quickly. Priorities shift, teams are lean, and systems may not be fully built out yet.
Our approach is designed to meet you where you are.
We start by understanding your business model, revenue streams, and growth plans. From there, we identify gaps in financial processes, reporting, compliance, and risk management. Then we help you prioritize what matters most right now, while keeping future milestones in mind.
That could include preparing for investor reporting, strengthening internal controls, supporting an audit, or building a more scalable finance function.
The goal is simple. Give you clarity, reduce friction, and help you move forward with confidence.
Where Technology & SaaS Companies Need the Most Support
Technology and SaaS companies operate under a different kind of pressure. Growth is expected, but it often comes with increasing financial complexity, investor scrutiny, and evolving compliance requirements. As companies scale, gaps in processes, reporting, and controls become harder to manage and more visible to stakeholders.
Common areas where support is needed include:
- Navigating ASC 606 revenue recognition, especially for multi-element SaaS arrangements
- Preparing for audits, due diligence, or investor reporting requirements
- Managing subscription billing models and recurring revenue accuracy
- Addressing multi-state and international tax exposure
- Building scalable finance and accounting processes
- Meeting SOC 2 or SOC 3 compliance expectations
- Strengthening internal controls and governance as the business grows
- Supporting M&A activity, integrations, or exit planning
Technology & SaaS Insights
Featured Podcast: Can You Trust Your Eyes? Deepfakes, Self-Healing Systems, and AI Risks You're Not Seeing
AI is already reshaping how organizations manage risk, compliance, and security. In this episode of Cybersecurity Sense, LBMC’s Mark Burnette talks with Andy Kerr and Kyle Hinterberg about what they are seeing in the field right now. They cover:
- Deepfakes and identity fraud risks
- New PCI 4.0 requirements
- AI-driven security tools and automation
- Ongoing challenges with asset visibility
- Managing shadow IT and rogue devices
If you are thinking about how AI affects your security posture or compliance requirements, this conversation offers a practical look at what is changing and what to watch next.
Technology & SaaS Advisory Services & Accounting Solutions
LBMC delivers a connected set of services that support technology and SaaS companies across their full lifecycle. You can engage us for a specific need or build a broader relationship as your business grows.
Technology & SaaS Advisory & Business Consulting
Technology and SaaS companies need clear visibility into financial performance, scalability, and growth strategy to keep pace with rapid change. LBMC’s advisory and business consulting services help organizations improve reporting, evaluate opportunities, and make informed decisions by working alongside leadership teams to address operational and financial challenges, align strategy with growth goals, and support both near-term priorities and long-term plans.
Technology & SaaS Audit & Assurance Services
As technology companies scale, accurate financial reporting and strong internal controls become increasingly important. LBMC provides audit and assurance services tailored to SaaS and technology businesses, helping meet investor, lender, and regulatory expectations while minimizing disruption to day-to-day operations.
Technology & SaaS Tax Services
Technology companies often face evolving tax considerations related to growth, multi-state operations, and innovation incentives. LBMC’s tax professionals provide guidance to help manage compliance, capture available credits, and support long-term planning as your business scales.
Technology & SaaS Cybersecurity & Technology Solutions
With increasing reliance on cloud platforms, data, and integrations, technology companies must prioritize security and system performance. LBMC helps organizations strengthen cybersecurity, support compliance requirements, and improve how systems and data are used across the business.
Technology & SaaS Insights — Delivered to Your Inbox
Insights to help you scale, stay compliant, and make smarter decisions. You’ll get:
- Revenue recognition and ASC 606 guidance
- R&D tax credit insights and updates
- SOC and cybersecurity considerations
- Financial and operational best practices
- Trends shaping technology and SaaS companies
Why Technology & SaaS Companies Choose LBMC
Technology companies need advisors who understand how fast things change and how financial, operational, and strategic decisions are connected. LBMC’s technology advisory services help SaaS and tech companies improve visibility, evaluate opportunities, and stay aligned as they grow.
Integrated family of companies
LBMC brings together accounting, tax, advisory, cybersecurity, and technology services in one place, making it easier to coordinate efforts across your business.
Experience across growth stages
We work with companies from early-stage startups to private equity-backed and publicly traded organizations, supporting each phase of growth.
SaaS-specific accounting and compliance expertise
Our teams understand the nuances of recurring revenue, ASC 606, and compliance requirements that impact technology companies.
Transaction advisory for fundraising and M&A
We support capital raises, due diligence, and transaction planning to help you move forward with confidence.
Coordinated guidance that scales with your business
We help align your financial, operational, and strategic priorities as your organization grows.
Regional presence with national-caliber expertise
With offices across the Southeast and experience serving clients nationwide, LBMC combines local accessibility with deep technical expertise.
Featured Webinar: CFO Challenges in Scaling SaaS Businesses
“We say we’re audit and due diligence ready at any time.”
— Chris Morgan, CEO, LBMC W Squared
Scaling SaaS: Financial Visibility and the Evolving CFO Role
LBMC’s Chris Morgan shares insights on the financial and operational challenges SaaS companies face as they scale, from transitioning accounting methods to building investor-ready reporting and stronger financial controls.
Key Outcomes
- Guidance for scaling from $3M to $35M in ARR
- Improved financial visibility and reporting accuracy
- Stronger investor and board confidence
- More structured and audit-ready finance functions
Let’s Talk About Your Technology Business
Whether you are preparing for an audit, navigating a capital raise, or looking for SaaS accountants who understand your business model, LBMC’s team is ready to help.
Technology & SaaS Organizations We Support
LBMC works with a wide range of technology and SaaS companies, each facing different challenges related to growth, funding, compliance, and operational scale. From early-stage startups to private equity-backed and mature organizations, our teams bring experience that aligns with how technology companies operate and evolve.
- SaaS and software companies
- Fintech and financial technology platforms
- Healthcare technology and digital health companies
- Cybersecurity and data-driven organizations
- E-commerce and digital commerce platforms
- Venture-backed and private equity-backed technology companies
- IT services and managed service providers
- Cloud, infrastructure, and platform-based businesses
Find the Right Technology & Saas Solutions for Your Business
Whether you’re managing cost pressures, improving operational performance, or planning for growth, LBMC can help you move forward with clarity.
FAQs about Accounting & Advisory Services for Technology & SaaS Companies
What do SaaS accountants help technology companies with?
SaaS accountants help technology companies manage recurring revenue, improve financial reporting, and build processes that support growth. This includes handling ASC 606 revenue recognition, monthly close, and investor-ready reporting. Learn more about common challenges and solutions in SaaS accounting.
What is a SaaS CPA, and what services do they provide?
A SaaS CPA focuses on the financial and tax complexities unique to software and subscription-based businesses. Services often include tax planning, compliance, revenue recognition, and guidance around multi-state operations and entity structure. Find out more on SaaS tax considerations.
How does a CPA technology advisor differ from a traditional CPA?
A CPA technology advisor brings experience with SaaS metrics, subscription models, and the pace of growth common in technology companies. They go beyond compliance work to help with forecasting, financial strategy, and aligning reporting with investor expectations. This approach helps leadership teams make more informed decisions as the business scales.
How does LBMC support technology companies with SOC 2 compliance?
LBMC helps technology companies prepare for and maintain SOC 2 compliance by identifying gaps, strengthening controls, and guiding the audit process. This includes readiness assessments, documentation support, and coordination through reporting. Learn more about SOC 2 gap assessments.
What R&D tax credits are available for technology and SaaS companies?
Technology and SaaS companies may qualify for R&D tax credits when they invest in developing new or improved software, products, or processes. These credits can apply to activities like coding, testing, and product enhancements, helping reduce overall tax liability. LBMC helps identify qualifying activities and maximize available credits based on your business operations.
How does LBMC work with venture-backed or PE-backed technology companies?
LBMC supports venture-backed and private equity-backed technology companies with financial reporting, due diligence, and growth planning. We work alongside leadership teams and investors to improve visibility, support transactions, and prepare for future milestones such as funding rounds or exits. Our approach aligns financial strategy with the expectations of investors and stakeholders.
Local Expertise, Wherever You Are
With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville, Charlotte, and Philadelphia plus remote offices, LBMC partners with businesses across the region and beyond.
Christopher M. Lovin
Shareholder, Practice Leader Valuation and Litigation Support Services
Build a Stronger Foundation for Growth
Scaling a technology company comes with pressure from every direction. Investors, customers, and internal teams all expect clarity and results.
Talk with LBMC about where you are today and what comes next. We will help you prioritize the right steps so you can keep moving forward.