A SaaS accounting firm and CPA for AI startups, fintech, and healthtech. The companies rewriting the rules — and the financial models that need to keep up.
Tech companies don't keep score the way industrial companies do. ARR, NRR, gross margin, CAC payback, magic number, Rule of 40 — these aren't optional disclosures, they're the language of the round.
We architect the financials and the reporting to speak that language fluently, so when you walk into the data room, the story is already told.
From early-stage startups to public-company-ready operators. We handle the accounting that gets harder, not easier, as you scale.
Embedded finance, payments, lending, neobanks, and the platforms behind them. As a fintech audit firm with regulatory fluency, we bring the rigor these businesses demand.
Digital health, telehealth, clinical platforms, life-sciences tech. Reimbursement complexity meets software complexity, and we work in both.
AI-native companies, foundation-model builders, applied-AI platforms, and the infrastructure layer. New economics, new accounting questions — we engage with both.
Every tech-company CFO has stories about external auditors who fundamentally didn't get the business. Asking the wrong questions, taking weeks to understand a deferred-revenue waterfall, treating a usage-based contract like an annual subscription. We don't operate that way. We've built the firm around tech precisely because the technical accounting is more interesting and the stakes for getting it right are higher.
How we work with funded technology founders across Orange County — from the first priced round through acquisition.
A practical founder's guide: when to hire, what to look for, what it costs, and the questions to ask before you sign.
The harder it is to explain in a sentence, the more interesting the conversation.
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