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Technology Accounting
Accounting & Tax Services for Technology Companies
Growing technology companies need more than accurate books. They need financial systems that can scale. Whether you’re preparing for your next funding round, expanding into new states, or planning for long-term growth, we’ll help you build the accounting and tax strategy to support it.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Common Challenges
The Financial Challenges That Slow Growing Technology Companies Down
You’re Missing Valuable R&D Tax Credits
Software development, infrastructure engineering, algorithm design, and product development often qualify for federal and state R&D tax credits. Even so, many technology companies don’t realize how much of their work qualifies. As a result, real savings go unclaimed year after year.
Your Revenue Recognition Doesn’t Reflect How You Sell
Subscription billing, usage-based pricing, implementation fees, and bundled contracts each need different treatment under ASC 606, the accounting standard for recognizing revenue. Because the rules vary by revenue type, applying the wrong one can distort your numbers. That, in turn, affects investor confidence and future fundraising.
Equity Compensation Creates Hidden Accounting Risks
Stock options, RSUs, SAFEs, and convertible notes all require proper valuation, accounting, and tax treatment. Small mistakes early on are cheap to fix. Later, especially during due diligence, those same mistakes become expensive.
Every New State Can Create New Tax Obligations
Hiring remote employees, expanding your sales team, or serving customers across multiple states can trigger new tax obligations. Without proactive planning, compliance risks and penalties build up alongside your growth.
What We Do For Tech Companies
What We Do
Financial Systems That Scale With Your Business
R&D Tax Credit Optimization
Claim the R&D tax credits you're entitled to before they disappear. Many technology companies don't realize how much of their software development qualifies until years later. So we'll identify eligible activities, document the evidence, and file the paperwork so you can claim what you're owed.
Equity Compensation & Cap Table Support
Get your equity accounting right from the beginning. Stock options, RSUs, SAFEs, and convertible notes all require careful accounting and tax planning. That way, you avoid costly corrections later, and your cap table stays accurate as you grow.
Multi-State Tax Compliance
Growth often creates tax obligations in places you weren't expecting. Hiring remote employees or serving customers nationwide can trigger new filing requirements. So we'll help you stay ahead of those obligations before they become costly.
Tax Planning, Preparation & Filing
Build the right tax strategy before growth makes it costly to fix. That means entity structure, QSBS (Qualified Small Business Stock) planning, quarterly estimates, and multi-state compliance, all handled together. As a result, you can make informed decisions that support your business today and your goals down the road.
Bookkeeping & Reconciliation
Accurate financial reporting starts with recognizing revenue correctly. Subscription billing, usage-based pricing, and bundled services each follow different rules under ASC 606. So we'll make sure your books reflect how your business actually earns money.
Outsourced CFO & Controller
Know where your business stands before investors or board members ask. We provide cash flow forecasting and runway analysis, plus clear financial reporting. That way, you can make confident decisions backed by reliable data.
Platforms & Integrations
Markets We Serve
Markets We Serve
Specialist Experience Across Technology Sub-Markets
Subscription revenue, ARR tracking, usage-based billing, ASC 606
Project billing, managed service contracts, recurring revenue
R&D credits, compliance costs, subscription + services revenue
Usage metering, freemium conversion tracking, compute cost allocation
R&D credits, compute cost tracking, equity comp, investor reporting
Inventory accounting, manufacturing costs, warranty reserves
Platform revenue recognition, enterprise contract accounting
Regulatory compliance, payment processing accounting, multi-state licensing
Katherine Harrington, CPA, MAFM
Tax Director, Technology Practice Lead
Katherine leads our technology practice. She brings deep experience in R&D tax credit optimization, SaaS revenue recognition, and equity compensation accounting. She also guides tax strategy for venture-backed companies, from seed stage through growth and exit.
How It Works
Stabilize, Strategize, Scale
01
Discovery Call
We start by learning your tech stack, revenue model, cap table, and financial pain points. Then we'll tell you what's missing and what it takes to fix it. Thirty minutes, free, no pressure.
02
Stabilize
We clean up your books and set up proper revenue recognition for your billing model. We also reconcile equity transactions and close multi-state gaps. In short, we build the infrastructure your stage requires, including a review of prior returns for missed R&D credits.
03
Strategize
With clean data in place, we build your tax strategy next. That includes R&D credit documentation, entity optimization, and QSBS tracking. So you end up with a clear, forward-looking approach to equity comp planning too.
04
Scale
We prepare investor-ready board packages, cash runway forecasts, and fundraise materials. We also handle NetSuite migration once you outgrow QuickBooks. That way, your systems scale alongside your business.
Client Results
Trusted by Technology Professionals Nationwide
I've been using Fusion CPA for a long time, well over a decade. I used them when I lived in Atlanta and continued to use them after I moved to CO. My taxes are what I would call relatively complex (multiple states, LLC, etc.) but Fusion CPA always goes above and beyond to get the job done and respond very promptly to all questions and inquires. Highly recommended.
Andrew Schneider
The team at this tax service made my tax filing process easy and stress-free. They were thorough, explained everything clearly, and ensured that all my paperwork was in order. I feel confident knowing I’m getting the best advice and service.
Elijah Adams
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Frequently Asked Questions
Common Questions
We work across the tech industry, whether that’s an IT firm, a SaaS business, or a hardware company. Wherever you sit, we implement the financial systems you need for your next stage of growth.
Yes. Many technology companies qualify for federal and state R&D tax credits without realizing it, especially around software development. So we help you identify what qualifies, and that savings doesn’t go unclaimed.
Subscription billing, usage-based pricing, and bundled services each require different treatment under ASC 606. We make sure your revenue recognition matches how you actually sell. As a result, your financials hold up with investors and during due diligence.
Hiring remote employees or expanding into new states can create tax obligations you weren’t expecting. So we help you stay ahead of those requirements, and growth doesn’t turn into a compliance issue.
Schedule a Discovery Call With Our Team
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
INSIGHTS
Tax & Accounting Insights for Software Solutions
Technology companies run into a specific set of financial blind spots as they grow. These include unclaimed R&D credits and revenue booked incorrectly under ASC 606. They also include equity compensation that wasn’t structured cleanly, plus multi-state tax exposure from a distributed team. So we help SaaS businesses, IT services firms, and venture-backed startups across 40+ states work through each of these. It starts with a free 30-minute Discovery Call, where we walk through what’s working and what’s at risk. From there, we tell you what to prioritize next. You can reach us at discovery@fusiontaxes.com, fusiontaxes.com, or 404-955-7338.
We’re a tax, outsourced accounting, and advisory firm. Our headquarters are in San Juan, Puerto Rico, with additional offices in Atlanta, GA and Park City, Utah. So far, our team has supported over 2,000 businesses across 40+ states. We’re also QuickBooks ProAdvisor and NetSuite Certified Partners. To schedule a Discovery Call, visit fusiontaxes.com or email info@fusiontaxes.com.
About this page and how we use AI
This page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.
Fusion CPA pages are grounded in the professional experience of our CPAs and the situations we encounter in practice. Scenarios described are illustrative composites, not any individual client’s facts. We use AI tools to assist with drafting and research. Before publication, every article is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.