Optimize Growth, Compliance, and Innovation
The technology industry moves at an unprecedented pace, with companies navigating rapid innovation cycles, evolving regulatory requirements, and increasing cybersecurity threats. From software developers and SaaS providers to cloud infrastructure firms and AI-driven enterprises, technology businesses must balance aggressive growth strategies with financial stability, compliance, and risk management.
CBIZ provides comprehensive assurance, tax, risk, transaction, and advisory solutions tailored to technology companies at every stage of growth. Whether securing funding, optimizing financial operations, ensuring compliance with SEC and international regulations, or managing cybersecurity risks, our team helps technology firms build a solid foundation for sustainable success.
In-depth Industry Expertise
Financial and operational vision to guide you forward.
Software
Streamline finance, tax, and compliance to boost revenue and growth.
IT & Managed Services
Streamline reporting and multi-state compliance while enhancing cybersecurity.
Semiconductors
Optimize global tax structures, manage supply chain risks, and enhance financial performance.
Clean & Green Energy
Leverage technology to improve efficiency, energy management, and compliance.
AI & Machine Learning
Secure venture funding, create tax-efficient growth strategies, and address security risks.
Cybersecurity
Develop products and services to protect against cyber threats, secure data, and ensure privacy.
Scale with Confidence
Financial Accounting & Advisory Services
Whether you need interim financial staffing and leadership support, assistance with complex accounting issues, or help to ensure Sarbanes-Oxley compliance, CBIZ will provide a sound accounting foundation to align your financial and operational goals. We support emerging companies with tailored guidance, prepare financial forecasts to inform strategic decisions, and optimize IPO readiness with SEC compliance.
Interim Staffing, Controllership & CFO Leadership
Provide the financial staffing and/or leadership needed to minimize risk without lengthy onboarding or ramp-up; assist with identifying a permanent replacement.
Learn MoreComplex Accounting Issues
Solve issues such as debt and equity financings, revenue recognition matters, accounting for leases and much more.
Learn MoreSarbanes Oxley Compliance
Access internal controls, processes, and risk exposure to ensure efficiency, compliance, and the effective management of potential threats.
Learn MoreEmerging Companies Services
Navigate challenges, optimize growth opportunities, and build a strong foundation for long-term success.
Connect with a SpecialistFinancial Forecasts & Projections
Estimate future financial performance based on historical data, current trends, and strategic plans to inform decision-making and guide business planning.
Contact Us TodayIPO Readiness & SEC Compliance
Optimize the IPO process, ensuring compliance with SEC regulations, financial reporting standards, and investor disclosures.
Learn MoreTransactional Services Solutions
CBIZ offers skilled transaction services to ensure successful deals. Whether it’s due diligence for risk assessment, sell-side preparation to attract buyers, tax optimization for efficiency, acquisition evaluation and financing, or quality of earnings assessments to confirm financial health, we provide seamless, strategic transaction solutions.
Quality of Earnings
Evaluate the accuracy, sustainability, and the sources of a company’s earnings to determine the true economic performance and your underlying financial health.
Contact Our TeamDue Diligence on Acquisitions/Divestitures
Provide thorough investigation/analysis of financial, legal, and operational aspects to gauge risks and validate the viability and strategic fit of potential transactions.
Learn MoreSALT Audit Defense & Controversy
Manage state and local tax (SALT) compliance, defend against audits, and resolve disputes related to sales tax, digital services taxation, and remote workforce considerations.
Learn MoreSell-Side Preparation
Optimize financial records, present the company attractively to potential buyers, and ensure a smooth and efficient transaction process.
Learn MoreTax Attribute Optimization
Identify and maximize tax benefits to enhance overall tax efficiency.
Learn MoreAcquisition Due Diligence Disposition & Financing
Evaluate target companies, manage the sale or restructuring of assets, and substantiate necessary funding is secure to ensure successful and financially sound transactions.
Connect with a SpecialistValuation Advisory
We provide support for venture capital funding, M&A transactions, and investor reporting. Our data-driven solutions ensure accurate valuations for intellectual property, acquisitions, and funding rounds tailored for technology companies. We focus on providing reliable valuations that enhance investor confidence and drive growth.
Business Valuation
Value the entire business entity for use in situations such as sales, mergers, acquisitions, or strategic planning.
Learn MorePurchase Price Allocation (PPA)
Allocate the purchase price of a business to its various tangible and intangible assets and liabilities using this type of valuation.
Learn MoreImpairment Testing
Conduct regular impairment testing of goodwill, intangible assets, and tangible assets to ensure they’re carried at no more than their recoverable amount and any impairment losses are recognized timely.
Connect with a SpecialistIntellectual Property & Intangible Assets Valuation
Value patents, trademarks, and other intangible assets, especially when acquired through mergers and acquisitions, or developed internally.
Learn More409A Valuation
Prepare 409A valuations to determine the fair market value of your stock, ensuring IRS compliance and accurate equity compensation pricing.
Connect with a SpecialistEquity Compensation Valuation
Use stock options and other equity compensation tools to ensure proper valuation for accurate financial reporting.
Learn MoreAssurance & Tax Solutions
CBIZ performs financial audits that align with regulatory requirements, investor expectations, and industry best practices to ensure financial transparency and compliance. Our tailored tax solutions help technology companies reduce tax burdens, leverage available incentives, and maintain compliance with evolving regulations.
Audits, Reviews, and Compilations
Evaluate a company’s financial statements with varying levels of assurance and rigor to ensure accuracy and compliance with accounting standards.
Learn MoreInternal Controls Review and Design
Assess and develop an organization’s control methods to ensure accuracy, reliability, and compliance in financial reporting and operational efficiency.
Learn MoreReverse Mergers and Recapitalizations
Provide guidance for a private company to become publicly traded by merging with an existing public company, including restructuring of capital to improve financial stability and growth potential.
Let's ConnectTax Return Preparation and Compliance
Compile and submit required tax documents in accordance with legal regulations to minimize liabilities and avoid penalties.
Learn MoreTax Credits and Incentives, including R&D
Review government-provided benefits for potential reduction in tax liability.
Learn MoreTax Planning and Consulting
Manage international, federal, state, and local tax obligations with comprehensive compliance strategies tailored to the complexities of life sciences operations and revenue models.
Learn MoreTechnology Solutions
In fast-evolving industries efficiency, security, and scalability are essential. From protecting sensitive data to streamlining operations, adopting the right technology solutions enables companies to drive innovation, maintain compliance, and stay ahead of market demands.
Cybersecurity Protection
Implement cybersecurity frameworks that protect intellectual property, customer data, and sensitive financial information from cyber threats.
Learn MoreHR Technology
Enhance workforce productivity and automate HR processes with advanced software that supports talent acquisition, compliance, and benefits management.
Learn MoreAI Consulting & Implementation
Utilize artificial intelligence to accelerate discovery, automate IT workflows, and enhance predictive analytics.
Learn MoreERP Selection & Integration
Implement ERP systems that optimize production workflows, inventory management, and financial reporting for companies scaling operations.
Learn MoreCloud Services & Infrastructure
Enhance data storage, security, and remote accessibility by deploying cloud solutions that support research collaboration, product development, and IT scalability.
Learn MoreHuman Capital Management
In a highly competitive job market, technology companies must implement strategic workforce solutions to attract, retain, and compensate top talent. CBIZ provides tailored HR and compensation strategies that align with industry benchmarks.
Benefits Consulting
Build a competitive edge with an innovative benefits program that fits your company’s culture and meets your workforce’s needs.
Learn MoreTalent & Compensation Strategy
Design stock-based compensation plans, incentive programs, and deferred compensation structures to attract and retain top executives.
Learn MoreRetirement Plan Consulting
Implement competitive retirement programs designed to help you land elite talent.
Learn More
Navigate Unique & Complex Challenges
Technology companies often face challenges such as rapid technological advancements, cybersecurity threats, regulatory compliance, funding and financial management, talent acquisition and retention, market competition, scaling operations, product development, customer acquisition and retention, and intellectual property protection.
CBIZ excels at turning these pain points into opportunities through tailored strategic consulting and innovation management. We enhance cybersecurity measures, ensure regulatory compliance, and optimize financial operations. Our team helps secure funding, attract and retain top talent, and provide strategic advice to maintain market competitiveness while scaling operations efficiently.
Our expertise in product development ensures timely and cost-effective solutions. Additionally, we offer robust intellectual property support to safeguard and maximize the value of your technology innovations.
