Technology Industry

Fintech

Comply with complex regulations and seamlessly blend the financial and technology sides of your organization, so you can stay focused on innovation and maximizing your market value.

Our Approach

Disrupt Your Industry, Not Your Operations

Leveraging technology to be an industry disruptor is central to your mission. But the corresponding regulatory burdens can add complications, leaving you stretched too thin and vulnerable to risk.

We can help you effectively navigate these regulatory hurdles alongside your strategic vision, so you can address ever-changing legislation, build proper internal controls and pivot with industry shifts — without compromising innovation.

Industry Expertise

Do What You Do Best – and Offload the Rest

Your company has unique needs that require strategic, custom solutions. Collaborating with a trusted partner that truly understands the fintech industry and offers a deep bench of expertise can help bring order to the chaos and allow you to close financial gaps, stay agile and focus on what matters most: your service offering.

Regulatory Support

Strengthen your controls to address the unique regulatory requirements you face at the intersection of financial services and technology.

Risk Assessment & Security

Stay ahead of changing regulations, maintain BSA, AML and KYC compliance and secure your data through SOC, SOX, cybersecurity and assurance programming.

Maximizing Your Team

Eliminate distractions and prioritize value-added initiatives by outsourcing your back-office tasks to a trusted expert, giving your team more bandwidth to focus on your core mission.

Strategic Consulting & Advisory

Work with a team of experts who can help you with revenue recognition, GAAP reporting, acquisition/purchase accounting, investment tracking and the development of investment policy controls.

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Services
Address Your Business Challenges All in One Place
Advisory
Get support for critically important business enhancements and transactions, including M&A and IPO preparation
Audit
Evaluate high-risk areas like revenue recognition and 10Q prep, and get help completing your review efficiently
Crypto & Digital Assets
Access specialized services and products for digital asset owners, miners, stakers and crypto-curious companies
Digital Transformation
Transform your business through tools that streamline processes and scale with you
Environmental, Social & Governance (ESG)
Meet the social responsibility expectations of your people, vendors, communities and business partners
Outsourcing Services
Leverage your internal team for value-added tasks and keep your finance, accounting, tax and HR processes running smoothly
Risk Assurance & Advisory
Develop secure controls, mitigate cybersecurity risks and maintain compliance for SOC, SOX and ISO regulations
Strategy & Transformation
Structure long-term roadmaps addressing people, processes and technology for sustainable profit and growth
Tax Accounting
Establish customized tax strategies and comply with local and global regulations
Experts
Joey Losurdo, Risk Assurance & Advisory| Armanino
Partner
Joey has more than 15 years of experience with a focus on risk advisory and assurance.

Austin, TX
Matthew Chavez - Partner, Audit - San Jose CA | Armanino
Partner
Matthew leads the Technology and Emerging Growth Practice helping companies navigate growth stages successfully.

San Jose, CA
Mirena Taskova - Managing Director, Privacy & Cybersecurity - San Jose CA | Armanino
Managing Director, Head of Privacy and Cybersecurity
Mirena Taskova has over 15 years of wide-ranging privacy & cybersecurity experience

San Jose, CA
Resources
Accounting Best Practices for Crypto Startups
Webinar
Virtual event covering the best tax, audit and risk management methods for crypto startups.

October 20, 2022 | 10:00 AM - 11:00 AM PT
Crypto Startups and Token Projects Can Thrive With These Accounting Best Practices
Article
This checklist helps crypto startups set up efficient back-office systems that support future success.

August 24, 2022
Regulatory and Industry News Alerts from Armanino
Article
In 2022, immediate R&D expensing isn’t an option — prepare for changes to your taxable income and potential cash taxes.

July 13, 2022
Get Started

Turn Chaos Into Focus

To learn more about how we can help you navigate hurdles and achieve your strategic goals, use the form and our experts will get back to you promptly.