Technology Industry

Software & SaaS

In a competitive and fast-evolving industry, speed to market matters. Get the tools and guidance you need to differentiate from competitors and measure performance.

Our Approach

Solve Your Unique Challenges and Enable Growth

SaaS companies ranging from startup to enterprise, public or private, constantly face challenges in areas such as tracking accurate business performance metrics, maximizing acquisition costs, revenue recognition and capitalization costs – to name a few. Your continued success hinges on your ability to solve these issues and make fast business decisions based on customer demands.

Every minute spent on tedious operational, compliance and financial projects is time taken away from your product development. Partnering with an experienced SaaS advisor who will work through your issues side-by-side with you and get the job done quickly can set you on the best path for sustainable growth.

SaaS Visual Effects Company Scales Finance & Accounting Case Study
White Paper
2020 SaaS Cost Cap Survey
Examine the top 100 publicly traded SaaS companies’ capitalization of development costs and sales commissions.
2020 SaaS Cost Cap Survey White Paper
Case Study
SaaS Visual Effects Company Scales Finance & Accounting
Read how Threekit expanded into international markets, improved its financial reporting capabilities and prepared for more growth by implementing Sage Intacct and integrating it with Salesforce.
What We Do
Utilize Best-in-Class Solutions to Navigate Every Growth Stage
Technology Industry Advisory Services
Streamline operations to free up time to spend on strategic goals
Technology Audit
Evaluate high-risk areas like revenue recognition and 10Q prep, work alongside you to complete your review efficiently
HealthTech Industry Business Applications
Seamlessly incorporate a holistic technology stack strategy in your plans for growth
Technology Industry Crypto Services
Specialized services and products for digital asset owners, miners, stakers and crypto-curious companies
Technology Industry DataVue
Achieve digital transformation through tools that streamline processes and scale with you
Technology Industry Outsourcing
Leverage your internal team for value-added tasks and keep your finance and HR processes running smoothly
Technology Risk Assurance
Develop secure controls, mitigate cybersecurity risks and maintain compliance for SOC, SOX and ISO regulations
Technology Industry Strategy
Structure long-term roadmaps, addressing people, processes and technology, for sustainable profit and growth
Technology Tax
Identify savings opportunities like R&D credits, comply with local and global regulations and plan for IPOs
Experts
Scott Schimberg - Partner, Consulting - San Ramon CA | Armanino
Partner
Scott leads the cloud solutions implementation teams. He has over 19 years of experience implementing ERP solutions.

San Ramon, CA
Jon Chin - Audit| Armanino
Partner
Jon has been serving in public accounting since 2007. He provides audit and business consulting services.

San Jose, CA
David Greenamyre - Tax| Armanino
Partner
David began his career in public accounting in 2009 and spent several years with a Big Four firm.

San Jose, CA
Resources
M&A Transfer Pricing Analysis for Indian Subsidiary Frees $700K in Escrow
Case Study
When M&A due diligence found a lack of transfer pricing documentation, the buyer withheld $1.25M.

April 19, 2021
SaaS Firm Prepares for M&A and Reduces Sales/Use Tax Liability by $1.5M
Case Study
Filing VDAs helps SaaS company achieve tax compliance and become due diligence ready.

March 30, 2021
To Help Your SaaS Company Thrive in 2021, Improve These Financial Processes
COVID has created a competitive environment for SaaS. Here’s how to keep your business on top of its game.

February 09, 2021
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