Product Solutions

Startup Tax & Bookkeeping Bundle

This packaged solution helps tech companies manage bookkeeping, tax compliance, R&D credits and more—letting you focus on growth.

Product Solutions

When you launch a company, budgets are tight, meaning that your systems and talent may not match your needs. So, you may seek the most cost-effective accounting and tax providers, but this is a mistake. Low-cost providers rarely scale with you, leading to costly transitions. This can be more costly and time-consuming than starting with a firm set up to handle growth.

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Benefits

Global Resources

Increase efficiency with 24/7 support from dedicated teams both within and outside the U.S.

One Provider

Get a single source of truth by working with a single provider for accounting and tax services.

Pricing Flexibility

Get set pricing based on your activity, equity investments and financial rounds.

Holistic Approach

We adapt to your needs no matter what the future holds: M&A, growth, IPO or restructuring.

Value + Expertise

Streamline your finances with an all-in-one accounting and tax solution that includes bookkeeping, tax compliance and R&D credit analysis to keep your business running stress-free.

Bookkeeping

Monthly and annual financials

R&D Credit

Credit calculations, payroll tax offset and Section 174 analysis

Tax Compliance

Federal form 1120, 1 state income tax return, 10 forms 1099 and DE Franchise Tax report

Fixed Pricing Packages

3 Tiers: See pricing structure below.

Scope of Value	Launch	Scale	Tailored
Workday Human Capital Management (transaction volume/number)	Up to $15k / 50	Up to $25k / 100	More than $25k / 100
Tax Compliance (net entity taxable income and assets)	Under $250K	Under $10M	Over $10M
R&D Credit & Required Tax Research Expense Calculation (qualified research expenses)	Up to $500K	Up to $1.5M	Greater than $1.5M
Total Annual Price (1-year contract required)	$18,487	$26,887	TBD Based on requirements

Start Strong

If you have any questions about our tech startup accounting and tax bundle, our experts can help you determine the right fit.

Startup Tax & Bookkeeping Bundle

Quick Highlights