Industry Expertise
Technology and Marketing
Accounting that keeps up with how technology businesses actually work.
Our Experience
Technology and digital marketing companies operate differently from traditional businesses. Revenue recognition on SaaS subscriptions, scientific research and experimental development (SR&ED) credits, equity compensation for key hires, and the unique challenges of scaling a startup all require an accountant who understands the sector.
Services We Provide
- Corporate Tax (T2)
- Tax Advisory and Planning
- Bookkeeping and Write-ups
- Financial Reporting and Compilation
- Trust, Estate, and Succession Planning
Common Issues
The Challenges Technology and Marketing Businesses Face
SR&ED credits are often unclaimed because companies do not know they qualify
Revenue recognition for subscriptions and multi-element arrangements requires careful judgment
Structuring for investment: investors want clean cap tables and proper corporate structure
Equity and options compensation creates complex tax obligations for employees and the company
Rapid growth means accounting and tax complexity grows faster than most companies anticipate
How We Help
What You Can Expect From Us
SR&ED credit identification and claim preparation to recover tax on eligible R&D spending
Corporate structure advice for startups: when to incorporate, holdco vs. opco, share classes
Revenue recognition policies that comply with accounting standards for your business model
Clean financial statements and due diligence support for investment rounds
Equity compensation advice: stock options, phantom equity, and the tax implications
Work With a Firm That Knows Technology and Marketing
We work with corporations across Canada, subject to the scope of the engagement and the client’s specific circumstances. Request a consultation and let us show you what we can do for your business.