Industries
Technology & SaaS / PaaS / IaaS
From innovative startups to industry leaders, FD helps tech companies of all sizes protect, adapt and grow their business for the future.
How We Help
Empower Your Agility
In an industry defined by moving fast, tech companies need a partner who can help them remain agile, overcome obstacles and seize opportunity as soon as it arises. That’s where FD comes in. Whether you’re expanding to new markets, preparing for your IPO or managing compliance on a global scale — our people can help you keep pace and navigate the road ahead.


Get More Return on Innovation
Many U.S.-based tech companies are eligible to receive tax credits for research and development (R&D) activities. By taking advantage of R&D tax incentives, your organization can earn significant financial benefits for the investments you’ve made in innovation — like launching a startup, developing new products, enhancing existing software and more.
Get Revenue Recognition Right the First Time
Subscription and consumption-based business models bring their own accounting complexity. We help SaaS, PaaS and IaaS companies apply ASC 606 correctly from day one and build the reporting infrastructure investors and lenders expect, like clean tracking of ARR, MRR, churn, net revenue retention and CAC, so your financials tell the same growth story your metrics do.

Challenges We Address
Accounting, Audit & Tax Planning
Revenue Recognition & SaaS Metrics
Multi-State & Sales Tax Compliance
Transaction & IPO Readiness
Tax Credits & Incentives
Frequently Asked Questions (FAQ)
Why does a SaaS, PaaS or IaaS company need revenue recognition expertise?
Subscription and consumption-based revenue models are governed by ASC 606, which requires careful analysis of contracts and performance obligations. Investors and acquirers scrutinize this closely, and errors here can jeopardize a raise or a deal.
How is SaaS taxed across different states?
Rules vary significantly by state and continue to evolve as courts and legislatures address digital and subscription products. We help you monitor changes, assess exposure and manage compliance as you expand.
When should a tech startup bring in an accounting partner?
Earlier than most founders expect. Entity structure, R&D credit documentation and financial controls are easiest to get right at formation and hardest to fix retroactively once investors are involved.
What should investors and acquirers expect to see in our financials?
Audited or reviewed financial statements, consistent KPI reporting (ARR, MRR, churn) and, increasingly, a completed SOC report if you’re selling to enterprise customers.
Can you support us as we expand internationally?
Yes. We provide state and local tax guidance domestically and international tax planning and compliance support as you scale across borders.
Featured Insights & Resources
More on Technology & SaaS / PaaS / IaaS
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AI Governance: How to Balance Innovation with Ethical Responsibility
Read more: AI Governance: How to Balance Innovation with Ethical Responsibility
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The C&I Corner: Your Guide to Tax Credits & Incentives
Read more: The C&I Corner: Your Guide to Tax Credits & Incentives










