Home » Industries Served » Technology & SaaS

Technology & SaaS Accounting and Advisory Services

Technology and SaaS companies move fast. Growth targets are aggressive, funding cycles are unpredictable, and expectations around performance, compliance, and reporting continue to rise.

LBMC works with technology companies at every stage, from early-stage startups to venture-backed and publicly traded organizations. We help you manage financial complexity, prepare for scale, and make decisions with better visibility into your business.

Whether you are building recurring revenue models, preparing for an audit, navigating multi-state tax exposure, or planning for a transaction, our team brings practical experience that aligns with how technology companies actually operate.

Questions About Our Services?

Whether you’re navigating change, planning for growth, or addressing operational challenges, our team helps you determine the right strategy for your business.

Technology & SaaS Services in Practice

Working with a technology or SaaS company often means stepping into a business that is evolving quickly. Priorities shift, teams are lean, and systems may not be fully built out yet.

Our approach is designed to meet you where you are.

We start by understanding your business model, revenue streams, and growth plans. From there, we identify gaps in financial processes, reporting, compliance, and risk management. Then we help you prioritize what matters most right now, while keeping future milestones in mind.

That could include preparing for investor reporting, strengthening internal controls, supporting an audit, or building a more scalable finance function.

The goal is simple. Give you clarity, reduce friction, and help you move forward with confidence.

Where Technology & SaaS Companies Need the Most Support

Technology and SaaS companies operate under a different kind of pressure. Growth is expected, but it often comes with increasing financial complexity, investor scrutiny, and evolving compliance requirements. As companies scale, gaps in processes, reporting, and controls become harder to manage and more visible to stakeholders. LBMC’s 2026 Technology & SaaS Business Outlook explores how AI adoption, cybersecurity risk, cloud costs, data governance, and workforce strategy are shaping priorities for technology leaders.

Common areas where support is needed include:

Navigating ASC 606 revenue recognition, especially for multi-element SaaS arrangements
Preparing for audits, due diligence, or investor reporting requirements
Managing subscription billing models and recurring revenue accuracy
Addressing multi-state and international tax exposure
Building scalable finance and accounting processes
Meeting SOC 2 or SOC 3 compliance expectations
Strengthening internal controls and governance as the business grows
Supporting M&A activity, integrations, or exit planning

As AI becomes more embedded in technology businesses, leaders also need to determine where it can create measurable value without adding unnecessary risk or complexity. That requires balancing innovation with data readiness, governance, workforce considerations, and business priorities. Technology leaders can explore how to take a human-centric approach to AI strategy and how technology CEOs can turn AI strategy into execution as expectations around growth and enterprise value increase.

Featured Podcast: Can You Trust Your Eyes? Deepfakes, Self-Healing Systems, and AI Risks You're Not Seeing

AI is already reshaping how organizations manage risk, compliance, and security. In this episode of Cybersecurity Sense, LBMC’s Mark Burnette talks with Andy Kerr and Kyle Hinterberg about what they are seeing in the field right now. They cover:

Deepfakes and identity fraud risks
New PCI 4.0 requirements
AI-driven security tools and automation
Ongoing challenges with asset visibility
Managing shadow IT and rogue devices

If you are thinking about how AI affects your security posture or compliance requirements, this conversation offers a practical look at what is changing and what to watch next.

Technology & SaaS Advisory Services & Accounting Solutions

LBMC delivers a connected set of services that support technology and SaaS companies across their full lifecycle. You can engage us for a specific need or build a broader relationship as your business grows.

Technology & SaaS Advisory & Business Consulting

Technology and SaaS companies need clear visibility into financial performance, scalability, and growth strategy as the business evolves. LBMC works alongside leadership teams to strengthen reporting, improve financial processes, evaluate opportunities, and build the infrastructure needed to support the next stage of growth.

As companies scale, finance teams often need to balance growth expectations with increasing pressure around profitability, forecasting, controls, and investor reporting. LBMC helps organizations understand growth and profitability trends in SaaS finance, address the financial challenges that emerge as SaaS companies scale, and build a finance function that can support more sophisticated decision-making.

Related services:

Technology & SaaS Audit & Assurance Services

As technology companies scale, accurate financial reporting and strong internal controls become increasingly important. LBMC provides audit and assurance services tailored to SaaS and technology businesses, helping meet investor, lender, and regulatory expectations while minimizing disruption to day-to-day operations.

Related services:

Technology & SaaS Tax Services

Technology companies often face evolving tax considerations related to growth, multi-state operations, software revenue, and innovation incentives. LBMC’s tax professionals help organizations manage compliance, evaluate planning opportunities, and understand how tax obligations may change as the business scales.

For SaaS and software companies, this can include navigating tax liabilities for software and SaaS companies, understanding when Tennessee sales tax applies to cloud-based software, and monitoring developments such as the Tennessee court ruling on SaaS business tax.

Related services:

Technology & SaaS Cybersecurity & Technology Solutions

With increasing reliance on cloud platforms, data, integrations, and third-party providers, technology companies must prioritize security, compliance, and system performance. LBMC helps organizations strengthen cybersecurity, evaluate technology risk, and improve how systems and data are used across the business.

For companies operating in the cloud, that includes understanding the differences between SaaS, PaaS, and IaaS cloud models, asking the right due diligence questions when evaluating cloud service providers, and preparing for security frameworks such as ISO 27001 for SaaS providers.

Related services:

Technology & SaaS Insights — Delivered to Your Inbox

Insights to help you scale, stay compliant, and make smarter decisions. You’ll get:

Revenue recognition and ASC 606 guidance
R&D tax credit insights and updates
SOC and cybersecurity considerations
Financial and operational best practices
Trends shaping technology and SaaS companies

Why Technology & SaaS Companies Choose LBMC

Technology companies need advisors who understand how fast things change and how financial, operational, and strategic decisions are connected. LBMC’s technology advisory services help SaaS and tech companies improve visibility, evaluate opportunities, and stay aligned as they grow.

Integrated family of companies

LBMC brings together accounting, tax, advisory, cybersecurity, and technology services in one place, making it easier to coordinate efforts across your business.

Experience across growth stages

We work with companies from early-stage startups to private equity-backed and publicly traded organizations, supporting each phase of growth. Our experience also comes from working alongside leaders who understand how technology organizations evolve, including perspectives on leadership and career growth for women in technology.

SaaS-specific accounting and compliance expertise

Our teams understand the nuances of recurring revenue, ASC 606, and compliance requirements that impact technology companies.

Transaction advisory for fundraising and M&A

We support capital raises, due diligence, and transaction planning to help you move forward with confidence.

Coordinated guidance that scales with your business

We help align your financial, operational, and strategic priorities as your organization grows.

Regional presence with national-caliber expertise

With offices across the Southeast and experience serving clients nationwide, LBMC combines local accessibility with deep technical expertise.

Featured Webinar: CFO Challenges in Scaling SaaS Businesses

“We say we’re audit and due diligence ready at any time.”
— Chris Morgan, CEO, LBMC W Squared

Scaling SaaS: Financial Visibility and the Evolving CFO Role

LBMC’s Chris Morgan shares insights on the financial and operational challenges SaaS companies face as they scale, from transitioning accounting methods to building investor-ready reporting and stronger financial controls. Explore additional guidance on CFO challenges in scaling SaaS businesses and how the finance function must evolve as growth accelerates.

Key Outcomes

Guidance for scaling from $3M to $35M in ARR
Improved financial visibility and reporting accuracy
Stronger investor and board confidence
More structured and audit-ready finance functions

Let’s Talk About Your Technology Business

Whether you are preparing for an audit, navigating a capital raise, or looking for SaaS accountants who understand your business model, LBMC’s team is ready to help.

Technology & SaaS Organizations We Support

LBMC works with a wide range of technology and SaaS companies, each facing different challenges related to growth, funding, compliance, and operational scale. From early-stage startups to private equity-backed and mature organizations, our teams bring experience that aligns with how technology companies operate and evolve.

SaaS and software companies
Fintech and financial technology platforms
Healthcare technology and digital health companies
Cybersecurity and data-driven organizations
E-commerce and digital commerce platforms
Venture-backed and private equity-backed technology companies
IT services and managed service providers
Cloud, infrastructure, and platform-based businesses

Find the Right Technology & Saas Solutions for Your Business

Whether you’re managing cost pressures, improving operational performance, or planning for growth, LBMC can help you move forward with clarity.

FAQs about Accounting & Advisory Services for Technology & SaaS Companies

What do SaaS accountants help technology companies with?

SaaS accountants help technology companies manage the financial complexity created by recurring revenue, rapid growth, and evolving reporting requirements. This can include ASC 606 revenue recognition, subscription billing, monthly close, SaaS metrics, forecasting, cash flow, and investor-ready reporting. As the company scales, finance teams may also need stronger processes and controls to support audits, fundraising, or transactions. Learn more about common challenges and solutions in SaaS accounting.

What is a SaaS CPA, and what services do they provide?

A SaaS CPA understands the accounting, tax, and reporting issues created by subscription-based business models and rapid growth. Beyond traditional tax compliance, that can include ASC 606 revenue recognition, multi-state tax exposure, R&D tax credits, financial reporting, audit readiness, and planning for fundraising or transactions. Specialized experience is important because tax obligations can change quickly as software companies expand into new markets and jurisdictions. Find out more about tax considerations for software and SaaS companies.

How does LBMC support technology companies with SOC 2 compliance?

LBMC helps technology and SaaS companies evaluate their readiness for SOC 2, identify control gaps, and prepare for the examination process. This can include assessing controls related to security, availability, confidentiality, processing integrity, and privacy; strengthening documentation; and addressing issues before they affect the audit. Companies preparing for their first SOC 2 report can use a SOC 2 gap assessment to identify areas that need attention and build a more efficient path toward compliance.

What R&D tax credits are available for technology and SaaS companies?

Technology and SaaS companies may qualify for federal and state R&D tax credits when they invest in developing or improving software, products, processes, or technical capabilities. Qualifying activities can include software development, coding, testing, prototyping, and resolving technical uncertainty. The rules are specific, so companies should evaluate both the activities performed and the expenses associated with them. LBMC helps technology companies identify qualifying activities, document their claims, and evaluate available R&D tax credit opportunities.

How does LBMC work with venture-backed or PE-backed technology companies?

LBMC works with venture-backed and private equity-backed technology companies as they scale, raise capital, complete acquisitions, and prepare for future exits. Our teams help strengthen financial reporting, improve visibility into performance, prepare for due diligence, and address tax, audit, cybersecurity, and operational requirements that often become more complex as investor expectations increase. By bringing these capabilities together, LBMC can help management teams build the financial and operational infrastructure needed to support growth while staying prepared for the next transaction or funding milestone.

When should a SaaS company consider outsourced accounting or CFO support?

SaaS companies often consider outsourced accounting or CFO support when growth begins to outpace the capabilities of the existing finance function. Common triggers include increasingly complex revenue recognition, inconsistent reporting, difficulty forecasting cash flow, investor or board reporting requirements, audit preparation, fundraising, and the need for better visibility into SaaS metrics. Outsourced support can help build more scalable financial processes and provide experienced financial leadership without requiring the company to build a full in-house team immediately.

Local Expertise, Wherever You Are

With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville, Charlotte, and Philadelphia plus remote offices, LBMC partners with businesses across the region and beyond.