Walter & Shuffain, P.C.

Technology

Whether you're a high tech start-up or pre-IPO, Walter & Shuffain's comprehensive accounting, tax and financial reporting services provide the information you need from launch through liquidity. Our services help you build and retain investor confidence -assisting with revenue recognition issues, maximizing R&D credits, stock option accounting and valuation issues.

We know that your company is facing numerous challenges, from volatile profit margins, faster time to market and long product development cycles to intellectual property and piracy concerns. As one of the largest regional accounting firms we deliver industry-focused assurance, tax, and advisory services with a global perspective, local knowledge, and an eye toward the future.

For startup companies, we offer consulting and advisory services in these areas:

Entity formation and selection
Stock option incentives and ownership issues
Stock option valuations
Internal financial reporting and budgeting systems
Accounting systems design
Funding source investigation including venture capitalists
Revenue recognition consulting
Company capitalization
Maximizing cash flow
Buy/sell agreements
Intellectual property issues (including valuation)
Maximizing utilization of net operating losses

For mature companies, we offer consulting and advisory services covering:

Revenue recognition consulting
Employee benefit programs and employee stock ownership plans
Retirement programs
Succession planning
Business valuation
Development of international opportunities
Merger and acquisition
Sale of the business/transition to IPO
Research and development credit planning

Certified Public Accountants & Business Advisors

Technology

Who we serve.

Technology

For startup companies, we offer consulting and advisory services in these areas:

For mature companies, we offer consulting and advisory services covering: