A financial partner that keeps pace with the velocity of technology
Technology companies operate in a fast-moving, complex financial landscape shaped by evolving business models, regulatory shifts, cybersecurity risks, and rapid product cycles.
At hfco, we bring a comprehensive, strategic approach to help companies and investors navigate these challenges with clarity and confidence.
Our experience with technology companies gives us a clear understanding of the financial and operational pressures they face every day
Revenue recognition complexity
Technology companies frequently deal with complex revenue recognition situations involving software licenses, SaaS subscriptions, multi-element arrangements, and long-term contracts. We help you apply the right standards and ensure your financial statements reflect your business model accurately.
R&D tax credits
Technology companies are among the most eligible recipients of R&D tax credits, yet many leave significant credits unclaimed. We conduct thorough eligibility assessments and optimize your position under current tax law.
Equity compensation and startup accounting
Equity-based compensation, stock option accounting, and cap table management create unique accounting and tax complexity for technology companies.
Scalability and growth financing
Technology businesses often grow faster than their financial infrastructure can support. We help you build the systems, reporting, and financial controls that scale with your business.
Transaction and M&A readiness
Technology companies are frequent targets and buyers in M&A transactions. We prepare valuations, ensure your financials are transaction-ready, perform quality of earnings analyses, conduct due diligence, and structure deals to maximize value.
Tax strategy and multi-state compliance:
Expanding across states or adding remote employees can unintentionally create tax nexus. Proactive management of income tax apportionment, payroll requirements, and sales tax obligations is essential to avoid unexpected compliance risks.
Technology expertise - for fast-paced businesses that are continually evolving
hfco brings deep knowledge and a full suite of advisory services to each engagement.
Comprehensive
approach to technology company accounting and advisory
R&D credit
expertise helping technology firms capture every available incentive
Transaction-ready
advisory for companies ready for an acquisition or building towards an exit
Independent
objective guidance and support
How Holcomb Transportation found an advisor who shows up for every decision, not just year-end.
Holcomb Transportation has operated New Jersey’s school bus routes for decades, growing into a complex organization with 16 entities, rental properties, and a leasing operation. Since 2016, Ken May and the Haefele Flanagan team have been a constant presence — not just at year-end, but multiple times a week, weighing in on everything from vehicle purchases and property acquisitions to cost segregation studies and long-term growth strategy.
Trusted by specialty contractors. Proven in the field.
Dave Gill is always very responsive and I feel like hfco truly has my best interests at heart. They’re not just thinking about my businesses; they’re thinking about my family, my personal goals, and my overall tax situation. I trust Dave and the hfco team completely, which makes it easier to focus on running and growing my business, knowing the tax side is covered.
Rob DePiero
Founding Principal, VanRock Properties
What technology clients ask us most
Does hfco work with early-stage technology companies?
Can hfco help us claim R&D tax credits?
Can hfco help prepare our company for a sale or investment?
Is an initial consultation free?
Our insights on technology and I.T.
Meet your advisors
Ready to work with a firm that understands your technology business
Share what’s driving your business today and where you need support.