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Technology
At Z Advisory Group, we deeply understand the fast-paced and unique financial landscape of the technology sector. From managing burn rates and valuing intellectual property to securing venture capital and planning for talent acquisition, we offer specialized financial advisory, meticulous bookkeeping, strategic business tax services, and high-level outsourced finance support. Our goal is to free you from financial complexities, allowing you to focus on innovation and achieve your next breakthrough.
Powering Innovation: Financial Strategies for Tech Visionaries.
Services provided to tech industry:
Business Advisory Services
Outsourced Services
QuickBooks Consulting / Accounting software
Accounting Software Selection & Integration
Our Specialized Tech Business Financial Services:
Minimizing Tax Liability & Maximizing Incentives
Optimize your tax position and leverage industry-specific tax benefits unique to technology companies.
R&D Tax Credits: Expert identification and maximization of Research & Development (R&D) tax credits for software development, product innovation, and process improvements.
Intellectual Property (IP) Tax Strategies: Advising on tax-efficient structuring of IP ownership and licensing to minimize global tax burdens.
Software Development Cost Capitalization: Guidance on properly accounting for and depreciating software development costs for tax purposes.
State & Local Tech Incentives: Identifying and capitalizing on specific tax breaks and incentives offered to tech businesses in various jurisdictions, including Florida.
Proactive Tax Planning: Developing forward-looking tax strategies to align with your company's growth trajectory and potential exit events.
Outsourced Finance Support (Virtual CFO & Controller Services)
Access seasoned financial leadership and meticulous accounting without the overhead of a full-time in-house team.
Virtual CFO for Tech: Strategic financial planning, advanced analytics, M&A advisory, fundraising strategy, and high-level financial oversight to guide your tech company's trajectory.
Virtual Controller Services: Overseeing daily accounting operations, establishing robust internal controls, ensuring compliance, and managing financial reporting specific to SaaS, software, or hardware companies.
Cost Management & Efficiency: Identifying opportunities to optimize operational expenses and improve unit economics without stifling innovation.
Scalable Accounting Systems: Implementing and managing financial systems that can grow with your company, providing real-time data and insights.
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