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Baker Tilly Advantage

Solutions custom-tailored for emerging technology companies

Solutions custom-tailored for emerging technology companies

  1. Travis M. Drouin

    Travis M. Drouin

    CPA

    Principal

  2. Todd C. Bernhardt

    Todd C. Bernhardt

    CPA

    Principal

  3. Missy Thompson

    Missy Thompson

    Principal

  4. Kim Wylam

    Kim Wylam

    Managing Principal

  5. Mike Sullivan

    Michael Sullivan

    CPA, MBA

    Principal

Contact us today to get a personalized quote tailored to your startup's needs.

Fast growing technology companies feel constant pressure to maximize investors’ ROI, evolve and iterate the company’s solutions, optimize the revenue model in ever-changing market conditions and create an efficient, scalable operating model that can withstand the many challenges and risks that come with building a business. Baker Tilly Advantage is designed with the unique needs of emerging technology companies and startups in mind. It starts with freeing you up from the operational complexities and responsibilities related to tax, accounting and human resources and ends with giving you a streamlined customer experience all aimed at giving you more time to focus on growing your business.

Backed by a top ten advisory, tax and assurance firm, Baker Tilly Advantage is dedicated to customizing business solutions that generate and sustain growth. Balancing innovation, productivity and risk at every turn, our professionals are experienced in supporting the financial and operational needs of technology companies.

Outsourcing with Advantage helps you:
  • Identify trends and plan for the future
  • Keep the focus on building your business
  • Streamline processes and improve controls
  • Increase efficiency and reduce costs

The Advantage experience

Working with Advantage means so much more than just getting the basics. We provide a unique client experience with your business at the center of everything we do.

Let us handle the complexities of tax and HR so you can focus on what matters.

Gain an Advantage

Every emerging technology company is unique, so we work with you to develop service bundles just as unique as you are – setting you up for success now and for tomorrow. Our services include:

Core tax and accounting

  • Outsourced monthly accounting
  • Tax services – federal, state and local return preparation, entity structure, sales tax compliance, R&D credit support, eCommerce issues, general planning and consulting
  • Audit readiness and GAAP advisory expertise
  • Sales and use tax compliance support
  • Accounting specialization – revenue recognition, equity transactions, intangible assets, software and website development costs, business combinations, stock compensation

Human Resources

  • HR consulting
  • Payroll implementation, setup, review, processing and support
  • Complete outsourced/co-sourced HR support
  • Federal, state and local HR compliance
  • Talent management
  • Benefits administration
  • Access to HR resources to create job descriptions, determine salaries and understand federal, state and local HR compliance regulations

Specialized Knowledge

  • SaaS Intelligence, our proprietary software that shows real-time insightful business metrics
  • Business valuation, esp. 409A
  • Buy- and sell-side due diligence
  • Technology based real-time financial reporting
  • Custom tech stack including leading solutions by:
    - Avalara
    - Sage Intacct
    - ADP
    - BILL

Our custom SaaS and Sage Intacct accounting solutions

Unlock exponential growth through the synergy of SaaS Intelligence and Sage Intacct, where deeper insights meet actionable strategies.

In the fast-paced world of software as a service (SaaS) and subscription-based models, deep strategic insights and financial clarity aren’t just goals — they’re necessities. SaaS Intelligence is intricately designed with Sage Intacct, the leading ERP for software companies. Our solution offers more than just data; it provides a clear path to transforming your financial strategy and driving accelerated growth.

Our deep industry and product knowledge allows us to develop and implement solutions tailored to your business. Experience the power of cloud accounting with Sage Intacct, the preferred choice for small and midsize businesses seeking enhanced financial performance and insights. Join the more than 2,000 businesses that trust Baker Tilly SaaS Intelligence and Sage Intacct to transform their financial strategies.

With Baker Tilly Advantage, we can help scale your business by handling the critical tax, accounting and HR functions — so you can spend more time on strategy, innovation, growth and client relationships.
Todd Bernhardt, Practice Leader, Baker Tilly Advantage
Todd C. Bernhardt