Sassetti LLC
TECHNOLOGY
Build Fast. Scale Smart. Know the Numbers.
Technology companies move quickly. Your accounting, tax and
financial systems need to keep pace. We help growing technology
businesses create stronger financial foundations, manage risk
and prepare for the next stage of growth.
01
Build the Foundation
02
Manage Growth
03
Prepare What's Next
BUILT FOR GROWTH
BEYOND THE CODE
Great technology needs a financial infrastructure that can scale with it.
YOUR FINANCIAL OPERATING SYSTEM
The Back Office Should Scale With the Product.
Rapid growth can expose weak processes quickly. A scalable
financial foundation helps turn activity into information
leadership can actually use.
BUILD THE INFRASTRUCTURE
Create a finance stack that supports better decisions.
Early-stage financial processes often work because the company
is small. As the business grows, those same processes can create
delays, inconsistent reporting and additional risk.
We help technology companies strengthen accounting, reporting and tax processes so leadership can spend less time assembling the numbers and more time using them.
We help technology companies strengthen accounting, reporting and tax processes so leadership can spend less time assembling the numbers and more time using them.
01
Accounting Foundation
Accurate books, reconciliations and repeatable processes.
02
Management Reporting
Financial information structured for leadership decisions.
03
Tax Strategy
Planning that evolves with growth, investment and expansion.
04
Strategic Finance
Forecasting, analysis and insight for the next decision.
FROM STARTUP TO SCALE
Financial Priorities Change as the Company Changes.
The financial infrastructure needed at launch is not the
same infrastructure needed for expansion, outside investment
or a major transaction.
01
FOUNDATION
Build It Right From the Start.
Establish accounting, tax and reporting processes that
can support the business without adding unnecessary
complexity too early.
Accounting systems & workflows
Entity & tax planning
Cash-flow visibility
Financial reporting
02
SCALE
Add Structure Without Slowing Growth.
As headcount, customers and markets grow, stronger
processes help leadership maintain visibility while
managing increased financial complexity.
Forecasting & budgeting
Multi-state considerations
Tax credits & incentives
Controls & reporting
03
NEXT STAGE
Prepare Before the Opportunity Arrives.
Major transactions, new markets and other growth events
become easier to navigate when the financial foundation
has been built with the future in mind.
Financial readiness
Assurance needs
Strategic tax planning
Ownership & transition considerations
TECHNOLOGY INDUSTRY SOLUTIONS
Accounting and Advisory That Can Keep Up.
Flexible support across accounting, tax, assurance and
strategic finance as your company becomes more complex.
01
ACCOUNTING
Outsourced Accounting
Scalable accounting, reconciliations and financial
reporting support designed for growing organizations.
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02
TAX
Tax Planning & Compliance
Business tax compliance and proactive planning that
evolves as operations, markets and ownership change.
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03
INCENTIVES
Tax Credits & Incentives
Evaluate federal, state and local opportunities that
may support innovation, investment and growth.
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04
ASSURANCE
Financial Statement Assurance
Audit and assurance support when investors, lenders,
stakeholders or growth events require greater confidence
in financial reporting.
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05
CFO ADVISORY
Forecasting & Strategic Finance
Forward-looking financial support for budgeting,
runway, investment decisions and long-term planning.
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06
EXPANSION
Multi-State Tax Considerations
Support as employees, customers and business activity
expand into additional jurisdictions.
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07
PEOPLE
Employee Benefit Plan Audits
Experienced audit support for employers managing
retirement plans and related compliance requirements.
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→
08
WHAT'S NEXT
Transaction & Exit Planning
Prepare the financial side of the business for ownership
changes, strategic transactions and future opportunities.
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→
MOVE FAST. STAY INFORMED.
Speed creates opportunity. It can also magnify financial blind spots.
MAXIMIZE GROWTH. MANAGE RISK.
Growth Is Easier to Manage When the Numbers Can Keep Up.
Technology businesses can change rapidly as products evolve,
headcount grows, customers expand and new markets open.
That pace creates opportunity, but it can also create new
accounting, compliance and tax considerations.
We help leadership teams strengthen the financial infrastructure behind the company so growth does not create unnecessary surprises later.
We help leadership teams strengthen the financial infrastructure behind the company so growth does not create unnecessary surprises later.
01
Keep reporting useful as complexity increases
Build financial processes capable of supporting a larger organization.
02
Plan before tax issues become filing issues
Evaluate growth decisions before year-end or expansion creates surprises.
03
Prepare for the next financing or transaction
Stronger records can make future diligence and reporting easier.
YOUR PEOPLE ARE PART OF THE INFRASTRUCTURE
Growth Brings New Benefit Plan Responsibilities.
As technology companies add employees and expand benefit
programs, retirement plan administration and compliance
can become more complex.
Our employee benefit plan audit professionals help organizations identify potential issues, address audit requirements and navigate correction processes when problems arise.
Explore Employee Benefit Plan Services
→
Our employee benefit plan audit professionals help organizations identify potential issues, address audit requirements and navigate correction processes when problems arise.
EMPLOYEE BENEFIT PLANS
Build the company. Support the people helping you build it.
BUILD WHAT'S NEXT
Your technology can change the market. Your financial foundation should be ready for what happens when it does.
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