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 1. Home
 2. Solutions
 3. Industries
 4. Technology

Technology Industry


FINTECH

Comply with complex regulations and seamlessly blend the financial and
technology sides of your organization, so you can stay focused on innovation and
maximizing your market value.

Our Approach


DISRUPT YOUR INDUSTRY, NOT YOUR OPERATIONS

Leveraging technology to be an industry disruptor is central to your mission.
But the corresponding regulatory burdens can add complications, leaving you
stretched too thin and vulnerable to risk.

We can help you effectively navigate these regulatory hurdles alongside your
strategic vision, so you can address ever-changing legislation, build proper
internal controls and pivot with industry shifts — without compromising
innovation.

Industry Expertise


DO WHAT YOU DO BEST – AND OFFLOAD THE REST

Your company has unique needs that require strategic, custom solutions.
Collaborating with a trusted partner that truly understands the fintech industry
and offers a deep bench of expertise can help bring order to the chaos and allow
you to close financial gaps, stay agile and focus on what matters most: your
service offering.

Regulatory Support

Strengthen your controls to address the unique regulatory requirements you face
at the intersection of financial services and technology.

Risk Assessment & Security

Stay ahead of changing regulations, maintain BSA, AML and KYC compliance and
secure your data through SOC, SOX, cybersecurity and assurance programming.

Maximizing Your Team

Eliminate distractions and prioritize value-added initiatives by outsourcing
your back-office tasks to a trusted expert, giving your team more bandwidth to
focus on your core mission.

Strategic Consulting & Advisory

Work with a team of experts who can help you with revenue recognition, GAAP
reporting, acquisition/purchase accounting, investment tracking and the
development of investment policy controls.

Read More
Services
Address Your Business Challenges All in One Place
Advisory
Get support for critically important business enhancements and transactions,
including M&A and IPO preparation
Audit
Evaluate high-risk areas like revenue recognition and 10Q prep, and get help
completing your review efficiently
Digital Transformation
Transform your business through tools that streamline processes and scale with
you
Environmental, Social & Governance (ESG)
Meet the social responsibility expectations of your people, vendors, communities
and business partners
Outsourcing Services
Leverage your internal team for value-added tasks and keep your finance,
accounting, tax and HR processes running smoothly
Risk Assurance & Advisory
Develop secure controls, mitigate cybersecurity risks and maintain compliance
for SOC, SOX and ISO regulations
Strategy & Transformation
Structure long-term roadmaps addressing people, processes and technology for
sustainable profit and growth
Tax Accounting
Establish customized tax strategies and comply with local and global regulations
Experts

Partner
Mark Wuchte, CPA
With significant experience in fintech and financial services, Mark brings
insights across the three lines of defense.

--------------------------------------------------------------------------------

Chicago, IL
Partner
Matthew Chavez, CPA
Matthew leads the Technology and Emerging Growth Practice helping companies
navigate growth stages successfully.

--------------------------------------------------------------------------------

San Jose, CA

View All
Resources

Article
Why Fintechs Need a BSA/AML Risk Assessment and How to Develop an Effective One
Regulators and financial partners expect you to have a BSA/AML program. These
best practices help make it easier.

--------------------------------------------------------------------------------

December 28, 2022
Updated August 16, 2023


Article
Avoid a Surprise Tax Bill by Preparing for R&D Expensing Changes Under IRC §174
Immediate R&D expensing is no longer an option — prepare for changes to your
taxable income and potential cash taxes.

--------------------------------------------------------------------------------

July 13, 2022
Updated May 14, 2024


Article
Common Cyber Threats to Know and 8 Ways to Strengthen Your Cybersecurity
A breach can cause severe financial and reputational damages, but there are ways
to mitigate your risks.

--------------------------------------------------------------------------------

August 18, 2021

View All
Get Started


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