Technology & SaaS
LBMC offers audit, state and local tax, transaction advisory, technology, information security, and valuation services to help clients propel towards growth. Our professionals understand the complex issues executives face in technology. In this fast-paced world of e-commerce and new technology, our clients must be ready to seize new opportunities and scale while simultaneously planning.
We have experience working with technology companies in every stage of growth—from startups, venture and private equity-backed to publicly-traded. By taking time to understand goals and objectives of technology business owners, we offer solutions are on point and provide for optimal results as they grow.
Types of Technology Clients
- Communications
- e-business
- Hardware
- Information technology
- Security
- Software
- Storage
Healthcare Companies
- Healthcare Technology
- Biotechnology
- Medical device
- Pharmaceutical
Related Insights for Technology and SaaS Businesses
Tax
- Navigating Sales Tax for Cloud-Based Software in Tennessee
 Understand sales tax treatment for SaaS products and reduce risk of noncompliance in Tennessee’s evolving regulatory environment.
- Addressing Tax Liabilities in Software and SaaS Companies
 Proactively manage multistate tax exposure and entity structure to protect margins in growing SaaS businesses.
- Impact of R&D Tax Regulations on Cash Flow
 Navigate recent R&D tax changes to safeguard working capital and plan development investments strategically.
Advisory
- Overcoming Accounting Challenges in SaaS Companies
 Address recurring revenue recognition, deferred revenue, and ARR reporting complexities with confidence.
- CFO Perspectives on Scaling SaaS Businesses
 Uncover insights from SaaS CFOs on how to maintain financial discipline while scaling operations.
- Winning Strategies for SaaS Leaders
 Equip your leadership team with proven approaches for navigating market volatility and accelerating growth.
- Trends in Technology M&A Advisory
 Leverage current M&A trends to position your technology business for strategic acquisition or investment.
Audit & Assurance
- Preparing for ISO 27001 Certification in SaaS
 Strengthen your security posture and customer trust by aligning your SaaS business with ISO 27001 standards.
- Evaluating the Risks of “Compliance-in-a-Box” Solutions
 Avoid pitfalls of one-size-fits-all compliance tools by building a tailored, sustainable security framework.
- Key Questions for Cloud Service Providers
 Assess third-party cloud partners to ensure data security, uptime, and regulatory readiness.
 
 



