Tech Companies and Startups

## **Accounting for Tech Companies and Startups in Canada** Support for software companies, innovators, and remote-first businesses that want automation, scalability, and long-term strategy. Technology businesses evolve quickly and require accounting systems that can keep pace. We help you implement modern workflows, navigate growth, and plan for future stages including hiring, investment, and cross-border expansion. --- ## **We Understand the Tech Business Model** Your revenue may include subscriptions, licensing, retainers, project work, or hybrid income. Your team may include contractors, cross-border staff, or remote employees. You need an accounting partner who understands how these variables change financial structure. We work with: - SaaS and subscription-based businesses - App and software development companies - Digital service firms - Remote-first teams - Startups preparing to scale or seek investment --- ## **Common Questions and Challenges We Help Solve** - Should I incorporate now or wait until revenue reaches a certain level - How do I manage subscription or recurring revenue accounting - Which expenses can I deduct and how should they be documented - How do I manage payroll or contractors across jurisdictions - How do cross-border rules apply to revenue or hiring These are common concerns in the tech space and we provide clarity based on experience. --- ## **How We Support Tech and Startup Clients** ### **Structure and Incorporation Guidance** We help determine the right structure based on your growth plans, investors, hiring, or cross-border activity. ### **Automation and Cloud Systems** We implement efficient digital systems that streamline bookkeeping, payments, receipts, and reporting. ### **Payroll and Contractor Compliance** We provide support for Canadian payroll and cross-border considerations if your team operates internationally. ### **Tax Planning and Filings** We help optimise tax outcomes based on revenue model, ownership, and available planning opportunities. ### **Investor and Reporting Readiness** We maintain clean financial records designed to support due diligence and growth-focused decision making. --- ## **A Tech-Forward Experience** Secure cloud tools, automated workflows, and real-time reporting provide clarity and eliminate manual administrative tasks. --- ## **Our Process** 1. Initial Consultation 2. Strategy and Planning 3. System Setup 4. Ongoing Support and Advisory --- ## **Why Rotaru CPA is the Right Fit for Your Startup** We are a strong match for you if: - You want a cloud-based accounting system that grows with your business - You prefer automation instead of manual financial tasks - You need guidance on structure, compensation, or cross-border rules - You want financial clarity for planning or future investment - You value a long-term advisory relationship, not just yearly filing If you are building a technology-driven business and want accounting that supports innovation and scale, we are ready to help.

Small and Mid-Sized Businesses

## **Accounting for Small and Mid-sized Businesses** Reliable support for incorporated professionals, business owners, and organisations that want structured systems, clarity, and ongoing advisory support. Your business has grown and your financial operations require more than basic bookkeeping or a yearly tax return. We provide accounting and planning services that help you stay organised while preparing for long-term success. --- ## **We Understand Growing Businesses** As revenue grows, financial complexity increases. Payroll, tax planning, compliance, and reporting all require ongoing attention. We support small and mid-sized companies that want a modern approach built for stability. We work with: - Incorporated professionals - Family-owned businesses - Service-based companies - Teams expanding or hiring --- ## **Challenges We Commonly Help Solve** - Unclear salary versus dividend strategy - Bookkeeping that lacks structure or accuracy - Limited visibility into cash flow or profitability - Uncertainty about deductible expenses - Lack of proactive tax planning across the year We provide clarity and consistency so your business can operate with confidence. --- ## **How We Support Your Business** ### **Structure and Compensation** We determine the most efficient way to pay yourself and structure revenue. ### **Cloud Bookkeeping and Reporting** We help implement dependable systems that provide clean records and useful insights. ### **Payroll and Compliance** We ensure accurate payroll and reporting, including federal and provincial requirements. ### **Tax Planning and Filing** We optimise your tax position, file accurately, and remain proactive throughout the year. ### **Ongoing Advisory** We provide predictable support and guidance whenever decisions arise. --- ## **A Modern, Efficient Workflow** We use secure digital tools and automated processes to simplify accounting and reduce administrative effort. --- ## **Our Process** 1. Consultation 2. Review and Plan 3. Implementation 4. Ongoing Support --- ## **Why Rotaru CPA is the Right Fit for Your Business** Our firm is a strong match if you: - Want a reliable year-round accounting partner - Value proactive planning and clean reporting - Prefer streamlined digital workflows - Expect clear explanations and practical guidance - Want accounting that supports long-term growth and stability If you are ready to elevate your financial systems and planning, we would be pleased to connect.

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