IWhere we come in
Industries / 03 — Technology
Books adequate for filing and books adequate for investor scrutiny are not the same standard.
Audit, corporate structuring, outsourced finance and investor-readiness work for software houses, product companies and IT services businesses.
Technology businesses tend to outgrow their finance function faster than most — a founder-run spreadsheet gets a company further than it should, right up until diligence, a funding round or a statutory audit needs numbers that hold up under scrutiny. We work with software houses, product companies and IT services businesses at exactly that transition point.
Investors are about to run diligence and our books aren't ready.
Records rebuilt and reconciled to a standard that survives a data room, not a scramble the week the process starts.
Our chart of accounts was built for filing, not for management reporting.
A chart of accounts redesigned to actually support the reporting a board or investor expects.
We recognise revenue in a way nobody has actually documented.
Revenue recognition policy set out properly — often the first thing diligence or an auditor tests.
We need IFRS financial statements and don't have an in-house controller.
Outsourced finance function support that produces investor-grade statements without a full-time hire.
We are structuring the company ahead of a funding round.
Corporate structure decided with the round and the eventual exit in view, not just the current headcount.
We need a statutory audit and our previous one raised more questions than it answered.
An audit that starts from records built to be tested, not records assembled to get through the audit.
IIWhat we do
What we handle in technology
All eleven service lines are available to any client. These are the ones genuinely relevant to a software house, product company or IT services business.
01
Accounting & Outsourcing
An outsourced finance function that produces investor-grade numbers without a full-time controller hire.
- Bookkeeping and ledger management
- IFRS financial statements
- Management reporting
02
Audit & Assurance
Statutory audit and SOC reporting for technology businesses, including those on a growth or funding timeline.
- Statutory audit
- SOC 1 and SOC 2 reporting
- Provident fund audits
03
Deals & Transaction Advisory
Financial due diligence and readiness support ahead of a funding round or transaction.
- Financial due diligence
- Investor-readiness reviews
- Business valuation
04
Corporate & Secretarial
Corporate structuring decided with the round and the eventual exit in view.
- Share capital and shareholding changes
- Corporate structuring
- Statutory filings and registers
05
Technology & Digital
Systems and controls advisory where the product is technical but the finance stack still needs to work.
- ERP and accounting systems selection
- IT general controls
- Reporting automation
06
Tax & Regulatory
Standard tax compliance handled properly from the start, before growth makes retrofitting it expensive.
- Income and sales tax registration
- Withholding compliance
- Notices, assessments and appeals
07
Advisory & Consulting
Business advisory for the decisions that don't repeat — a pivot, a new market, a restructuring ahead of a round.
- Business case development
- Financial modelling
- Second-opinion reviews on existing advice
08
Financial Instruments & IFRS 9
Classification and accounting for convertible notes, SAFEs and other instruments a funded company takes on.
- Classification and measurement
- Instrument valuation
- IFRS 7 and IFRS 13 disclosure
09
Risk & Forensic
Internal control review as a scaling company outgrows founder-level oversight of its own finances.
- Internal control review
- Fraud risk assessment
- GRC framework alignment
Each of these has its own page setting out the full scope, approach and pricing — this is the set most relevant to technology work specifically.
IIIRepresentative work
What the work looks like
Anonymised, because most of what we do cannot be written up any other way. Named-client work sits behind our clients' own consent, not published here.
A software company preparing for diligence
- The position
- Books adequate for filing but not for investor scrutiny — reconciliations outstanding, chart of accounts unfit for reporting, revenue recognition undocumented.
- What we did
- Rebuilt the accounting records, designed a chart of accounts fit for management and investor reporting, and prepared IFRS financial statements.
- Why it mattered
- Diligence findings on basic bookkeeping cost valuation long before they cost the deal.
More broadly, our representative work in this sector includes software and product companies, IT services firms, and technology provident funds. The fuller list of sectors and engagement snapshots — including this one — is on our Clients & Experience page.
IVCommon questions
Questions we are asked
We're a small team — is our books mess too small for you to help with?
No. Investor-readiness and bookkeeping cleanup work is exactly as relevant to an early-stage team as to a larger one — often more so, since the gap between a founder-run spreadsheet and diligence-ready records is largest at that stage.
How long does it take to get books ready for a diligence process?
It depends on how far behind the records are and how much reconstruction is needed. We assess the current state first and give a realistic timeline rather than a standard figure.
Can you help us set up a chart of accounts before we're audit-ready?
Yes — this is usually the right first step, done before the audit rather than as part of it, so the audit itself doesn't surface avoidable findings.
Do you work with SaaS and subscription revenue models?
Yes. Revenue recognition for subscription and usage-based models is one of the more common documentation gaps we see, and one of the first things diligence or an auditor tests.
Can you provide SOC 2 reporting for our platform?
Yes, SOC 1 and SOC 2 reporting is part of our assurance practice for technology clients whose customers require it.
Related
The service lines behind this page
Let's work together
Does this sector look familiar?
If we have worked on something like it, the first conversation starts further along. A partner will tell you what's realistic before anything is scoped.