How Can We Exceed Your Expectations Today?
GBQ professionals have a wealth of experience helping software and technology businesses navigate the complexities of an ever-changing environment. Keep reading to learn more about some of the most sought-after services our team provides to technology companies. Keep reading to learn more about our services. Or, click here to request a consultation with a member of our software and technology services team.
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Assurance
Rapid scaling in software and tech brings unique assurance challenges: mastering ASC 606 revenue recognition for subscriptions and contracts, properly capitalizing or expensing development costs, valuing complex share-based compensation, navigating multi-entity structures, and delivering transparent financials that satisfy investors, lenders, and boards.
GBQ’s Assurance & Advisory team delivers reliable, insight-driven financial statement services that strengthen investor confidence and pave the way for funding rounds or exits. Leveraging deep tech-sector experience, we offer actionable recommendations to enhance controls, streamline processes, sharpen management insights, mitigate risk, and boost profitability, freeing you to focus on innovation and growth.
Trust GBQ for assurance solutions that reveal the true momentum of your success.
Learn more about our assurance services.
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Business Technology Solutions
Today's software and tech leaders know technology should accelerate innovation, not hinder it with outdated infrastructure, siloed data across development, product, and customer teams, unmanaged cybersecurity risks, fragmented workflows, or compliance gaps amid rapid AI adoption, agentic systems, cloud-native scaling, and growing investor expectations.
GBQ’s Business Technology Solutions team eliminates that drag for tech founders and scaling companies, whether early-stage startups or high-growth SaaS firms. We deliver modern, resilient platforms and trusted insights through savvy talent and proven execution.
We take a business-first, risk-aware approach: optimizing cloud and DevOps integrations, building secure AI governance, strengthening data pipelines for real-time insights, and aligning technology to fuel growth while mitigating breaches, downtime, and compliance risks.
Learn more about our business technology solutions.
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Credits & Incentives
Every U.S. state offers valuable incentives to attract and support businesses. These include sales tax exemptions on fixtures/equipment, property tax abatements, job-creation grants, training support, and more to boost cash flow and reduce costs.
GBQ Partners’ credits and incentives team helps business owners maximize these opportunities. With deep expertise and strong state/local relationships, we identify programs, negotiate packages, ensure compliance, and deliver real savings, letting you focus on growth with confidence.
Learn more about our credits and incentives services.
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Cybersecurity
Technology and software company owners face relentless cyber threats: ransomware targeting code repos, supply chain attacks on SaaS platforms, data breaches exposing IP, AI model vulnerabilities, and compliance demands (SOC 2, GDPR, CCPA) amid rapid scaling and investor scrutiny.
Cybersecurity shouldn’t hinder innovation. GBQ’s Business Technology Solutions team delivers tailored, end-to-end cybersecurity programs, protecting your data, systems, cloud environments, and AI initiatives while building stakeholder trust.
We provide:
- Risk assessments & penetration testing
- Fractional CISO leadership
- AI security governance
- Incident response planning & forensics
- Application security (SDLC, code reviews)
- SOC reporting & compliance readiness
Learn more about our cybersecurity services.
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Research & Development
As a tech or software company owner innovating in SaaS, AI, cloud, apps, and more, your work often qualifies for valuable R&D tax credits.
GBQ’s R&D specialists identify qualifying activities (coding, prototyping, testing, architecture), calculate credits accurately, and secure refunds/reductions—delivering big savings with low audit risk for startups and scaling firms.
Unlock benefits like boosted cash flow, dollar-for-dollar tax cuts, up to 12-16 cents per qualified dollar, startup payroll tax offsets, look-back claims, and 20-year carryforwards.
Fuel your growth. Claim R&D credits with GBQ today.
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State & Local Tax
Software and technology companies often expand rapidly across states, triggering sales tax nexus through economic thresholds (e.g., sales volume) or digital presence, even without physical offices. This creates complex obligations to collect, remit, and comply with varying state and local sales/use taxes, income/franchise taxes, and property taxes on software/SaaS, risking penalties and audits.
GBQ, a leading tax, accounting, and consulting firm, helps by providing expert state and local tax services, including nexus studies, compliance planning, refund reviews, audit defense, and strategic advisory, to minimize exposure, ensure compliance, and identify savings opportunities.
Learn more about our state and local tax services.
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Tax Solutions
Technology and software company owners navigate a complex tax landscape: rapid shifts in federal rules, like permanent extensions of lower business rates, restored 100% bonus depreciation, and enhanced deductions under the One Big Beautiful Bill Act, plus evolving state sales/use tax nexus from digital sales, SaaS, and multi-state growth, all amid tight margins and innovation demands.
Tax doesn’t have to slow your momentum. GBQ’s expert tax team delivers tailored, creative solutions for tech founders, startups, and scaling SaaS firms, whether single-state or multi-jurisdictional.
Our dedicated professionals provide deep expertise in federal, state, and local taxes, including sales/use compliance, R&D credits, entity structuring, owner implications, and global considerations. We uncover advantageous treatments for real savings, reduced liabilities, and improved cash flow through proactive planning and integrated business-personal advice.
As strategic partners, we spot customized opportunities, so you focus on innovation and growth, not compliance burdens.
GBQ empowers your tech success with tax strategies that protect and boost your bottom line.
Learn more about our tax services.
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Transaction Advisory Services
Software and technology companies frequently pursue mergers, acquisitions, funding rounds, or exits to fuel innovation, scale operations, or achieve liquidity. These complex transactions involve risks like inaccurate valuations, hidden liabilities, suboptimal tax structuring, or integration challenges, potentially eroding value or derailing deals.
GBQ's Transaction Advisory Services team handles over 100 deals annually, delivering expert support through financial and tax due diligence, valuation, quality of earnings analysis, deal structuring, and post-transaction guidance to maximize outcomes, mitigate risks, and drive successful growth.
Learn more about GBQ's transaction advisory services.
