Technology.
Technology companies operate in a fast-moving environment where innovation, funding, and reinvestment decisions can shape long-term success. At Lohn Caulder, we provide accounting, tax, and advisory services to help start-ups, emerging ventures, and established technology businesses navigate available grants and incentives, manage tax obligations, structure their operations effectively, and preserve capital for continued development and growth.
Technology businesses face distinct financial challenges as they move from early-stage development through commercialization, financing, and growth. We help founders and management teams understand their financial position, manage compliance obligations, evaluate business and ownership structures, and make informed decisions around expansion and long-term value creation.
Our accounting, tax, and advisory support is designed to provide clarity as technology companies scale and their reporting needs become more complex. We develop proactive tax strategies, support financing and transaction planning, and help businesses identify and pursue available innovation incentives. This includes SR&ED planning and claim support, from assessing potentially eligible research and development activities to organizing financial information, calculating qualifying expenditures, preparing the tax claim, and supporting Canada Revenue Agency reviews.
Technology services we provide:
- Accounting, financial statement preparation, and management reporting for technology companies
- Audit and review engagements to meet lender, customer, or other stakeholder requirements
- Corporate and personal tax planning, compliance, and Canada Revenue Agency support
- SR&ED claims and planning for grants, tax credits, and innovation incentives
- Bookkeeping, payroll, cash flow forecasting, and GST/PST compliance
- Business structuring, financing, transactions, reorganizations, and ownership transitions
- Succession, estate, and exit planning for founders and shareholders
