
Technology Industry Services
We help technology companies, from startups to SaaS providers and scale ups with accounting, tax and advisory services to drive innovation, secure funding, maximize credits and ensure compliance locally and internationally.
As an innovative tech company, it is imperative that you have the international reach that will propel your business forward. Welch is a member of BKR International, which gives us access to extensive resources and professional expertise to help our clients do business around the world. This enables us to remain a regional firm, dedicated to our local business community, while giving us a global reach to help you with any cross border or international business issues you may be facing.
Services
What We Do
Accounting & Tax Services for Software Startups and SaaS Companies
Assurance and Accounting
- Audits and review engagements in accordance with ASPE, IFRS and US GAAP
- Notice to reader/compilation engagement
- Public and private company audits
- Full ASPE, US GAAP and IFRS conversion capabilities
- Financial forecasting and advisory
Tax
- Corporate tax in Canada and the US
- Full service Scientific Research and Experimental Development (SR&ED) claims
- US and Canada tax provision preparation and note disclosure
- Strategic tax diagnostic and planning
- Transactional planning – preparing for an exit and due diligence/deal advisory during an exit.
- GST and HST/QST, payroll taxes
- US tax, cross border, state and local tax
- International tax planning
- Expatriate tax – personal tax for non-residents working abroad
- Shareholder tax planning, trust and estates, personal tax for business owners
Cloud Bookkeeping & Management Reporting for Tech Scale-Ups
- Cloud bookkeeping with Elevate by Welch LLP
- Bookkeeping and payroll services tailored to your needs
- Prep of income tax, HST returns and other regulatory filings
- Design, implement and prepare Management Reports
- Investor and bank reporting
- Support with banking, financing and investor relationships
- Financial forecasts, planning and budgeting
SR&ED and Innovation Tax Credits for Technology Companies
- SR&ED – software, manufacturing, hardware, hi-tech, semi-conductor, medical devices, shop floor and telecommunications
- Other – Multimedia (federal and provincial), apprenticeship, sustainability and more
- OIDMTC – Ontario Interactive Digital Media Tax Credit
Technology Business Advisory
- Support with corporate transactions (private financing, buy and sell, M&A, public financing)
- Implications of third-party investments
Internal Control Advisory and IPO Readiness and Support
- Internal control advisory (SOX, 52-109, etc.)
- Temporary staff assignment
- Accounting conversion support
- Financial statement and external audit preparation support
- Corporate governance (audit committee charters)
ESTIMATE YOUR TAX CREDITS & REFUND
Scientific Research and Experimental Development (SR&ED)
Use Welch LLP’s SR&ED calculator to determine your potential SR&ED tax credit. Your business and bottom line will thank you.

Tech Event Corner
The firm’s ongoing commitment to driving innovation, collaboration, and growth within the technology sector is at the heart of everything we do. From thought-leadership panels and industry roundtables, to networking mixers and webinars, we create opportunities for tech leaders to connect. Featured below are some highlights from some recent events.
An Evening of Wine, Cocktails & Tech
An Evening of Wine, Cocktails & Tech 2025 was hosted by Cresa, Gowling WLG, numbercrunch inc., and Welch LLP. This annual event brings together CEOs and CFOs from the tech sector for an evening of networking and collaboration. The event was created to provide a space for leaders to build relationships, enabling the sharing insights and exchanging ideas that ultimately drive innovation and growth within the Tech community.
Our Technology Industry Specialists

OUR CLIENTS
The Welch Factor Our Clients Receive

Simplify complex accounting for your tech business
Related Resources
Are You Ready to Talk to a Technology Specialist?
Get in touch, tell us your needs and we’ll assign an industry specialist to your organization.






