Industries

Technology

Whether your business is in its early stages or you’re looking to exit, our team at Welch delivers full technology industry lifecycle support for all things financial, accounting and tax.

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.

What We Do

Assurance and Accounting

  • Audits, review engagements, notice to reader/compilations
  • Public and private company audits
  • US GAAP and IFRS
  • Financial forecasting and advisory

Tax

  • Corporate tax
  • Strategic tax diagnostic and planning
  • Transactional planning
  • Capital/GST and HST/QST, VAT, 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 owner

Back Office Services

  • 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 Other Tax Credits

  • 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

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)

OUR CLIENTS

“As the Interim CFO of Martello Technologies, a publicly traded company, I have had the opportunity of working with Welch LLP as our financial statement auditors since 2023. Brad and Bryan, along with their team, bring strong foundation in technology sector, which has been of value to Martello. They have tailored efficient and high-quality audits that meet the needs of our company. One of the standout aspects of working with Welch LLP is the professionals they provide for our audits. The team is diligent, thorough, and effectively completes the audits within the agreed timelines. Overall, Welch LLP has proven to be a reliable and competent partner in our financial auditing needs, and I would recommend their assurance services to other companies.”

Nick Lungu, Interim CFO, Martello Technologies

“Brad and Bryan have provided us with invaluable guidance that extends beyond the scope of traditional auditing. Often, we find ourselves deeply immersed in the day-to-day management of our products, technology, and customer relations, and it's easy to overlook broader operational considerations. The team at Welch brings a wealth of experience from working with many similar companies in our sector, allowing them to offer insights into areas for improvement and potential pitfalls. Their advice has been particularly valuable to us, given that accounting is not our primary focus. Thanks to their guidance, we've been able to enhance our operational approach and financial systems significantly over the past three years of IFRS.”

Devashish Paul, CEO & Founder, BluWave-ai

“Welch LLP has been an invaluable partner in ensuring the ethical and legal integrity of our operations over the past three years. Their unwavering commitment to ensuring our compliance has provided us with peace of mind, especially this year. They have adeptly worked around our hectic schedule, going above and beyond to accommodate our needs. Their dedication is truly remarkable; they've managed to achieve what even the Big Four firms would find challenging. I am eternally grateful for their support and guidance. With Welch by our side, we feel confident in our ability to navigate the complexities of our industry while staying true to our values. I cannot recommend them highly enough to fellow startups seeking a reliable partner for their journey.”

Muhammad Zaheed, Vice President Finance, BluWave-ai

“Our Ottawa-based company had a “big-4” firm doing our annual audit for years, but they struggled to have continuity in their team from one year to the next. In fact, one year they even had to “import” a couple of people from the Halifax office. Wow, what a difference having switched to Welch LLP! There are always a couple of people working on the file that have been involved in previous year audit engagements. What’s great is that everybody involved is approachable and willing to share knowledge of emerging “IFRS” requirements. Welch definitely delivers “big firm” capability, all the while projecting a really nice “family firm” culture.”

Art Slaughter, CPA CA, CFA , CFO, C-COM Satellite Systems Inc.

“There’s a massive shortage of good accountants, so getting the proper attention and service from your accounting firm is not always easy.   Being a fast growing tech company with a lot of needs, I’m really glad we solidified the relationship with Welch and 1Valet.  1Valet is well setup for success with Welch’s support on accounting and tax matters, and will benefit from all the important business advice that comes along with proper advisors.”

Francois Forrest, VP Finance, 1Valet

“I must say I am super impressed with the Welch team. Responsiveness, knowledge and customer service is top notch and unparallell to any other North American firm I have worked with in the past. We feel very taken care of as a customer and that is much appreciated, especially as we enter a new country far away from home.”

Christoffer Haeger, Group Accounting & Reporting Specialist, Epidemic Sound

“Welch is much larger (260+ professionals) than most regional accounting firms, part of BKR International which has member firms all over the globe, and the partner (Bryan Haralovich) is one of the best technology auditors in the business. They actually teach other firms for the CICA/CPA Canada and their technology tax group is phenomenal as well. From a customer service perspective, nobody compares to Welch and they are very reasonable on fees.”

Mark Scott, CPA CA, Founder & CEO, CareWorx Managed IT.

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.

Team Members

Partner

Ottawa, Toronto

613-236-9191 #526

Partner

Ottawa

613-236-9191 #152

CPA,CA

Partner

Ottawa

613-236-9191 #149

Senior Manager

Ottawa

Senior Manager

Ottawa

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