Fintech
Financial and operational solutions from startup to maturity
Fintech
From startup to maturity
At Baker Tilly, we understand that the fintech landscape is dynamic and challenging. That's why we are dedicated to supporting your fintech throughout its entire lifecycle. Whether you're just starting out or looking to scale, our tailored services are designed to meet your specific needs and help you achieve sustainable growth.
Startup
Kickstart your financial journey with confidence. Baker Tilly ensures robust financial and accounting management and regulatory compliance, so you can focus on innovation and growth. Our team provides the expertise to establish a strong financial foundation from day one.
Emerging growth
Accelerate growth by optimizing your digital infrastructure, enhancing operations, ensuring robust financial reporting, mitigating risks and implementing strategic tax initiatives to prepare for the next stage and attract private equity.
Mature
Get ready for your next big leap with initial public offering (IPO) readiness, comprehensive risk assessments ensuring compliance and accurate financial reporting to help navigate the complexities of continuing to secure investor confidence.
Address industry challenges head on
Providing the financial reporting knowledge that you need, developing the appropriate platforms to get the right data to your investors, maintaining compliance so you can focus on growing your company and everything in between.
Receive a comprehensive audit
Our audit services provide independent assurance over your fintech operations. We conduct thorough external audits to enhance transparency and build stakeholder confidence. With our knowledge of the fintech landscape, our auditors assess financial statements for accuracy, reliability and adherence to accounting standards.
Navigate financial reporting complexities
Accurate and reliable financial information is crucial for the success of any fintech. Managing complex financial statements can hinder compliance with Generally Accepted Accounting Principles (GAAP) and accurate investor reports. Simplify your accounting with our outsourced services. At Baker Tilly we provide all your accounting needs including managing bookkeeping, payroll and financial reporting, allowing you to focus on growth and innovation.
Develop the right platforms and data outputs
Having the right platforms in place is essential for accessing the data that investors expect. We help build and optimize digital infrastructures to support your business goals. Let our team create and integrate customized platforms and streamline Structured Query Language (SQL) workflows. Whether you need a custom platform or data analytics assistance, we are here to support your digital transformation.
Satisfy compliance regulations and mitigate risk
Navigate the complex regulatory and risk landscape with our compliance and legal support. Stay ahead of regulatory scrutiny, cybersecurity threats and financial fraud. Our team can support you by implementing robust cybersecurity and risk management solutions to protect your organization. From ensuring Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT) compliance to safeguarding against data breaches, insider threats and bad actors, we’ve got you covered. Our professionals are here to help you stay compliant and mitigate risks, allowing you to focus on growing your business.
Optimize your tax strategy
Tax planning and compliance are vital, but sometimes overlooked, components of a successful financial strategy. Our dedicated tax professionals provide strategic tax advice to optimize your tax position and ensure compliance with all relevant tax regulations federal and state and local. We offer a range of services, including federal and state and local tax planning, tax credits and incentives (e.g. research and development, International Trade Committee (ITC) and more), structuring and transfer pricing. Our goal is to help you reduce tax liability and maximize profitability.
Our services
Baker Tilly Advantage for technology companies
Solutions custom-tailored for emerging technology companies
Banking & Capital Markets
Specialized accounting, tax, compliance and advisory solutions tailored to capital markets, including banks, credit unions, mortgage lenders, specialty finance and more. Our bank consulting services empower you to navigate today’s dynamic financial services landscape with confidence and precision.
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Bank Compliance
Baker Tilly’s Compliance+ suite of services enables financial institutions to streamline regulatory processes, eliminate inefficiencies and achieve compliance with BSA, AML, CECL, ALM and cybersecurity solutions.
IPO Readiness
Helping organizations plan their path — whether it be through an initial public offering (IPO) or other path to going public — we help you navigate the risks and maximize the rewards in your journey.
Financial Crimes Solutions
Protect your organization, your customers, your community and the global economy. Bringing together BSA/AML/KYC/CFT solutions and investigative experience to strengthen your control Safeguard your organization, customers and reputation by leveraging our anti-money laundering (AML), know-your-customer (KYC) and sanctions solutions. With years of investigative experience, our specialists can help you build a resilient control environment that proactively prevents, detects and responds to financial crimes, reducing regulatory risk and enhancing trust at every level.
CFO Advisory Services
Baker Tilly provides critical CFO advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever changing environment the office of the CFO faces.
Transaction Advisory Services
Baker Tilly’s transaction advisory services team provides straightforward advice to clients on every critical business decision before, during and after a transaction.
