Fintech
Financial and operational solutions from startup to maturity
Fintech
From startup to maturity
At Baker Tilly, we understand that the financial technology (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 generally accepted accounting principles (GAAP) compliance 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 demand. We help build and optimize digital infrastructures for meaningful insights. Our professionals develop systems that enhance operational efficiency and support your business goals. Let our team create robust platforms, integrate Power BI and streamline 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 and meet any banking partner requirements. From ensuring anti-money laundering/countering the financing of terrorism (AML/CFT) compliance, to lending regulatory 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 with regulatory and banking partner requirements 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. 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 Commission (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
With the banking industry (and world) in a state of digital transformation and change, you need a team that can assist in navigating challenges and charting a new course.
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Bank Compliance
Compliance+ comprehensive regulatory solutions for banks and capital markets, including CECL, BSA/AML and ALM
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 environment, prevent and detect financial crimes and reduce regulatory risk.
CFO Advisory Services
Baker Tilly provides critical 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.
Forging a new path
We understand the complexities of different fintechs including:
Baker Tilly Advantage
Baker Tilly Advantage provides back-office outsourcing for early-stage fintech companies. By handling accounting, tax, human resources (HR) and payroll, Baker Tilly enables startups to focus on growth and innovation. Allowing you to scale your operations confidently while providing insight into the financial landscape ahead.
Audit
Helping fintech companies like yours establish strong internal controls, identify potential vulnerabilities and implement effective risk management strategies. From early-stage to maturity, fintech companies need to ensure a solid foundation for sustainable growth and regulatory compliance.
Our professionals
