Walter & Shuffain - Certified Public Accountants & Business Advisors


Whether you're a high tech start-up or pre-IPO, Walter & Shuffain's comprehensive accounting, tax and financial reporting services can provide you with the information you need from launch through liquidity. The team at W&S will help you build and retain investor confidence by assisting with revenue recognition issues, maximizing R&D Tax Credits, and stock option accounting and valuation issues.

From volatile profit margins and intellectual property concerns, to time to market and product development cycle issues, we understand the challenges the technology sector is facing.  As one the region’s largest accounting firms we’re able to deliver industry-focused assurance, tax, and advisory services with a global perspective and local knowledge.

For startup companies, we offer consulting and advisory services in these areas:

  • Entity formation and selection
  • Stock option incentives and ownership issues
  • Stock option valuations
  • Internal financial reporting and budgeting systems
  • Accounting systems design
  • Funding source investigation including venture capitalists
  • Revenue recognition consulting
  • Company capitalization
  • Maximizing cash flow
  • Buy/sell agreements
  • Intellectual property issues (including valuation)
  • Maximizing utilization of net operating losses

For mature companies, we offer consulting and advisory services covering:

  • Revenue recognition consulting
  • Employee benefit programs and employee stock ownership plans
  • Retirement programs
  • Succession planning
  • Business valuation
  • Development of international opportunities
  • Merger and acquisition
  • Sale of the business/transition to IPO
  • Research and development credit planning