Financial Services for Technology Businesses in Charlotte, NC
Empowering Financial Success in Charlotte’s Tech Sector
In the dynamic world of technology—where innovation, scalability, and speed to market are essential—financial clarity can be the difference between growth and stagnation. At ATG Advisors, we understand the fast-moving and often complex financial landscape of startups, SaaS providers, and tech developers across Charlotte, NC. That’s why we’re here as your trusted financial partner.
Our experienced team specializes in delivering tailored assurance, tax, and advisory services to tech companies at every stage—from pre-revenue startups to scaling enterprises and mature tech firms. Whether you're building your first product, preparing for VC funding, or planning an exit strategy, we’re ready to help you navigate the financial side of innovation.
Comprehensive Financial Services for Charlotte, NC Technology Companies
From managing burn rate to structuring equity compensation, we offer a full suite of services designed to meet the evolving needs of Charlotte’s technology businesses:
- Financial Strategy and Planning
- Tax Compliance and Incentives
- Funding Preparation and Capital Structuring
- Equity and Compensation Strategy
- R&D Tax Credit Advisory
- Exit Planning and M&A Support
Who Our Financial Advisors Serve in the Technology Sector
- SaaS & Cloud Service Providers
- Fintech & Healthtech Startups
- E-commerce Platforms
- AI & Machine Learning Firms
- Mobile App Developers
- Cybersecurity Companies
- Software Development Agencies
- Tech Hardware Manufacturers
Why Tech Companies in Charlotte, NC Trust ATG Advisors
At ATG Advisors of Charlotte, we bring insight-driven, forward-thinking strategies to support tech innovation. We understand the unique financial models, regulatory nuances, and scaling challenges that technology companies face. With our industry-specific approach, you’ll gain the tools and guidance to make smarter, faster decisions in a fast-paced market.
Helping You Navigate the Challenges Facing the Tech Industry in Charlotte
Charlotte’s tech ecosystem is growing, but scaling a technology business brings distinct financial pressures. From securing venture funding to ensuring compliance with complex tax incentives, ATG Advisors
offers the specialized financial support you need to thrive.
Managing Burn Rate & Cash Flow During Growth Phases
Startups and early-stage tech firms often operate at a loss while investing heavily in R&D and talent. Managing your cash runway is critical.
- Budgeting and forecasting tools to monitor cash burn
- Strategic planning aligned with fundraising milestones
- Real-time financial dashboards for investor reporting
Structuring Equity, Stock Options & Compensation Packages
Building a competitive team requires flexible and well-structured equity plans that comply with IRS and SEC regulations.
- 409A valuation support and cap table management
- Equity compensation planning for founders and employees
- SAFE, convertible notes, and equity structuring guidance
Maximizing R&D Tax Credits and Other Incentives
Many tech businesses leave money on the table by not fully utilizing available credits and incentives.
- Identification and documentation of qualifying R&D activities
- Preparation and filing of R&D tax credit claims
- Multi-state incentive strategy development
Preparing for Capital Raises, Acquisitions, or IPOs
Whether you’re pursuing a Series A, acquisition, or IPO, you need accurate, investor-ready financials and clear valuation strategies.
- Audit-ready financial statements and due diligence support
- Investor pitch deck financial reviews and modeling
- M&A readiness assessments and tax-efficient exit planning
Financial Services Built for Charlotte’s Tech Innovators
At
ATG Advisors, we don’t believe in one-size-fits-all accounting. Our services are customized to support high-growth technology companies with the agility and precision required to keep up with change. Whether you're launching your MVP or managing a national SaaS brand, we’re ready to scale with you.
- Strategic entity structuring to support funding and growth
- GAAP-compliant reporting for VC and board review
- Tax strategies for digital product and subscription-based revenue models
Supporting Charlotte’s Thriving Tech Community
From software startups in South End to data analytics firms in Uptown, we’re proud to serve the innovative businesses shaping Charlotte’s tech future. With
ATG Advisors, you get more than compliance—you gain a strategic financial partner committed to your success.
Partner With ATG Advisors to Build a Financial Foundation for Innovation
Contact us today to schedule a consultation!