Technology & Biotech
Fast-moving innovators need financial systems that scale as quickly as they do.
Scalable Financial Systems for Innovators
At Lattice Group, we provide audit-ready bookkeeping, startup tax planning, and investor-focused advisory to help you stay lean, attract funding, and scale with confidence. Whether you’re pre-revenue or preparing for acquisition, we bring clarity to your financial infrastructure so you can focus on innovation
Services for Technology & Biotech
Here’s how we support technology and biotech firms across tax, bookkeeping, and advisory.
Tax Services
Federal and state tax preparation for technology and biotech entities
Strategic planning for R&D tax credits and incentives
Entity structuring for venture‑backed startups and partnerships
IRS and state representation
Bookkeeping and Accounting
Monthly reconciliations and financial reporting
Tracking of R&D expenses and capitalization
Accounts payable and receivable management
Integrated payroll for technical teams and research staff
Business Strategy and Advisory
Budgeting and forecasting for growth and funding rounds
Scenario modeling for product launches, clinical trials, or market expansion
Investor and board reporting support
KPI development such as burn rate, runway, and ROI on R&D
Scale with clarity and confidence — partner with Lattice Group today
Why Lattice Group
• Industry-specific expertise: tailored solutions for startups and biotech firms
• Transparent reporting: real-time insights into burn rate and runway
• Scalable systems: from pre-revenue startups to growth-stage companies
• Forward-looking strategy: aligning today’s operations with tomorrow’s funding