Accounting Firms

Website: www.eisneramper.com/industries/life-sciences/

Services:

At EisnerAmper, we provide a full suite of services tailored to the evolving needs of life sciences companies—from early-stage startups to mature public companies. Our multidisciplinary team understands the challenges of scientific innovation, capital raising, compliance, and commercialization, and we're here to help you succeed at every milestone.

Accounting & Audit

• Financial statement audits, reviews, and compilations

• GAAP compliance and technical accounting support

• Preparation for investor, grant, or regulatory reporting

Tax Services

• Federal, state, and international tax planning and compliance

• R&D tax credit studies and documentation

• Tax structuring for funding rounds, partnerships, and exits

Advisory Services

• Business and IP valuations for fundraising or transactions

• M&A and IPO readiness support

• Finance and accounting outsourcing solutions

• Strategic consulting and risk management

Capital Introductions

• Connecting early-stage and growth companies with a network of
  qualified investors and lenders

• Guidance on capital strategy and investor relations

Website: www.cbiz.com/industries/life-sciences

Services:

CBIZ delivers integrated financial, tax, risk, and advisory solutions designed to help life sciences companies thrive—whether you're an emerging startup or a well-established organization. Our team brings deep industry knowledge to support every stage of your journey, from early funding to IPO and beyond.

Assurance & Tax Solutions

• Financial statement audits and tax compliance

• R&D tax credit identification and support

• Strategic tax planning for growth and funding

Financial Accounting & Advisory

• Interim CFO/controller and finance staffing

• Complex accounting issue resolution (e.g., revenue recognition, equity)

• Sarbanes-Oxley (SOX) compliance support

• Financial forecasts and modeling

• IPO preparation and audit readiness

Valuation Advisory

• Valuations for venture capital and fundraising rounds

• M&A and exit transaction valuations

• Intellectual property valuation

Insurance & Risk Management

• Customized insurance programs for life sciences businesses

• Product liability and clinical trial coverage

• Regulatory compliance and risk mitigation

Human Capital Management

• Scalable workforce solutions for growing teams

• Recruitment and talent acquisition support

• Compensation and equity planning

Transactional Advisory

• M&A strategy and due diligence

• Integration support and transaction execution

Contact: info@smolin.com

Services:

At Smolin, we understand the unique financial challenges faced by biotech and life sciences companies. Our team provides industry-specific accounting, tax, and advisory services designed to support innovation, secure funding, and maintain compliance at every stage of growth.

Capital Formation

• Strategic guidance to help secure venture capital, grants, and other funding

• Financial statement preparation tailored for investors and funding applications

Regulatory Compliance

• Support with industry-specific regulatory requirements

• Financial controls and documentation aligned with FDA and other governing bodies

Mergers & Acquisitions

• Due diligence and financial advisory for M&A activity

• Integration planning and post-transaction support

Risk Management

• Financial risk assessments and mitigation strategies

• Insurance and compliance advisory

Tax & Audit Services

• Federal and state tax compliance for biotech firms

• R&D tax credit support

• Financial audits, reviews, and compilations

Contact: info@shaycpa.com

Phone number: (347-292-7516)

Website: shaycpa.com/accounting-for-biotech-medtech-companies/

Services:

At Shay CPA, we specialize in serving the unique financial and regulatory needs of biotech and medtech companies. From early-stage startups to scaling innovators, our tailored accounting and advisory solutions help you stay compliant, investor-ready, and strategically focused.

Financial Reporting & Bookkeeping

• Monthly financial statements and management reports

• Accurate, GAAP-compliant bookkeeping tailored for life sciences

Tax Compliance & Planning

• Federal and state tax return preparation

• Strategic year-end tax planning

• State apportionment and nexus analysis

R&D Tax Credit Services

• Deep expertise in qualifying and maximizing R&D tax credits

• Full documentation support to withstand IRS or state audits

Revenue Recognition

• Specialized support for complex revenue models (e.g., milestone payments, licensing)

• ASC 606 compliance and implementation

Cross-Border Tax Support

• Tax planning for international investors and foreign subsidiaries

• U.S. compliance for global structures

Outsourced CFO Services

• Full-service accounting and finance department support

• Strategic financial guidance for fundraising, budgeting, and scaling

Contact: 212.840.3456

Website: www.anchin.com/

Services:

Anchin is a premier NYC-based accounting and advisory firm with a dedicated focus on emerging companies, including those in the life sciences sector. Our team understands the fast-paced, high-growth nature of biotech, medtech, and pharmaceutical startups—and we deliver the strategic support needed to keep you compliant, capital-ready, and positioned for long-term success.

Client Accounting Advisory Services (CAAS)

• Scalable outsourced accounting support

• Bookkeeping, reporting, and system implementation

• Real-time financial visibility for founders and stakeholders

Emerging Companies Group

• Dedicated advisors for startups and growth-stage businesses

• Deep experience supporting fundraising, cap tables, and financial infrastructure

• Guidance tailored to VC-backed and founder-led companies

Assurance & Financial Reporting

• Financial statement audits, reviews, and compilations

• GAAP compliance and technical accounting expertise

• Preparation for investor or grantor reporting

Tax Services

• Federal, state, and local tax planning and compliance

• R&D tax credit support

• Entity structure optimization for growth and exit

Strategic Advisory

• Financial modeling and budgeting

• Go-to-market financial planning

• Long-term strategy, exit readiness, and board reporting support

Website: graphitefinancial.com/

Services:

Graphite Financial provides “finance department as a service” for growing startups—especially those in the HealthTech and Biotech sectors. We offer end-to-end accounting, strategic finance, and fundraising support so founders can focus on building their business while we handle the numbers.

Bookkeeping & Month-End Close

• Fully managed, GAAP-compliant bookkeeping

• Timely, accurate monthly closes and reporting

Fractional CFO Services

• Strategic financial leadership without the full-time cost

• Cash flow forecasting, scenario planning, and board reporting

• Fundraising strategy and investor communications

Tax Filings & R&D Credits

• Federal and state tax compliance

• R&D tax credit support to maximize cash savings

Tech Stack Setup

• Implementation of scalable, startup-friendly finance systems

• Integration of tools like QuickBooks, Bill.com, Ramp, and more

Financial Modeling & Planning

• Custom financial models built for decision-making and fundraising

• Ongoing support for budget vs. actuals and key metrics tracking

Fundraising Support

• Guidance through every step of the fundraising process

• Data room prep, pitch deck input, and due diligence readiness

Contact: (646) 846-5801

Website: kruzeconsulting.com/biotech-accounting/

Services: 

Kruze Consulting is a trusted accounting partner for venture-backed biotech startups. We understand the fast-paced demands of early-stage life sciences companies and deliver expert financial support that scales with your growth—from seed to Series C and beyond.

Bookkeeping & Accounting

• Accurate, accrual-basis bookkeeping tailored to biotech needs

• Revenue recognition support for grants, licensing, and milestone payments

Tax Services

• Federal and state tax compliance

• Strategic tax planning and advisory

Financial Reporting

• Preparation of GAAP-compliant financial statements

• Investor-ready reporting for boards and funding rounds

CFO Services

• Strategic financial leadership and scenario planning

• Fundraising navigation and pitch support

• Cash flow forecasting and budgeting

Valuation Support

• Assistance with valuations for venture rounds and stock options

• Collaboration with 409A providers and cap table management

R&D Tax Credits

• Deep expertise in qualifying and maximizing biotech R&D tax credits

• Full documentation and audit support

Contact: 1-888-529-2648 

Services: 

CLA (CliftonLarsonAllen) delivers comprehensive accounting, tax, and consulting services tailored to life sciences companies at every stage—from formation to exit. Whether you're launching a biotech startup or preparing for a liquidity event, our industry-focused team supports your financial infrastructure and strategic growth.

Entity Formation & Cap Table Management

• Support with legal structure selection and entity setup

• Cap table management to track equity, SAFE notes, and investor dilution

R&D Tax Credits & Seed Capital Sourcing

• Expertise in qualifying and maximizing R&D tax credits

• Guidance on accessing grants and early-stage capital sources

Valuation & Fundraising

• Financial modeling and valuation support for investor presentations

• Strategic advice to help secure venture capital and institutional funding

Outsourced Finance & Accounting

• Scalable bookkeeping, payroll, and cash flow management

• Financial reporting tailored for board meetings and investor updates

Assurance Services

• Financial statement audits, reviews, and compilations

• Preparation for regulatory or investor due diligence

Tax Planning & Compliance

• Federal, state, and international tax services

• Entity structure optimization and ongoing compliance

M&A Consulting & Transaction Support

• Guidance through mergers, acquisitions, and other liquidity events

• Due diligence support and post-deal integration

Contact: 212-247-9000

Website: www.wgcpas.com/life-sciences/

Services:

At WilkinGuttenplan, our Life Sciences Practice Group specializes in supporting privately-owned companies—from early-stage startups to global enterprises—through every phase of growth. Our experienced professionals offer a full spectrum of accounting, tax, and advisory services tailored to the unique needs of life sciences organizations.

Accounting & Tax Services

• Federal tax planning and compliance

• Audit and assurance services

• Client Accounting Advisory Services (CAAS)

• Accounting system selection and implementation

• Tax structuring for growth and sustainability

Development & Funding Support

• Audit readiness and financial reporting

• Budgeting, projections, and financial modeling

• Internal controls and IT consulting

• Stock compensation planning

• Capital structure advisory

Commercialization Support

• Revenue recognition strategies

• Risk management solutions

• Royalty and compliance advisory

International Expansion

• International tax planning

• Transfer pricing guidance

• IFRS consulting and cross-border compliance

Exit Planning & Transactions

• M&A due diligence and transaction support

• Business valuations

• IPO preparation and readiness

Website: biotechcpa.com/

Services:

Led by Stewart Robinson, CPA, our firm delivers customized financial services for biotech companies navigating complex regulatory, operational, and funding environments. With deep industry expertise, we provide strategic insights and hands-on support to help life sciences organizations scale efficiently and remain compliant.

Bookkeeping Services

• Accrual-based bookkeeping tailored for biotech

• Management of grants, revenue recognition, and cost accounting

• Clear, audit-ready financial records

CFO Consulting

• Strategic financial analysis and planning

• Identification of financial and operational efficiencies

• Oversight of tax compliance and risk management

Client Advisory & Accounting Services (CAAS)

• Full-service outsourced accounting department

• Scalable support for startups and growing teams

• Streamlined systems for reporting and decision-making

Tax Services

• Tax planning and compliance for growth-stage biotech companies

• Guidance on M&A tax implications and corporate restructurings

Business Valuations & Investor Tracking

• Support for investor relations and financial planning

• Valuations for fundraising, stock option plans, and strategic planning

Clinical Trial Financial Support

• Budgeting and cost tracking for clinical trial phases

• Financial reporting for grants, CROs, and investor transparency

Contact: (516) 386-5556

Services: 

Centri delivers tailored accounting and advisory solutions to life sciences companies at every stage of growth—from emerging biotech startups to pre-IPO and publicly traded firms. Our team understands the technical complexity and regulatory demands of the industry and offers deep expertise to help you stay compliant, investor-ready, and strategically positioned.

Financial Reporting & Regulatory Filings

• Guidance through GAAP and SEC financial reporting requirements

• Support for S-1, 10-Q, and 10-K filings

• Assistance with disclosure and footnote preparation

Technical Accounting Expertise

• Revenue recognition (ASC 606) for licensing, milestone, and product revenue

• Lease accounting compliance (ASC 842)

• Stock-based compensation and equity planning (ASC 718)

M&A Readiness & Due Diligence

• Pre-transaction financial assessments and diligence support

• Post-deal integration planning and execution

• Financial modeling and purchase price allocation assistance

Internal Controls & Process Improvement

• Design and implementation of SOX-compliant internal control frameworks

• Risk assessments and workflow optimization for growing teams

Valuation Services

• Fair value analysis of intellectual property and financial instruments

• Support for purchase price allocations, equity issuances, and impairment testing

Audit Preparation & Support

• Coordination and preparation for external audits

• Drafting of audit-ready schedules and documentation

• Liaison between your team and external auditors

CFO & Management Advisory

• Strategic financial guidance for leadership teams

• Budgeting, forecasting, and cash flow planning

• Investor communications and board reporting

Contact: kaiy@yucpa.net

Website: https://www.yucpa.net/life-science-biotech

Services: 

YU CPA specializes in delivering affordable, high-quality accounting solutions to startups in the life sciences and biotechnology sectors. We understand the financial complexities that early-stage companies face and offer practical, scalable support to help you stay compliant and focused on growth.

Startup Assistance & Consulting

• Strategic guidance for new ventures

• Entity formation, cap table setup, and financial infrastructure planning

Financial Bookkeeping & Reporting

• Accurate day-to-day bookkeeping

• Monthly financial reporting tailored for founders, boards, and investors

Payroll Support

• End-to-end payroll management

• Compliance with employment tax and reporting requirements

Tax Compliance & Consulting

• Federal, state, and local tax return preparation

• Ongoing tax planning and advisory to maximize efficiency

Audit & Assurance Services

• Financial statement audits, reviews, and compilations

• Preparedness for investor, grant, or regulatory audits

Internal Audit Assistance

• Support in building or strengthening internal audit functions

• Risk assessment and internal controls advisory

Contact: (800) 956-8019 

Website: https://escalon.services/industries/life-sciences

Services:

Escalon specializes in providing outsourced finance, accounting, and HR services for life sciences businesses—from emerging biotech startups to fast-scaling healthtech ventures. Our integrated approach helps founders and executives streamline operations, remain compliant, and stay focused on growth.

Financial Operations

• Full-service bookkeeping and financial reporting

• Accounts payable and receivable management

• Cash flow tracking and financial visibility

Outsourced CFO Services

• Strategic financial planning and budgeting

• Forecasting and cash management

• Investor relations support and fundraising readiness

Tax Services

• Tax planning and multi-jurisdiction compliance

• R&D tax credit expertise—helping secure up to $500,000 for qualifying startups

• Audit support and tax filing management

People Operations (HR)

• Payroll processing and benefits administration

• HR compliance and employee onboarding

• Scalable workforce solutions for growing teams

Contact: (516) 364-2630 Email: info@rdtaxsavers.com

Website: https://www.rdtaxsavers.com/

Services: 

While not a full-service accounting firm, R&D Tax Savers focuses exclusively on one critical area: maximizing R&D tax credits. This is especially valuable for biotech, pharmaceutical, and life sciences startups looking to extend runway and reinvest in innovation.

R&D Tax Credit Studies

• In-depth analysis to identify all qualifying R&D activities and expenditures

• Customized to the specific processes and trials of life sciences companies

Documentation Support

• Assistance compiling and organizing the documentation needed to substantiate credit claims

• Alignment with IRS guidelines to minimize audit risk

Audit Protection

• Expert support in the event of an IRS inquiry or audit related to R&D tax credits

• Representation and technical justification of your claim

Contact: 1 212 380 9250

Website: https://www.roedl.us/locations/new-york

Services: 

Rödl & Partner is a global accounting and advisory firm with a strong presence in New York City, uniquely positioned to support foreign-owned life sciences and biopharma companies operating in the U.S. Our multidisciplinary team specializes in navigating the complex intersection of international business, U.S. regulations, and industry-specific challenges.

Financial Bookkeeping & Reporting

• End-to-end accounting services tailored to U.S. operations

• Monthly reporting aligned with U.S. GAAP and/or foreign parent requirements

Tax Compliance & Consulting

• U.S. federal, state, and international tax strategy and compliance

• Cross-border tax structuring and advisory

• Transfer pricing guidance and documentation

Financial Accounting Advisory

• Expertise in US GAAP, IFRS, and HGB (German GAAP)

• Financial statement preparation and conversion between standards

Start-up Assistance & Consulting

• Support with U.S. entity formation and structuring

• Guidance on banking, payroll, tax registrations, and accounting setup

M&A Support

• Financial and tax due diligence for inbound investments and acquisitions

• Transaction structuring for global buyers and investors

Business Process Outsourcing

• Ongoing accounting services for U.S. subsidiaries

• Integration with parent company ERP systems and reporting structures

Contact: 212.812.7000

Services: Mazars offers a comprehensive suite of audit, tax, and advisory services tailored for life sciences organizations across various stages. Audit & Assurance: Financial statement audits, IFRS conversion, internal audit, and regulatory compliance. Tax Services: Federal, state, local, and international tax planning and compliance, R&D tax credits, transfer pricing. Advisory Services: Valuation, transaction support (M&A due diligence), intellectual property valuation, outsourced accounting, risk management, and strategic consulting. SEC Reporting & IPO Readiness: Guidance for companies considering going public.

Contact: (212) 697-8540

Website: https://www.aprio.com/ 

Services: 

Aprio supports life sciences organizations at every stage—from emerging growth companies to established enterprises. Our cross-functional team provides industry-specific audit, tax, and advisory services to help you manage compliance, secure funding, and scale confidently in a regulated and competitive environment.

Audit & Assurance

• Financial statement audits, reviews, and compilations

• GAAP compliance and investor-ready reporting

• Support for due diligence and IPO readiness

Tax Planning & Compliance

• Federal, state, and international tax strategies

• R&D tax credit studies and documentation

• Specialized support for biotech incentives, including the NYC Biotech Tax Credit

Outsourced Accounting & CFO Services

• Scalable accounting operations and month-end close support

• Fractional CFO services for strategic planning, budgeting, and investor communications

Advisory Services

• M&A and transaction advisory

• Valuations for funding, equity, and compliance

• Internal controls, cybersecurity risk assessments, and strategic consulting

Grant & Federal Contract Support

• Compliance with FAR, OMB, and Uniform Guidance for grant-funded projects

• Financial reporting and audit preparation for federal contracts

Contact: (212) 286-2600 

Website: https://www.pkfod.com/

Services:

PKF O’Connor Davies partners with life sciences companies—from early-stage startups to established industry leaders—to provide tailored accounting, tax, and advisory solutions. Our experienced professionals understand the financial, regulatory, and operational complexities of the sector and offer the strategic support needed to foster innovation and growth.

Audit & Assurance

• Financial statement audits and reviews

• Agreed-upon procedures for specific compliance or investor needs

• Preparation for due diligence or funding milestones

Tax Planning & Compliance

• Federal, state, and local tax compliance

• R&D tax credit identification and optimization

• International tax structuring and compliance for cross-border operations

Advisory Services

• Business valuations for fundraising, equity planning, and transactions

• M&A advisory and transaction support

• Forensic accounting and litigation support

• Outsourced accounting and controllership services

Grant Compliance Support

• Financial reporting for federal, state, and private grantors

• Compliance with Uniform Guidance and other regulatory frameworks

• Audit preparation and internal control assessments

Contact: (212) 885-8000

Services: 

BDO’s dedicated Life Sciences practice serves companies across the pharmaceutical, biotech, medical device, and diagnostics sectors. From early-stage ventures to global enterprises, we deliver integrated audit, tax, and advisory solutions that address the complex regulatory and operational challenges of the industry.

Audit & Assurance

• Financial statement audits and reviews

• Internal controls evaluation and implementation

• Support for regulatory and clinical compliance

Tax Services

• R&D tax credit studies and documentation

• ASC 730: Accounting for R&D costs

• Transfer pricing and global tax structuring

• State and local tax planning and compliance

Advisory Services

• IPO readiness and public company transformation

• M&A due diligence and transaction advisory

• Valuation services, including intellectual property and intangible assets

• Internal audit and enterprise risk management

• Supply chain optimization for regulated industries

ESG Consulting

• ESG strategy development tailored to life sciences

• Compliance with investor expectations and reporting frameworks

• Integration of ESG into corporate governance and risk oversight

Contact: 212.594.8155

Website: https://wiss.com/

Services:

Wiss provides specialized accounting, tax, and advisory services to organizations across the healthcare sector—including life sciences, biotech, and pharmaceutical companies. Whether you’re an early-stage venture or a growing enterprise, our team delivers the insights and support you need to navigate compliance, optimize operations, and scale with confidence.

Audit & Assurance

• Financial statement audits, reviews, and compilations

• GAAP compliance and investor reporting

• Support for due diligence and regulatory readiness

Tax Planning & Compliance

• Corporate and individual tax planning strategies

• State and local tax guidance

• R&D tax credit studies and maximization

Advisory Services

• Business valuations and M&A consulting

• Strategic business planning and financial modeling

• Outsourced accounting and fractional CFO services

Revenue Cycle Management

• Optimization of billing, collections, and revenue workflows

• Enhanced visibility into cash flow and operational performance