Technical Accounting • Audit/IPO Readiness
•
Accounting Operations • AI Automation
Senior accounting
expertise for tech
companies
Partnering with venture-backed startups and small to mid-cap public tech companies to address complex accounting challenges, prepare for critical milestones, and achieve operational excellence without the overhead of large accounting firms
Start a conversation →Leadership
Senior judgment. Big 4 experience.
The firm is led by Martin Lee, CPA. Prior to Martin Lee Advisory, he was an Audit Partner at Ernst & Young LLP and a VP, Accounting & Controller at a venture-backed tech startup.
In his prior roles, Martin was as a subject matter expert in EY's National Office, consulting on complex technical accounting. He also directed IPO audits and S-1 readiness projects and audited a portfolio of leading tech companies, later transitioning in-house to build and lead the accounting function for a rapidly growing business.
Companies he has served include:
- Autodesk
- Angi
- Workday
- Peloton
- Olo
- ACV Auctions
- Dataiku
- Lynx FinHealth
How we approach the work
Quality and excellence are the baseline. But beyond getting the numbers right, we believe in acting as a true extension of your team, providing the dedicated, senior-level attention and partnership that fast-growing tech companies require.
Who we work with
Early-stage
Seed and Series A companies building the finance function from the ground up — first technical memos, foundational accounting rigor, and getting ready for what's next.
Growth-stage
Series B and C companies scaling operations — building close discipline, first audit readiness, and deeper technical work.
Late-stage & pre-IPO
Companies preparing for major events — IPO readiness, first-time SOX, sophisticated transaction support, and initial SEC reporting setup.
Public companies
Small and mid-cap public companies — ongoing SEC reporting, complex transaction memos, audit relationships, and accounting operations modernization.
Practice Areas
Technical Accounting
Expert analysis, documentation, and consultation on:
- AI-assisted research and memo drafting
- Revenue recognition (ASC 606)
- Business combinations (ASC 805)
- Leases (ASC 842)
- Stock-based compensation (ASC 718)
- Derivatives and hedging (ASC 815)
- Other technical issues
Readiness & Transactions
Disciplined preparation for major events:
- Audit readiness and remediation (AICPA audits)
- IPO readiness (PCAOB audit support, S-1 support, initial SEC reporting, internal control buildout)
- First-year SOX implementation (rollout of ICFR)
- M&A support (buy-side and sell-side)
- Post-acquisition integration
Accounting Operations
Ongoing accounting excellence and process improvement:
- Monthly close management
- SEC reporting (10-Q, 10-K, 8-K, proxy)
- Order-to-cash and revenue operations
- Accounting team augmentation and oversight
- Process design and optimization
AI Strategy & Automation
AI strategy and automation design for accounting and finance:
- AI readiness assessment and roadmap
- Process automation opportunity mapping
- Solution architecture and workflow design
- Prototype development
- Implementation oversight and engineering partnership
The Platform
Accelerated by vLogic
Every engagement uses vLogic, the AI platform we built for accounting workflows. It works alongside your existing GL — NetSuite, QuickBooks, Xero, Sage Intacct — to handle complex work efficiently.
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Accelerated execution: Drafts technical memos with citations, produces audit-ready documentation, accelerates monthly close, and automates reconciliations.
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Human-in-the-loop: Automation handles the repetitive, time-intensive work while senior judgment stays where it belongs: with people.
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Verifiable accuracy: Every conclusion includes full citation traceability — no black boxes.
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Strict data privacy: Your financial data is securely isolated and never used to train foundational AI models.
Selected Results
Agentic AI for Technical Accounting
Deployed an agentic AI workflow for technical accounting memo drafting (ASC 606, ASC 340-40), reducing research and initial drafting time while preserving full citation traceability.
Close Transformation
Reduced monthly close at a venture-backed SaaS company through process redesign, automation of repetitive reconciliations, and AI-assisted analysis.
Revenue Operations Automation
Designed and built AI-driven order-to-cash automation, reducing manual reconciliation time between invoices and payments while improving cash application accuracy.