Technology firm seamlessly transitions to Baker Tilly

Client need

A trusted global leader for video capture, management, and webcasting solutions transitioned to Baker Tilly from a large, international firm. The client was disappointed with its previous firm’s service model and ability to respond to technical issues and consultations in a timely manner. Immediately following the transition, Baker Tilly needed to prepare three quarters worth of documentation, including a 9/30 financial statement audit and 10-K fieldwork. We performed a comprehensive analysis of the firm’s complex accounting landscape in a short amount of time.

Baker Tilly solution

Our commitment to Exceptional Client Service means we worked with our client to implement a seamless and efficient transition. We helped guide our client through the transition process by openly communicating our plans and ensuring they received a prompt response to their complex accounting issues. Our deeply specialized experience working with technology companies and transitioning clients at all stages of their business enables us to jump into their situation and immediately add value by gaining an understanding of their business and performing an audit. Our client also appreciated significant partner involvement throughout the entire project – something its previous firm did not offer.


Baker Tilly provided value-added service for Sonic Foundry by facilitating a quick, seamless transition and successful audit, including navigating the company’s complex accounting and revenue recognition issues. Our focus and Exceptional Client Service allowed our team to guide the company through the transition process using open communication, timely responses, and a solution-oriented approach.