Melissa-Roth_Web

Melissa Roth

CPA Partner, Team Leader, CleanTech

Get to Know Me

Melissa is a Partner and dedicated technology specialist with client concentrations in CleanTech, AdTech, Digital Media Services and B2B and B2C SaaS business models. She has extensive professional accounting experience dealing with complex equity transactions, revenue recognition issues, stock-based compensation, and beneficial conversion features, warrant analysis, software capitalization and derivative instruments.

Industry Expertise

Service Expertise

Learn More About My Story

Learn more about my professional experience and how I spend my time outside the firm.

Education:

  • Bachelor’s in Accounting and international business, Ramapo College

Professional Affiliations:

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, New Jersey Society for Certified Public Accountants (NJCPA)
  • Member, AICPA Auditing and Attestation (AUD) subcommittee
  • Leader, Women in Tech group

Melissa is the author of numerous articles include: A Tech Start-up Checklist, How to Account for Beneficial Conversion Features, and NY State Tax Trap vs Tax Savings for Startups. She is also a frequent presenter at workshops and seminars on topics including Servicing Start-ups and Emerging Growth Companies and the new revenue recognition standard. Melissa is passionate about the environment and advocates for implementing green initiatives in everyday life.

In her free time, Melissa enjoys hiking and traveling with her two daughters.

Authored Insights

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A photorealistic image representing the funding landscape for cleantech startups.
3 Key Steps to de-SPAC Audit Readiness

The rebirth of the SPAC market has created a fast lane to public markets for many technology companies, particularly in the energy and cleantech space. But before your company merges with a SPAC, audit readiness is critical. This is where many delays and surprises occur in the process, and where proactive planning can save both…

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Scales of justice in soil among green seedlings under sunlight representing the OBBBA reforms to U.S. tax policy for Cleantech companies.
Understanding the Impact of the OBBBA on R&E Expenses, QSBS, and CleanTech

The One Big Beautiful Bill Act (OBBBA) introduces sweeping reforms to U.S. tax policy, with far-reaching implications for businesses and investors in the CleanTech sector. While the bill aims to stimulate innovation and economic growth through enhanced tax incentives, it also includes provisions that could significantly hinder progress in CleanTech development. Reforming Section 174: Research…

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cleantech, green technology
CleanTech and the New Presidency: What to Expect

The start of President Trump’s second term in office has the CleanTech industry preparing for the future of climate change initiatives. President Trump has historically supported the fossil fuel industry. In his initial term, this support led to many regulatory rollbacks that supported its growth and competition. This is expected to play a large part,…