Financial Strategists for
SaaS Startups

Your Online Cloud Accounting and Finance Professional’s Specializing in Recurring Revenue Business Model’s, Forecasting, Cash Flow, Metrics, and Pitch Decks.


Helping Your Startup SaaS Solution Increase Profitability With Investment Ready Financials

 We’re here to  bring order, clarity, and process to your finances and lift the weight off your shoulders as you grow your Monthly Recurring Revenue (MRR).

  • How do I increase Profits and Cash Flow? 
  • How do I track Customer Acquisition Costs (aka “CAC”)? 
  • How can I reduce Churn?
  • Am I compliant for sales tax on SaaS products? 
  • Does your P&L have proper Revenue Recognition for your MRR  (aka “ASC 606 Compliant Revenue Recognition”? 
  • Am I really “operationally efficient”? 
  • Do you feel confident with you current Financial Metrics, such as ARR, LTV and ROAS?
Bookkeeping Services for SaaS Companies
Bookkeeping Services for SaaS Companies

That’s Why We Specialize in Providing Accounting Services to software-as-a-service (SaaS) companies

Our mission is to improve your SaaS accounting processes to maximize your bottom line with our SaaS-specialized bookkeeping, accounting, and CFO advising.

 We work with subscription business models to achieve growth opportunities and success. This allows your business to be ready for the hockey stick growth you expect as you dial in your marketing and operational processes and get ready for funding and future acquisition possibilities. 

Our Three Phase SaaS accounting Methodology

We help SaaS businesses grow their profits by Using Best Accounting Practices and Strategic Reporting to help you accelerate your growth. By using our combination of cloud based accounting services and financial dashboards, we’ll be able to provide the  specialized SaaS CFO advice you need to fuel your hockey stick growth you’re working for. 

Let’s Get started today!

Phase 1: Accounting Best Practices

If you want to increase your profits & cash flow, we need to first set up your foundations. Here we access the current state of your accounting so that we can either set up or clean up your processes and procedures. If needed, we implement new processes to ensure you are receiving proactive financial data.

Phase 2:
Strategic Reporting

Now that we have your foundations in place, we will provide you with a comprehensive financial reporting package, including; Financials, Forecast and Dashboard, on a monthly basis. These reports not only give you greater clarity on your business but will put you in a position to be able to make proactive decisions.

Phase 3:
Accelerate Growth

With your foundations and reporting implemented, we can now become your true partner and advise you on what is needed to increase your company profits and performance. At this point, we will help you improve your Working Capital, Cash Flow, and control expenses, so you have the ability to operate efficiently as you grow.

Do You Want To Grow Your Business? 

Today is the day to take your business to the next level! We offer a full accounting office or can customize our services to your business needs. 

We offer a suite of services for your SaaS business, especially for those who want to keep costs low. 

We Have the expertise in recurring revenue business models you need

SaaS companies are driven by KPI’s, Metrics, and Growth Strategies. Behind every successful SaaS company is accurate accounting and experts who understand the numbers. If your accounting isn’t up-to-date, accurate, and reliable, your numbers you’re basing all your business decisions on won’t be either. 

SaaS Metrics

We’ll help you determine the best metrics for your business at each stage, whether you’re in startup, growth or maturity stages, we calculate the metrics you need for the sales & customers, cash position, and more. We also build out your accounting systems so they drive the metrics and financial dashboards with reliable monthly reports.

Accurate numbers

Proper accounting is vital to building a growing SaaS business, especially if you are worried about cash, need loans and investments, or getting ready for due diligence. When you run a capital intensive software team, you need a good handle on your expenses and your cash flow for payroll, paying vendors, and managing debt payments.

budgets & forecasts

Knowing your burn rate is crucial to a business like yours. We will work with you to build your budget for each department and help you keep control of your spending month to month, quarterly, and yearly. Understanding your revenue and spending trends against historical budget and forecasts are necessary with ongoing growth and software development. Plus, they come in handy for fundraising and due diligence as well.