SaaS & Software

SaaS metrics that tie to your books.

Revenue recognition, deferred revenue, MRR/ARR reporting, and a burn number you can defend, closed every month and ready for investors whenever they ask.

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Where SaaS books go wrong

Subscription businesses fail standard bookkeeping in predictable ways.

Annual plans booked as one month of revenue

Cash in the door is not revenue earned. Annual prepays belong in deferred revenue and release monthly. Investors and auditors both check.

MRR that does not tie to the books

If the metric in your deck cannot be reconciled to your accounting system, diligence will find the gap before your pitch does.

Stripe payouts blur the picture

Fees, refunds, and disputes netted out of deposits make revenue hard to see. Proper processor reconciliation is the only fix.

Burn and runway are vibes

Hiring decisions against a stale or wrong burn number is how promising companies run out of cash by surprise.

What we take off your plate

Fixed monthly plans. Start where you are, add oversight as you grow.

Foundation

from $500/mo

Bookkeeping & monthly accounting for businesses that need clean, current books without hiring in-house.

Start with Bookkeeping

Growth

from $1,000/mo

Controller oversight for businesses that have outgrown basic bookkeeping and need disciplined closes.

Add Controller Oversight

Scale

A fractional CFO plus the full finance stack underneath: books, close, forecasts, and board-ready reporting.

Talk to a CFO

We work inside your stack

Stripe & ChargebeeRecurly & ZuoraQuickBooks Online & XeroPuzzle & CampfireMaxio, Tabs & Orb dataAnrok (SaaS sales tax)Gusto & RipplingMercury, Brex & Ramp

Not sure your books are in good shape? Run the free 25-point health check and find out in five minutes.

FAQ

SaaS finance questions

What founders ask before switching their books to us.

Yes. Annual plans go to deferred revenue and release monthly on a schedule tied to your billing system, so revenue is earned, not just collected. That is exactly what investors and auditors check first.

That is the point. We reconcile billing-system metrics to the general ledger every month, so the number in your board deck survives diligence.

Yes: clean accrual books, metrics that reconcile, and a data-room-ready close history. Our team has deep valuation experience, and when you need an independent 409A we route it so independence is preserved.

Monthly burn reporting comes with controller-level service; a rolling 13-week cash flow and scenario planning come with fractional CFO. Either way, runway stops being a guess.

Investor-ready books, every month

Thirty minutes. We look at your billing stack and transaction volume, and quote a fixed monthly number on the spot.

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