Industry Expertise
Accounting for SaaS & Technology
Subscription revenue creates accounting complexity that generic bookkeepers miss. We speak ARR, MRR, churn, and deferred revenue — and we keep your books investor-ready.
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Where SaaS Finance Breaks Down
Generic bookkeeping treats a SaaS company like a retail store. But subscription businesses have unique financial dynamics that, when mishandled, lead to bad decisions and failed due diligence.
Revenue Recognition (ASC 606)
When you bill annually but deliver monthly, you cannot recognize all that cash as revenue on day one. ASC 606 requires you to recognize subscription revenue ratably over the service period. Get this wrong and your financials misrepresent the health of your business — a red flag in any investor or acquirer due diligence.
Deferred Revenue Management
That annual prepayment is a liability until you deliver the service. Tracking deferred revenue correctly is essential — it shows up on your balance sheet and unwinds month by month. Mismanaged deferred revenue is one of the most common reasons SaaS books fail due diligence.
MRR & ARR Clarity
Monthly and Annual Recurring Revenue are the metrics investors care about most. But they are not GAAP figures — they require disciplined tracking that ties back to your actual financials. We reconcile your recurring revenue metrics to your books so the numbers you report are numbers you can defend.
Burn Rate & Runway
How long until you run out of cash? Your burn rate and runway determine your fundraising timeline and your survival. We track net burn, gross burn, and runway with the precision growth-stage investors expect.
SaaS Metrics That Matter
CAC, LTV, churn, net revenue retention, the Rule of 40 — these are not vanity metrics, they are the language of SaaS valuation. We help you calculate and track the metrics that drive your company worth.
Multi-State & Software Sales Tax
Software and SaaS sales tax is a minefield. Economic nexus rules vary by state, and many states now tax SaaS. We track your nexus exposure and keep you compliant as you scale across state lines.
How We Help SaaS Companies
From seed to Series B and beyond, we provide the financial infrastructure that growth-stage technology companies need.
Investor-Ready Financials
GAAP-compliant books that stand up to due diligence. When the term sheet comes, your financials will not be the thing that slows the deal.
Strategic CFO Guidance
Fundraising support, board deck preparation, scenario modeling, and unit economics analysis from a fractional CFO who speaks SaaS.
Scalable Systems
We build financial systems that grow with you — from your first paying customer to your hundred-thousandth, your accounting infrastructure will not need a rebuild.
Ready for 10X Financial Clarity?
Book a free Discovery Meet and see how EOS-aligned accounting transforms your SaaS business.
Book a Discovery Meet