Industries We Serve ยท IT Sector

Financial operations built for software, SaaS & technology companies.

From recurring-revenue recognition to burn-rate tracking and investor-ready reporting, we handle the bookkeeping, accounting, payroll and CFO support that tech businesses actually need โ€” without the overhead of an in-house finance team.

Part-Time Support10 / 20 hours per week
Dedicated Full-Time40 hours per week

Starting at just $10 per hour

  • ISO 27001 Certified Processes
  • SOC 2 Compliant Systems
  • Secure Cloud-Based Workflow Management
  • Strict Data Confidentiality & Protection
๐ŸฆBank Account Overview

Bills to Pay

33,806.15Cash In
-55,286.75Cash Out
-21,480.60Difference
JANFEBMARAPRMAY

Business Bank Account

6873.66
Statement Balance
โœ“Reconciled
๐Ÿงพ
Expenses to Review6873.66
SaaS & TechFinance Expertise
AccurateReconciliations
FastTeam Onboarding
0Starting Rate / hour
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Recurring Revenue Recognition

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Burn Rate & Runway Tracking

๐Ÿ“Š

Investor-Ready Reporting

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Multi-Entity, Multi-Currency Books

๐Ÿ’ณ

Payment & Billing Platform Reconciliation

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Scaling Finance Ops With Headcount

The Challenge

The Financial Challenges Tech Companies Face

Software and SaaS businesses run on metrics traditional bookkeeping wasn't built for โ€” MRR, ARR, churn, CAC, and deferred revenue all need to be tracked accurately alongside standard books. Founders end up either doing it themselves or hiring a full finance team well before they're ready to.

Talk to Our Team
Full Scope

How We Support IT & SaaS Companies

The same core services, tuned to how software businesses actually operate.

SaaS Bookkeeping

  • Subscription & billing platform reconciliation
  • Deferred revenue tracking
  • Daily transaction categorization
  • Multi-currency support

Accounting & Revenue Recognition

  • ASC 606-aligned revenue recognition
  • MRR / ARR reporting
  • Month-end and year-end close
  • Financial statement preparation

Payroll for Distributed Teams

  • Multi-state and remote-team payroll
  • Contractor & W-2 payments
  • Equity/RSU coordination support
  • Benefits administration

Virtual CFO for Tech

  • Burn rate & runway modeling
  • Fundraising & investor reporting
  • Unit economics (CAC, LTV, churn)
  • Board-ready financial packages

MIS & SaaS Metrics Dashboards

  • Real-time MRR/ARR dashboards
  • Cohort & churn analysis
  • Cash burn tracking
  • Custom KPI reporting

Tax & Compliance

  • Multi-state nexus & sales tax
  • R&D tax credit coordination
  • Corporate tax filings (1120, 1120S)
  • Franchise tax compliance
Our Process

How We Onboard Your Company

A fast, low-friction handover that plugs into how your team already works.

1

Discovery & Stack Review

Understanding your billing platform, cap table, entity structure, and reporting needs.

2

Tool Integration & Data Migration

Connecting your billing, payroll and banking tools; migrating historical data cleanly.

3

Team Allocation & Onboarding

Assigning the right professionals based on your stage, stack, and workload.

4

Metrics Framework Setup

Defining the MRR/ARR, churn, burn and runway metrics that matter for your board.

5

Ongoing Delivery & Reporting

Monthly close, reconciliations, and dashboards delivered on a predictable cadence.

6

Scale as You Raise & Grow

Expanding support through funding rounds, new entities, and headcount growth.

The Difference

From Founder-Led Books to Investor-Ready Finance

Before Partnering

  • 01Revenue recognition is inconsistent
  • 02Burn rate is unclear month to month
  • 03Board decks are built manually each cycle
  • 04Founders spend hours reconciling billing tools
  • 05Multi-entity books drift out of sync
  • 06Fundraising due diligence causes scramble
Your FirmImpact

After Partnering

  • Revenue recognized accurately every close01
  • Real-time burn & runway visibility02
  • Board-ready reporting, delivered monthly03
  • Billing platforms reconciled automatically04
  • Multi-entity books stay clean and current05
  • Diligence-ready books, always06
Software Agnostic

We Integrate with the Software You Already Use

No need to change your existing systems. We adapt to whatever your company already runs on.

From QuickBooks to enterprise ERPs, our team plugs into your workflow without forcing a migration.

QuickBooksQuickBooks
FreshBooksFreshBooks
QuickBooksQuickBooks
FreshBooksFreshBooks
XeroXero
Zoho BooksZoho Books
XeroXero
Zoho BooksZoho Books
Sage
WaveWave
Sage
WaveWave
NetSuiteNetSuite
Bill.com
NetSuiteNetSuite
Bill.com
Engagement Models

Flexible Engagement Models

Choose the engagement model that aligns with your stage, team size and growth plans.

Best for Scaling Teams

Dedicated Resource

Suitable for: Funded companies with ongoing finance operations needs

Availability: 160+ hours/month

Flexibility: Dedicated team member integrated with your company

  • Ongoing bookkeeping, accounting & payroll support
  • Metrics & reporting tailored to your stack
  • Regular workflow & deadline management
  • Long-term capacity support
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Cost Effective

Project-Based Support

Suitable for: Fundraising prep, cleanup, or a specific finance project

Availability: As needed

Flexibility: Short-term or engagement-based support

  • Due-diligence & data-room prep
  • Books cleanup & catch-up
  • Entity setup & migrations
  • Overflow workload management
Get Started

Ready for finance operations that keep pace with your growth?

Let our team handle the books, metrics and reporting while you focus on building your product and closing your next round.

Schedule Free Consultation Send Enquiry
Explore More

Explore Other Services

Resources

Latest Insights & Resources

Explore expert insights on SaaS finance, fundraising readiness, metrics tracking and startup operations.

View all articles โ†’

FAQs

Frequently Asked Questions

Do you understand SaaS-specific metrics like MRR and churn?

Yes. Our team works with recurring-revenue businesses regularly and tracks MRR, ARR, churn, CAC and other SaaS metrics alongside standard bookkeeping and accounting.

Can you handle revenue recognition for subscription billing?

Yes. We align revenue recognition with ASC 606 guidance and reconcile it against your billing platform (Stripe, Chargebee, Recurly and similar tools).

We're pre-revenue โ€” is this still relevant for us?

Yes. Early-stage companies benefit from clean books and burn-rate tracking from day one, especially ahead of fundraising or due diligence.

Can you support multiple entities or international subsidiaries?

Yes. We support multi-entity and multi-currency structures, keeping consolidated and entity-level books in sync.

How do you keep our data secure?

We follow ISO 27001 aligned processes and SOC 2 compliant systems, with encrypted access and strict confidentiality protocols โ€” important for companies handling investor and customer data.

Can you help us prepare for a fundraising round?

Yes. Our Virtual CFO support includes investor reporting, financial models, and due-diligence-ready documentation for fundraising conversations.