From ASC 606-compliant books and SaaS KPI dashboards to internal audit controls and on-demand finance talent — everything your tech company needs in one place.
4
Core Services
ASC
606
Compliant
7-Day
Monthly Close
SaaS isn't traditional retail. If your bookkeeper, auditor, or analyst doesn't understand MRR, deferred revenue, and unit economics — your financials are fundamentally wrong.
Four specialized services working together — so your books, data, controls, and team are all aligned.
Stop using generic CPAs who misreport your MRR. We build investor-grade books using SaaS-native accounting standards.
Annual and multi-year contracts are tracked on liability rolls. Revenue recognized monthly over the subscription period — never upfront.
Clearing accounts for every payment processor. Each payout is split into gross revenue, refunds, failed charges, and net fees — zero lump-sum bookings.
AWS, hosting, Twilio, Zendesk — mapped to COGS. Marketing, G&A, and Sales mapped to OpEx. Your Gross Margin is finally real.
Developer salaries for new features are capitalized per ASC 350. Only maintenance costs hit the P&L. Your EBITDA looks as strong as it should.
Monthly Revenue Waterfall
78%
Gross Margin (clean)
115%
Net Revenue Retention
7-Day
Monthly Close
100%
ASC 606 Compliant
Stop guessing which growth lever to pull. We build the data infrastructure that turns your raw numbers into clear strategic direction.
Live dashboards tracking MRR, ARR, Churn Rate, NRR, CAC, LTV, CAC Payback Period, and Rule of 40 — all connected to your actual GL data.
Segment customers by acquisition month and plan type. See exactly which cohorts churn and which expand — so you know where to double down.
12-month P&L models updated monthly. Burn rate, runway, and break-even projections based on your actual SaaS growth trajectory.
Investor-grade board packs delivered monthly. SaaS P&L, waterfall charts, cohort tables, and variance analysis — exactly what VCs want to see.
SaaS KPI Scorecard
Tools We Connect
When a VC or acquirer opens your books, what will they find? We make sure it's clean, compliant, and investor-grade before they do.
We audit your entire deferred revenue ledger. Every contract is checked against ASC 606 requirements. Non-compliant bookings are corrected before they become a deal-breaker.
Complete VDR preparation: historicals, cap table, revenue schedules, contract summaries, and financial models — structured exactly how PE and VC buyers expect.
Segregation of duties, payment authorization controls, user access reviews, and fraud prevention workflows — designed for lean SaaS teams.
We go back 12-36 months, fix misclassified expenses, restate deferred revenue correctly, and produce clean comparative financials.
DD Readiness Checklist
Average Time Saved
6-8 Weeks
vs. scrambling to prepare when an investor asks
Stop paying for a full-time Controller when you need 20 hours/month. Get senior SaaS-specialized finance professionals as a service.
SaaS-experienced CFOs and Controllers available part-time. They understand MRR models, investor reporting, and fundraising prep — no onboarding required.
Pre-trained bookkeepers who already know QBO, Xero, Stripe reconciliation, and ASC 606 accounting — ready to plug in from Day 1.
SaaS-focused FP&A professionals for budgeting, forecasting, and board deck preparation. Understand SaaS metrics natively — CAC, LTV, cohorts, burn.
All talent works async-first — compatible with US, EU, and APAC time zones. Deel and Rippling compatible. Scale up or down each quarter.
Talent We Provide
60%
Cost vs. Full-Time Hire
48h
Onboarding Time
We integrate seamlessly with every tool in the modern SaaS finance ecosystem.
Days 1–3
We audit your current books, payment processor setup, and reporting. We identify every ASC 606 violation, misclassified expense, and missing KPI — and give you a full remediation roadmap.
Days 4–14
We rebuild your Chart of Accounts for SaaS, connect Stripe/Chargebee clearing accounts, set up deferred revenue schedules, and reconcile your historical books. Your team gets their first clean P&L.
Days 15–25
Your SaaS KPI dashboard is built and connected to live data. MRR waterfall, cohort analysis, and burn rate tracker are ready for your next board meeting.
Month 2 Onwards
7-day month-end close every month. Books, analytics, and audit controls run in parallel. You receive a complete Financial Reporting Pack including P&L, KPI dashboard, and variance commentary.
Pick the plan that matches your stage. Upgrade anytime — no lock-in.
Pre-seed to seed. Clean foundation & core metrics.
$799/mo
Series A+. Full suite with analytics and talent.
$1,999/mo
Confirmed in writing
Fundraise or exit prep. Everything + VDR.
Custom /project
Stop letting messy books or missing KPIs slow your next funding round. Get SaaS-native financial operations today.