SaaS
Metrics your investors can trust.
For subscription software companies. We keep revenue recognized correctly, report MRR, churn and runway from the same books, and tie your marketing to the revenue it brings in.
Sound familiar?
- Stripe deposits don’t match the revenue in your books.
- The MRR in your spreadsheet disagrees with your financials.
- You’re not sure how many months of runway you really have.
- Every investor update is a weekend of spreadsheet work.
What we handle.
On the books
- Subscription revenue recognized over the period it covers
- Stripe and payment processor payouts reconciled
- MRR, churn and customer acquisition cost reported monthly
- Cash runway, updated with every close
- Board and investor reports in the format they expect
On growth
- HubSpot set up for trials, demos and renewals
- Lifecycle email from signup to upgrade
- LinkedIn and Google campaigns tied to new recurring revenue
Services for SaaS companies.
Bookkeeping & AccountingMonthly bookkeeping, reconciliations, financial statements and payroll.Learn more →Cash Flow & AdvisoryA 13-week cash forecast, budget against actuals, KPI reporting and a quarterly review of what to change.Learn more →Reporting & DashboardsYour sales and your financials in one view, with live dashboards between monthly reports.Learn more →HubSpot CRMImplementation, cleanup and automation, so your sales pipeline and your financials tell the same story.Learn more →
Questions.
Do you handle R&D tax credits?
No. We keep the records your CPA needs to claim them, and can introduce you to a CPA who does.
Can you get us ready for a fundraise?
We get your books, metrics and projections in order before investors look. Your attorney and advisors handle the raise itself.