SaaS & Tech Startups
From Seed to Series B and beyond. We provide the high-quality accounting infrastructure that investors need to see.
The Strategy Angle: Fractional CFO
Funding & Exit Prep
Acting as your Fractional CFO, we help you prepare for your next funding round or exit. We organize your financials to withstand due diligence and impress VCs.
R&D Tax Credits
Innovation pays. We identify eligible development activities to claim R&D tax credits, putting non-dilutive capital back into your company.
Revenue Recognition (ASC 606)
SaaS accounting is unique. We ensure your revenue recognition complies with ASC 606 standards, giving you an accurate picture of your MRR and ARR.
Frequently Asked Questions
Which metrics should a SaaS accounting system support?
Reliable records should support analysis of recurring revenue, churn, cash burn, runway, deferred revenue, customer acquisition costs, and gross margin.
When should a startup prepare for financial due diligence?
Preparation should begin before fundraising. Consistent monthly closes, organized contracts, reconciled accounts, and documented accounting policies reduce delays.
How are fees for this service determined?
Fees depend on the scope, transaction volume, record condition, complexity, and deadlines. Contact us for an assessment based on your actual needs; no specific price is promised without a review.
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Join San Diego County families and small businesses who trust us with their books and taxes.