SaaS Bookkeeping & Revenue Recognition
ASC 606 done right. ARR, MRR, deferred revenue, contract assets, properly reported. Books that match what your investors expect.
Technology & SaaS
Built for Technology & SaaS Founders
You're shipping product. We'll handle everything investors are about to ask.
Specialized accounting, R&D credits, ASC 606 revenue recognition, equity comp, multi-state tax, and fractional CFO support for early-stage and scaling technology companies.
- Average client captures $60k to $400k+ in R&D credits
- Diligence-ready books and cap table from day one
- Multi-state nexus, sales tax & remote-team payroll, solved
30 minute call. No pressure. Real answers from a CPA or tax specialist who knows your industry.
Why teams choose us
200+
Tech & SaaS clients
$25M+
R&D credits captured
50
States supported
A CPA or experienced specialist owns every engagement, not a junior with a checklist.
Fixed, transparent fees. No surprise invoices, ever.
Same day replies during business hours.
We get it
You raised. You shipped. Your books look like a side project.
QuickBooks set up by your first engineer. ARR you're calculating in a spreadsheet. Stock options issued without a 409A. Contractors in five states with no nexus review. Then a term sheet hits and the diligence list is 200 lines long, and now you're rebuilding 18 months of books in two weeks.
We've taken founders from seed to Series B with clean diligence, captured millions in R&D credits, defended state nexus exposure, and stood in as fractional CFOs through fundraises. We talk ARR, NRR, CAC payback, ASC 606, and 83(b) in the same conversation. You build product. We make sure the rest looks institutional.
Sound familiar?
If any of this is your reality, you're in the right place.
Most technology & saas founders come to us after wrestling with at least three of these. We've already solved them, hundreds of times.
Diligence-day panic
VC due diligence requests should take days, not months. We keep your books, cap table, and contracts in the shape they'd expect from day one.
Leaving R&D credits on the table
Most pre-profit tech companies qualify for the payroll tax R&D credit, up to $500k per year. We've never had a client who didn't qualify for at least something.
Revenue recognized wrong
ASC 606 is brutal for SaaS, usage-based, and multi-element contracts. Bad rev rec kills valuation and triggers restatements.
Multi-state nexus exposure
Remote employees and SaaS sales create nexus in states you've never visited. We map exposure and clean it up before a state finds you.
Stock options, 409A & equity comp confusion
Missed 83(b)s, no 409A, ISO vs NSO mistakes. These are six-figure problems at exit. We get them right early.
No real financial model
If your model is a single spreadsheet from your seed round, you're flying blind. We build investor-grade models you can defend in a board meeting.
You don't have to figure this out alone. One call and you'll know exactly what's broken, what's fixable, and what it'll take to get your numbers working for you.
Book My Free CallWhat you actually get
A complete back office, tuned to technology & saas founders.
No generic packages. Every engagement is built around how your business actually makes money, where it leaks, and how to keep more of it.
R&D Tax Credit Studies
Federal and state R&D credits, including the payroll-tax election for pre-profit startups. We document, calculate, and file. Most studies pay for themselves 10x.
Fractional CFO for Founders
Board reporting, KPI dashboards, fundraise modeling, scenario planning, cap table hygiene. A senior CFO on call without the equity grant.
Multi-State Tax & Nexus
Remote-team payroll, SaaS sales tax (Wayfair), state income tax apportionment. We map and resolve exposure across all 50 states.
Equity Comp, 409A & ISO Planning
Stock option grants, 83(b) elections, 409A coordination, AMT planning for early exercise. The stuff that determines what founders actually keep at exit.
Fundraise & Diligence Support
Quality of earnings packages, data room financials, diligence Q&A. We sit beside you through the entire raise.
What changes
Within 90 days, you'll feel the difference.
Clean books. A clear tax plan. A CPA or senior specialist who picks up the phone. Most importantly: time and energy back for the work you actually love.
Start the ConversationBooks that pass VC and acquirer diligence cold
Federal & state R&D credits captured every year
ASC 606 revenue recognition done right from day one
Multi-state nexus, payroll, and sales tax under control
A CFO-quality model and board package every month
Founders who actually keep what they earn at exit
“We hired them ahead of our Series A. They cleaned up two years of books in six weeks, captured $190k in R&D credits, and sat with us through every diligence call. The round closed on time.”
Priya S.
Founder & CEO, B2B SaaS
Questions, answered
What technology & saas founders ask us first.
We're pre-revenue. Do we need this yet?+
Yes, sooner than you think. Setting up books, equity, and R&D documentation right at seed is 10x cheaper than fixing it before a Series A.
Can you replace our bookkeeper?+
Yes, or work alongside them. We can run full outsourced accounting or just handle the controller, CFO, and tax functions on top of an in-house bookkeeper.
How does the R&D credit actually work?+
We document qualified research activities (engineering wages, contractor R&D, cloud compute used in development), calculate the credit, and either offset income tax or, for pre-profit startups, offset payroll tax up to $500k per year.
Are you comfortable with our stack? Stripe, QBO, Pilot exports, etc.+
Yes. We integrate with Stripe, Chargebee, QBO, Xero, NetSuite, Gusto, Rippling, Carta, Pulley, and the usual SaaS stack. We can also migrate platforms if needed.
Do you work with venture-backed companies specifically?+
Yes. A large portion of our tech book is venture-backed seed through Series B. We know what each lead investor expects in monthly reporting and at next-round diligence.
Ready when you are
Make your numbers as strong as your product.
One 30 minute call with a senior tech CPA. We'll look at your current setup, R&D potential, and what your next raise will need. You'll leave with a clear plan.
- Speak directly with a CPA or senior specialist
- Walk away with at least one actionable insight
- Zero cost, zero obligation
Stop Losing Money to Bad Advice
Every month you wait is money the IRS keeps.
Most business owners overpay tax, run on stale numbers, and only call a CPA when something breaks. There's a better way, and it starts with one 30-minute call.
45+ years combined experience Reply within 1 business day Partner-led, every time