SaaS accounting from seed to scale.
ARR, ASC 606, R&D credits, cap table, and investor-ready reporting for venture-backed and bootstrapped tech companies.
Where founders need real clarity.
Revenue recognition
ASC 606 compliance for subscription and usage-based revenue across contracts.
R&D tax credits
Identifying qualifying activities and maximizing credits on development work.
Cap table & equity
Stock options, vesting schedules, 409A valuations, and equity comp accounting.
Burn rate & runway
Cash burn, runway planning, and readiness for the next fundraising round.
Same business. Same twelve months. Different ending.
What founders lose to messy finance
- A diligence request lands and the data room takes three weeks of founder time you did not have.
- Revenue recognized wrong under ASC 606, restated at the worst possible moment, in front of investors.
- R&D credits unclaimed because nobody was tracking qualifying work while it happened.
What diligence-proof looks like
- Investor-grade books, closed on a cadence, so the data room is an export, not a project.
- Metrics your board trusts: MRR, burn, runway, computed the same way every month.
- Credits captured as you build, filed by our contracted CPA/EA network when studies are required.
The fourteen-day assessment costs nothing and you keep every deliverable either way. The only thing at risk is another year of the left column.
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The full SaaS stack.
Books, ARR, R&D credits, investor decks, and cap-table hygiene.
- MRR / ARR tracking and forecasting
- Subscription revenue recognition (ASC 606)
- R&D tax credit identification and documentation
- Cap table management and 409A coordination
- Investor reporting and board decks
- Burn rate analysis and runway planning
- SaaS metrics dashboards (CAC, LTV, churn)
- Stock option and equity compensation accounting
- Multi-entity and international structuring
- Due diligence preparation for fundraising and exit
What you get, every plan
- Books closed on your plan's schedule, every month.
- All fifty states covered.
- Open seven days a week.
- 14 days. No card. Keep the deliverables.
SaaS accounting questions.
How do you handle SaaS revenue recognition?
We implement ASC 606 compliant revenue recognition for subscription businesses. That includes annual vs. monthly billing, usage-based components, professional services revenue, and deferred revenue tracking, so your financials reflect earned vs. billed revenue accurately.
Can you help maximize R&D tax credits?
Absolutely. We identify qualifying R&D activities for software companies, including developer wages, cloud computing costs, and contractor expenses. We document what's needed and help you claim both federal and state R&D credits.
Do you work with venture-backed startups?
Yes, we work extensively with venture-backed startups from seed through Series C and beyond. We understand investor reporting requirements, 409A valuations, cap table management, and preparing for due diligence.
Where are you going?
A 14-day assessment maps your ARR, your burn, and your credits. You keep every deliverable.
Curious how we stack up? See how we compare to Pilot →