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.
Walk through the portal a technology client opens every morning.
A live, no-login walkthrough loaded with a sample technology company: the books read from QuickBooks, the tax reserve, payroll, the team, and the apps we build. Two minutes, and you know exactly what you are getting.
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 →