Industries · SaaS & technology
Investor-grade metrics from books you can defend.
Revenue recognition, deferred revenue, SaaS metrics and board reporting for venture-backed and bootstrapped software companies.
What we hear from SaaS & technology teams
The usual pain points
- Revenue is booked as cash arrives, so deferred revenue is wrong.
- ARR, churn and net revenue retention differ between the board deck and the books.
- Due diligence requests arrive, and the data room takes weeks.
- Runway depends on a forecast that nobody has updated since the last raise.
KPIs we put in front of you
- ARR and MRR movement01
- Net revenue retention02
- Gross margin03
- Burn multiple04
- Months of runway05
How we help
Built around how your business makes money.
- 01
Revenue recognition
Subscription billing reconciled to ASC 606 revenue schedules and deferred revenue.
- 02
SaaS metrics that tie out
ARR, MRR, churn, NRR and CAC payback calculated from the same data as your financials.
- 03
Board and investor reporting
A monthly pack your investors can read, with metrics, variance and runway.
- 04
Runway and scenario planning
A rolling forecast with hiring plans and funding scenarios, so you know your options early.
Do you work with Stripe and billing tools?
Yes. We reconcile Stripe, Chargebee and similar tools to the ledger and build revenue schedules from them.
Can you help us prepare for due diligence?
Yes. We clean up historical books, build the metrics schedules and organize the finance section of your data room.
We are pre-revenue. Is it too early?
Our Starter bookkeeping plan suits early companies. Add a runway forecast when you start raising.
Free finance health check
See where your finance function can go next.
Book a free 30-minute finance health check. You leave with three practical fixes, whether or not you hire us.