From ASC 606 revenue recognition to R&D tax credits, we understand the unique accounting challenges software companies face at every stage.
Schedule a ConsultationSoftware companies face accounting complexities that most bookkeepers can't handle. We specialize in getting these right from day one.
Multi-year contracts, usage-based billing, professional services bundled with subscriptions. We build compliant revenue recognition that auditors accept.
ARR, MRR, churn, expansion revenue, LTV, CAC. Your board and investors expect these metrics. We calculate them correctly and consistently.
Most software companies qualify for significant R&D credits but don't claim them. We identify qualifying activities and capture the credits you're missing.
Stock options, RSUs, 409A valuations. ASC 718 expense calculations that are audit-ready and don't create surprises at exit.
Annual prepayments, multi-year deals, and the cash vs. GAAP revenue disconnect. We track it properly so your financials tell the real story.
When to capitalize development costs, how to amortize them, and what documentation you need. We build the policy and apply it consistently.
We calculate and track the metrics your board and investors expect to see in every reporting package.
Annual and monthly recurring revenue
Expansion minus churn
Customer acquisition cost and lifetime value
Cash management and forecasting
GAAP-compliant financial statements with proper revenue recognition, deferred revenue tracking, and all the metrics your stakeholders need.
Monthly board packages with KPIs, variance analysis, and the narrative context that helps investors understand your business.
First-time audit readiness, PBC list preparation, auditor coordination, and technical accounting memos that satisfy auditors.
Identify qualifying activities, calculate credits, prepare documentation. Most SaaS companies are leaving $30K to $100K+ on the table annually.
NetSuite, QuickBooks, billing system integrations. We help you select and implement the right stack for your stage.
ASC 606 policy documentation, equity compensation accounting, complex transaction guidance from CPAs who've done it before.
We serve SaaS and software companies from seed stage through growth and exit.
Get your books set up right from the start. Clean cap table, proper revenue recognition, R&D credit tracking. Build the foundation that scales.
Controller-level support, audit-ready financials, board packages, and the technical accounting expertise your stage demands.
Multi-entity consolidation, international expansion support, M&A accounting, and preparation for exit.
Profitable and growing without VC? We love working with bootstrapped companies who need professional accounting without the startup drama.
Schedule a call to discuss your specific situation. We'll tell you exactly how we can help and what it would cost.
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