Accounting for SaaS & Software Companies

From ASC 606 revenue recognition to R&D tax credits, we understand the unique accounting challenges software companies face at every stage.

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SaaS Accounting Challenges We Solve

Software companies face accounting complexities that most bookkeepers can't handle. We specialize in getting these right from day one.

ASC 606 Revenue Recognition

Multi-year contracts, usage-based billing, professional services bundled with subscriptions. We build compliant revenue recognition that auditors accept.

Subscription Metrics

ARR, MRR, churn, expansion revenue, LTV, CAC. Your board and investors expect these metrics. We calculate them correctly and consistently.

R&D Tax Credits

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.

Equity Compensation

Stock options, RSUs, 409A valuations. ASC 718 expense calculations that are audit-ready and don't create surprises at exit.

Deferred Revenue

Annual prepayments, multi-year deals, and the cash vs. GAAP revenue disconnect. We track it properly so your financials tell the real story.

Capitalized Software

When to capitalize development costs, how to amortize them, and what documentation you need. We build the policy and apply it consistently.

SaaS Metrics That Matter

We calculate and track the metrics your board and investors expect to see in every reporting package.

ARR / MRR

Annual and monthly recurring revenue

Net Revenue Retention

Expansion minus churn

CAC & LTV

Customer acquisition cost and lifetime value

Burn Rate & Runway

Cash management and forecasting

Services for SaaS Companies

Monthly Close & Financials

GAAP-compliant financial statements with proper revenue recognition, deferred revenue tracking, and all the metrics your stakeholders need.

Board & Investor Reporting

Monthly board packages with KPIs, variance analysis, and the narrative context that helps investors understand your business.

Audit Preparation

First-time audit readiness, PBC list preparation, auditor coordination, and technical accounting memos that satisfy auditors.

R&D Tax Credit Studies

Identify qualifying activities, calculate credits, prepare documentation. Most SaaS companies are leaving $30K to $100K+ on the table annually.

Systems Implementation

NetSuite, QuickBooks, billing system integrations. We help you select and implement the right stack for your stage.

Technical Accounting

ASC 606 policy documentation, equity compensation accounting, complex transaction guidance from CPAs who've done it before.

Who We Work With

We serve SaaS and software companies from seed stage through growth and exit.

Pre-Seed to Seed

Get your books set up right from the start. Clean cap table, proper revenue recognition, R&D credit tracking. Build the foundation that scales.

Series A to B

Controller-level support, audit-ready financials, board packages, and the technical accounting expertise your stage demands.

Growth Stage

Multi-entity consolidation, international expansion support, M&A accounting, and preparation for exit.

Bootstrapped

Profitable and growing without VC? We love working with bootstrapped companies who need professional accounting without the startup drama.

Ready to Level Up Your SaaS Accounting?

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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