SaaS and technology
SaaS accounting and fractional CFO services
Scale your SaaS company with clarity and confidence: recurring revenue tracked correctly, GAAP-compliant revenue recognition and investor-ready metrics.
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
In short
SaaS bookkeeping, ASC 606 revenue recognition and the metrics investors ask for, from a Hulu and Beats Music finance leader.
Revenue recognitionASC 606, deferred revenue
Key metricsMRR, ARR, NRR, churn, CAC, LTV
Investor supportBoard packs, models, data rooms
BackgroundHulu and Beats Music finance
Sound familiar?
SaaS businesses don’t fit a traditional accounting model
Recurring revenue, subscription billing, deferred revenue and churn require a finance partner who understands subscriptions.
- Cash in the bank doesn’t match recognized revenue
- MRR and churn calculated differently every month
- Investors asking for metrics you can’t produce quickly
- Runway uncertainty as you hire ahead of revenue
What we do
Our services for SaaS and technology companies
01
SaaS bookkeeping and reporting
Subscription-aware bookkeeping with key SaaS metrics built in.
02
Revenue recognition (ASC 606)
Deferred revenue schedules and GAAP-compliant recognition.
03
SaaS metrics dashboard
MRR, ARR, net revenue retention, churn, CAC payback and LTV.
04
Cash flow and runway forecasting
Plan hiring and spend against runway with monthly reforecasts.
05
Fundraising and investor reporting
Financial models, board decks and data room preparation.
06
Fractional CFO
Strategic guidance for scaling, raising capital or preparing for acquisition.
The metrics we track
Reporting built around your business model
Every monthly package includes reporting on the numbers that actually drive value in your industry.
MRR / ARRNet revenue retentionGross churnCAC paybackLTV:CACGross marginBurn multipleRunway
How it works
From first call to monthly clarity in three steps
Book your free call
We discuss your model, revenue streams and current challenges.
Onboarding and clean-up
We organize your books, set up reporting and integrate your tools.
Monthly finance partnership
Accurate numbers, strategic advice and peace of mind, month after month.
FAQ
SaaS and technology finance questions
What is ASC 606 and does it apply to my SaaS company?
ASC 606 is the U.S. GAAP standard for recognizing revenue from customer contracts. For SaaS, annual or multi-year prepayments are recognized over the subscription period rather than when cash is received, creating deferred revenue. It matters most when you raise capital, take on debt, get audited or sell the company.
Which SaaS metrics do investors care about most?
Typically ARR growth, net revenue retention, gross margin, CAC payback, burn multiple and runway. We report these consistently each month so they’re ready when investors ask.
When does a SaaS company need a fractional CFO?
Usually when preparing to raise, when burn and hiring plans need modeling against runway, or when the board expects investor-grade reporting, often well before a full-time CFO makes sense.
Next step
Finance support built for SaaS and technology
Book a free 30-minute consultation. We’ll review your current setup and recommend the right package.
