SaaS and technology
Board-ready numbers, every month, without the scramble.
We give growth-stage SaaS and tech companies a close that lands on time, KPIs defined the same way every period, and reporting the board does not have to interrogate.
If you do not fully trust the numbers, every decision feels heavier.
Board stress usually traces back to the same place. The reporting is hard to produce, hard to explain, or hard to rely on. When the close is not tight, leadership spends its time defending the numbers instead of using them.
The close is inconsistent
Month end lands on a different day every month and nobody can name the actual bottleneck.
KPI definitions drift
MRR is calculated one way in the board deck and another way in the model, and nobody wrote either one down.
Investor reporting eats a week
Every board meeting and every raise turns into a rebuild from source data.
The data is not board-ready
Leadership hedges in meetings because they are not confident the numbers survive a follow-up question.
Build a finance function that scales with you
Assess
We review your close process, reporting needs, KPI definitions, and the systems underneath them.
Fix and build
We clean up what is broken and build a reporting rhythm that repeats without heroics.
Run and improve
We keep the close consistent, refine the metrics, and stay ahead of what the board will ask next.
What this typically includes
- Monthly close and reconciliations
- KPI reporting: MRR, CAC, burn, runway
- Board and investor reporting packages
- ASC 606 revenue recognition
- GAAP cleanup and alignment
- Audit preparation support
This is almost never a competence problem.
Early-stage finance starts with what is good enough, and good enough breaks under scale. Accounts drift. Categorization gets inconsistent. The close turns into a manual effort that depends on one person being available.
KPI reporting goes fragile because it sits on incomplete data and definitions that keep moving. Then confidence erodes, investors sense the uncertainty, and strategic decisions feel heavier than they should.
What actually breaks
- Reconciliations falling behind
- A chart of accounts built for a smaller company
- Metric definitions that changed with no record
- Deferred revenue handled inconsistently
- A close that depends on one person
What we put in place
A stable foundation
Bookkeeping built for venture pace. If the books have drifted, we reset accuracy first so the financials reflect reality and leadership can stop second-guessing every number.
Reporting on a fixed cadence
The same story told the same way every month. Consistency is what makes a metric useful. Without it you are tracking noise and calling it a dashboard.
Metrics with fixed definitions
MRR, CAC, churn, burn, and runway calculated identically across time, teams, and board conversations, with the definitions written down.
Forward-looking planning
Budgeting and forecasting that supports hiring decisions, runway planning, and the tradeoff between growth and efficiency.
Controller and CFO-level oversight
Executive-level thinking without the full-time cost. Someone to pressure-test your assumptions before the board does it for you.
Common questions
How fast can you get us board-ready?
We stabilize the close and fix the highest-impact gaps first, then build the reporting cadence. Most companies feel the difference inside two closes.
Do you handle ASC 606?
Yes. Deferred revenue, multi-element arrangements, and the documentation an auditor will ask for.
Will you work with our CPA and tax team?
Yes. We do not prepare returns. We hand your CPA clean books and handle the questions that come back.
What does onboarding look like?
Assessment, then cleanup and structure, then a monthly close and reporting cadence you can plan around.
What tools do you work with?
Cloud accounting stacks and modern reporting workflows, aligned to what you already run rather than a migration you did not ask for.
Are you ready for a first audit?
Yes. We get you audit ready and then carry the weight of the request list so your team is not buried in it.
Related reading: accounting for tech companies, SaaS revenue recognition under ASC 606, and SaaS metrics tracking.
Start with a clarity call.
Thirty minutes with a partner. Bring last month's P and L if you have it. You will leave with a straight answer about whether we can help, including when the answer is no.
Book a clarity call