Learn more about how we can help you with your SaaS company.
Here’s how we can help streamline your financial processes:
Tech Stack Implementations
Are you using the best tools for the job? We’ll review your current software stack to see if there are more efficient or scalable solutions available. We can also review for redundant or manual tasks that can be automated. We’ll identify inefficiencies and recommend tools or strategies to improve productivity.
Custom-Tailored Record-Keeping
We’ll help you set up a chart of accounts that speaks directly to your industry, services, and unique business model, ensuring every transaction is tracked with absolute clarity.
Timely & Efficient Invoicing
Get paid faster! We ensure your invoicing is prompt, clear, and aligned with your agreements—whether that’s at the time of service delivery or based on project milestones. Cash flow is the lifeblood of your business, and we help you keep it flowing.
Mastering Cash Flow Management
With expert guidance, you’ll maintain a steady cash flow and make sure your business has the liquidity it needs to thrive, even during lean months.
Financial Models and Analysis
Know exactly which services and clients are driving your profits. We’ll calculate your service margins to pinpoint areas for growth and ensure your services remain profitable.
KPI Tracking
A successful business needs clear, measurable goals. We’ll help you establish the right KPIs (Key Performance Indicators) that align with your strategic objectives and implement customized financial dashboards for easy monitoring.
Revenue & Growth: Consistent sales growth requires proper revenue recognition (e.g., ASC 606).
Profitability Metrics: Includes gross margin, operating margin, and net income.
Customer Acquisition Cost (CAC): The cost to acquire a new subscriber.
Customer Lifetime Value (CLV): The total revenue expected from a subscriber.
Churn Rate: The percentage of customers who stop purchasing.
CFO & Fundraising
Know exactly which services and clients are driving your profits. We’ll calculate your service margins to pinpoint areas for growth and ensure your services remain profitable.