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No one knows SaaS & tech startups better

Get the bookkeeping, tax strategy, and CFO expertise built for fast-growing software companies.

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Trusted by leading SaaS and tech companies

Built for SaaS & Tech Founders

SaaS finance is our specialty

With over 10 years of experience, we have worked with 120+ SaaS and tech startups, from pre-seed to Series C. Our bookkeeping, tax, and CFO services align with recurring revenue models, burn tracking, and investor reporting. Whether you are preparing for a raise or managing runway, we deliver boardroom-ready numbers every month.

Advisors who know your stack

Work with a dedicated expert who understands SaaS finance and your toolset, including Stripe, QuickBooks, Gusto, Deel, Expensify, and more. We set up and manage your full back office: cash sweep accounts, payroll, expenses, and reporting systems—built to scale as you do.

Precision powered by people + technology

We sync directly with your finance tools to deliver clean, audit-ready books. Our software flags errors instantly, and every line is reviewed by our team before closing. The result: 99.9% accuracy across 1,000+ monthly reports and peace of mind you can grow with.

Your complete finance stack

Bookkeeping

We manage your monthly close, handle reconciliations, and deliver error-free financials with SaaS-specific metrics like MRR, ARR, and deferred revenue. All reviewed by experts, not just software.

Cloud-based Accounting

Access your books anytime through tools like QuickBooks, Xero, and Stripe. We set up your entire cloud stack, automate data flows, and keep everything synced and audit-ready.

Virtual CFO support

Plan smarter with a dedicated virtual CFO. From cash flow forecasting to board prep and investor updates, we guide you through funding, growth, and beyond.

Insights to Keep You Balanced

Guide

Content ListBookkeeping and Accounting – Understanding the Key DifferencesContent List

In a rapidly changing corporate landscape, businesses are growing, requiring more staff and expansion. Thus, this eventually leads to more financial management and that’s the time most businesses ask “who to hire” for financial assistance. But then the million-dollar question arrives: do you want bookkeeping services or accounting services? Let’s dig into it!

Post Category : Bookkeeping

Guide

What Is a Virtual CFO and Why Do Small Businesses Need One?

In recent years, the demand for outsourced financial services has been increasing, and technological advancement has fueled this trend further, where businesses constantly seek outsourced solutions, and providers are trying to enhance their visibility.

Post Category : VIRTUAL CFO

Guide

14 Reasons Why QuickBooks is the Core Cloud Accounting Software for Small Businesses

The time has changed, and businesses are being swept up in a digital revolution. With more companies going online and operating remotely, traditional accounting methods are quickly becoming obsolete.

Post Category : VIRTUAL CFO

Guide

Bookkeeping Services Price List: Understanding Costs for Your Business

When it comes to managing your finances effectively, understanding the bookkeeping services price list is essential. Many small businesses often struggle with the complexity of maintaining accurate financial records, which is where professional bookkeeping services come into play. These services not only keep your accounts organized but also provide peace of mind, ensuring you can focus on your core business operations.

Post Category : Industry news

Guide

Bookkeeping for Medical Practices: How to Ensure Financial Health

Bookkeeping for medical practices doesn’t have to be complicated. With the right approach, technology, and systems in place, you can easily manage your practice’s finances and ensure no revenue slips through the cracks.

Post Category : Industry news, Useful articles

Guide

Balancing the Books Why Sound Healthcare Accounting and Bookkeeping is Vital For Your Practice!

In the ever-evolving healthcare industry, healthcare accounting and bookkeeping often take a back seat as practitioners are focused on patient care.

Post Category : Industry news, Useful articles

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