SaaS Accounting & Tax Services
Revenue recognition under ASC 606, MRR/ARR dashboards, R&D credit work, multi-state nexus, and fractional CFO support for SaaS companies from seed to growth-stage.
Why saas businesses need accounting built for them.
SaaS accounting is where revenue recognition gets misapplied. ASC 606 requires revenue to be recognized as performance obligations are satisfied, not when cash is collected. Annual prepayments, multi-element arrangements, usage components, setup fees, and contract modifications all require specific treatment. Get this wrong and lender or investor diligence catches it; get it right and your company looks ready for institutional capital.
What we deliver for saas clients.
Every engagement combines our core accounting practice with the industry-specific knowledge saas businesses need.
SaaS Bookkeeping
Bookkeeping built for ASC 606 with deferred revenue waterfalls and contract-level tracking.
Tax Preparation
Federal and state returns including R&D credit substantiation and multi-state nexus analysis.
Tax Planning
Year-round planning including R&D credit utilization, equity compensation, and entity structure for VC financings.
Payroll
Multi-state remote-team payroll with stock-comp event tracking.
Fractional CFO
Investor-grade reporting, fundraising support, and quality-of-earnings preparation.
Financial Reporting
GAAP-compliant financial statements for lenders, investors, and acquirers.
Practice depth, documented standards, accountable people.
We hold ourselves to documented editorial standards, a published client success methodology, and the compliance posture appropriate to a U.S. professional accounting firm. Specifically for saas engagements:
- ASC 606 revenue recognition implementation and ongoing application
- MRR, ARR, churn, NRR, and cohort retention reporting
- Deferred revenue waterfalls and contract-modification accounting
- R&D tax credit identification and substantiation
- Multi-state sales tax for SaaS (the rules vary by state)
- Stock-based compensation accounting under ASC 718
- Quality-of-earnings preparation for Series A through Series C diligence
We are not a CPA firm. For engagements requiring CPA attestation, we coordinate with our licensed CPA partner network. We do not exaggerate credentials, and the named team on your engagement is the team that performs the work.
FAQ for saas clients
Do you work with pre-revenue startups?
Yes. Pre-revenue engagements focus on clean books, R&D credit foundation work, and the entity-structure decisions that matter before funding.
Can you do ASC 606 from scratch?
Yes. If you have been recording subscription revenue on a cash basis, we rebuild revenue recognition under ASC 606 with proper deferred revenue waterfalls.
What about quality-of-earnings work?
Quality of earnings preparation for buyer-side diligence is part of our fractional CFO practice. We prepare; the buyer's own accountants typically perform the independent QoE.
Do you handle stock-based compensation?
Yes. ASC 718 accounting for options and RSUs is part of our SaaS practice, including the 409A valuation coordination.
Three steps from here to a working engagement.
Generate a quote
Eight questions, 90 seconds, a locked final monthly price scaled to your specific saas profile.
Discovery call
A 20-minute call to confirm the scope, meet your account lead, and align on the engagement details.
Onboard in 2 to 6 weeks
We rebuild your books to a clean baseline and run our first monthly close in parallel before fully taking over.