MRR, ARR, deferred revenue, and subscription metrics. We speak your language, track your metrics, and help you scale, right here in Sacramento.
MRR, ARR, deferred revenue, and subscription metrics. We've worked with dozens of saas & software companies in Sacramento. We understand your business model, your challenges, and what metrics matter most to you and your investors.
Full-stack financial services tailored to saas & software businesses in Sacramento.
Expert bookkeeping at a fraction of the cost
Bank reconciliations, transaction categorization, and monthly close
Run a tighter ship with a controller at the helm
Process improvement, internal controls, and accounting oversight
Standard and custom financial reporting
Financial statements, custom reports, and GAAP compliance
Budgeting, forecasting, variance analysis
Financial planning and analysis to drive strategic decisions
Strategic financial leadership when you need it
Financial strategy, fundraising support, and board-level reporting
Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting Tailored specifically for saas & software companies in Sacramento.
Deep dive into your financials and strategic goals.
Develop financial strategy and reporting cadence.
Ongoing strategic support and stakeholder management.
Based in Boston, we work with saas & software companies across the country.
We serve saas & software businesses throughout the Sacramento metro area. Our cfo advisory services are available for companies of all sizes.
Take our 2-minute quiz to get a personalized recommendation for your saas & software business.
Find My Solution →A fractional CFO is one senior person selling you one or two days a month, and everything they produce is bounded by the hours you bought. An outsourced CFO is the whole function — CFO judgment plus the controller and accounting layers beneath it. Ask what breaks if this person is unavailable for two weeks. If the answer is "we delay a decision," fractional is fine. If it is "we do not close the month," you need a function.
Onboarding runs 30–60 days. The first two weeks are diagnostic — reviewing your chart of accounts, prior closes and systems. Expect the first clean close under the new process in month two, not month one.
The bookkeeping still has to happen, but it is included in the engagement rather than something you buy separately. Having a CFO do bookkeeping is the most expensive way to buy it — roughly five times the market rate for work a staff accountant does better.
Yes. We specialize in SaaS companies and understand deferred revenue complexity. Our team knows the metrics that matter: MRR/ARR, Churn Rate.
Yes. We work with clients across the West Coast and nationwide. Our team operates in Pacific time and can accommodate your schedule.
Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.
