MRR, ARR, deferred revenue, and subscription metrics. We speak your language, track your metrics, and help you scale, right here in San Francisco.
MRR, ARR, deferred revenue, and subscription metrics. We've worked with dozens of saas & software companies in San Francisco. 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 San Francisco.
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
Run a tighter ship with a controller at the helm. Process improvement, internal controls, and accounting oversight Tailored specifically for saas & software companies in San Francisco.
Evaluate current processes and identify control weaknesses.
Create optimized workflows with proper checks and balances.
Roll out new processes with training and ongoing oversight.
Based in Boston, we work with saas & software companies across the country.
We serve saas & software businesses throughout the San Francisco metro area. Our controller 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 bookkeeper records what happened. A controller guarantees the output is right and designs the controls that keep it right. The practical test: "did this transaction get coded correctly" is a bookkeeping question; "is this customer segment margin-positive after support cost" is a controller question, and no amount of bookkeeping hours will answer it.
Any two of these together usually means the role is overdue: your close has slipped from 10 days to 20 without a matching jump in volume; you have restated numbers more than once this year; nobody owns the chart of accounts; your CPA is doing cleanup at year-end; or the same person both approves and pays invoices.
Yes, and that is the most common setup. We insist the controller is a different person from whoever does the bookkeeping — independent review is the entire value of the role. If the same person records and reviews, you have bought a title, not a control.
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.
