Industries

SaaS

ASC 606 revenue, SaaS metrics and multi-state sales tax for subscription software.

Subscription businesses live and die by recurring revenue, retention and cash efficiency. We build finance functions that report ARR, net revenue retention and CAC payback accurately, and that stand up to investor diligence.

Common challenges

Recognizing annual prepaid contracts correctly under ASC 606
Sales tax on SaaS varies state by state
Capitalizing software development costs
Investor-grade metrics that tie back to the books

How we help

Deferred revenue waterfalls automated from Stripe or Chargebee
Product taxability matrix and automated filings
R&D credit studies with payroll tax offset
Monthly SaaS metrics pack and board-ready reporting

Recommended services

Fractional CFO
Forecasting, fundraising support, board reporting and unit economics from an experienced CFO, part-time.
From $3,500/mo
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Sales Tax & VAT-style Compliance
Nexus studies, registrations and monthly filings across every state where you sell, plus VAT support for cross-border sales.
From $450/mo
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Corporate Tax
Federal, state and city corporate tax planning and filing for C-corps, S-corps and partnerships.
From $3,500/yr
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Specialists in the sectors we serve

E-commerce
Inventory accounting, marketplace reconciliations and sales tax for DTC and Amazon brands.
Professional Services
Project profitability, partner compensation and tax planning for agencies, consultancies and law firms.
Healthcare
Practice accounting, payer reconciliation and entity structuring for medical and dental groups.