01 — Accounting Services

Keep your books clear, accurate, and stress-free.

Cash flow is the lifeblood of SaaS. We handle bookkeeping, customer collections, vendor management, and payroll so your finances run smoothly. GAAP/IFRS-compliant reporting with the SaaS KPIs your board actually asks for — ARR, MRR, churn, CAC, LTV.

  • ✓ Daily bookkeeping & bank reconciliation
  • ✓ Revenue recognition (ASC 606) done right
  • ✓ ARR, MRR, churn, CAC, LTV reporting each close
  • ✓ Customer collections & AP management
  • ✓ Payroll, benefits, and contractor ops
  • ✓ Audit-ready binder built as you close
  • ✓ Target: 7-day month-end close, every month
Talk to accounting
SaaS Metrics — April 2026
Board-ready KPIs
ARR+18.4% QoQ$14.2M
Net Revenue RetentionStrong118%
Gross MarginOn target76%
Logo Churn (TTM)Watch4.2%
CAC PaybackEfficient11 mo
02 — Business Partnering

Strategic finance partnering that keeps you funded, focused, and board-ready.

Scaling SaaS takes more than clean books — it takes foresight. Our business partners sit alongside your leadership team to build forecasts, run "what if" scenarios, and prepare investor-ready models so you can fund growth without surprises. From board reporting to process improvements, we give you the strategic insight to scale confidently.

  • ✓ Driver-based financial models & forecasts
  • ✓ Investor decks, board packs, and KPI dashboards
  • ✓ Scenario planning & runway analysis
  • ✓ Fundraising prep — seed through Series D
  • ✓ Unit economics, cohort analysis, LTV:CAC deep dives
  • ✓ Cap table modeling & dilution scenarios
From operator to exit

$1M — $100M ARR

We guide SaaS companies across the full scale arc — from seed-stage founder-led finance to Series D board committees, and eventually into sell-side M&A diligence. One team, one playbook.

$1M
Min ARR served
$100M
Max ARR served
03 — Buy-Side M&A

Source, evaluate, and integrate acquisitions that accelerate growth.

Bad acquisitions sink good companies. We help you scout the right targets, run rigorous due diligence, and build ROI-driven valuations so you don't overpay. Post-deal, we design finance processes and integration plans that make sure synergies actually show up on the bottom line.

  • ✓ Target sourcing against your strategic criteria
  • ✓ Quality of Earnings (QoE) and financial DD
  • ✓ SaaS-specific valuation: ARR multiple, Rule of 40, cohort quality
  • ✓ Working-capital and net debt mechanics
  • ✓ Synergy modeling — with proof, not hand-waving
  • ✓ Day-1 & Day-100 integration planning
Discuss a target
Buy-Side QoE — Target A
Adjusted EBITDA bridge
Reported EBITDABase$4.2M
One-time legalAdd-back+$380K
Owner comp normalizationAdd-back+$220K
Deferred rev write-downDeduct−$140K
Adjusted EBITDAFinal$4.66M
04 — Sell-Side M&A

Position your company for a premium exit with clean numbers and the right buyers.

When it's time to sell, sloppy financials can cut your valuation in half. We prepare you early: cleaning up earnings, building compelling buyer packages, and running targeted outreach. From negotiations to closing, we manage the transaction so you maximize value and minimize disruption.

  • ✓ 6–12 month exit readiness program
  • ✓ Seller Quality of Earnings, proactively
  • ✓ Confidential Information Memorandum (CIM)
  • ✓ Targeted strategic & PE buyer outreach
  • ✓ LOI review, negotiation, working capital peg
  • ✓ Diligence room management through close
Clean books sell

Every number, defensible.

We've seen buyers cut valuations 30–50% because sellers showed up with unreconciled deferred revenue, aggressive add-backs, or undocumented churn. Exit readiness is a finance problem, and we fix it before the LOI.

30–50%
Typical valuation lift
6 mo
Recommended prep lead time
End-to-End

One team, every stage of SaaS growth.

From founder-led books to board-governed finance offices, from first acquisition to eventual exit. We focus exclusively on subscription businesses, which means we actually know your metrics.

Clean Books

Bookkeeping, revenue recognition, and AR/AP that pass investor scrutiny from day one.

Business Partnering

Board packs, forecasts, fundraising prep, and the rigor your Series B lead will expect.

Buy-Side Deals

Diligence, valuation, and integration for tuck-in acquisitions that actually ship synergies.

Sell-Side Exit

CIM, buyer outreach, negotiation, and diligence management through signing and close.

Let's find the module that moves the needle first.

Free assessment. No commitment. Tailored to your ARR, stage, and goals.

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