Fractional CFO for SaaS & Technology Companies
Fractional CFO and Controller services for SaaS, software, and growth-stage tech companies. ASC 606, runway management, board-ready reporting, investment readiness.
Technology Companies Grow Fast. Their Accounting and Finance Functions Usually Don't.
SaaS metrics, ARR, MRR, churn, LTV, CAC, deferred revenue, stock-based compensation — technology companies operate on financial metrics and accounting concepts that most CFOs outside the sector don't understand fluently. We do. And we know how to build the accounting and finance infrastructure that keeps up with the pace a technology business demands.
We work with SaaS businesses, IT services companies, managed service providers, and technology-enabled services firms. The common challenge: businesses growing faster than their accounting and finance function can support — and leadership making decisions without the financial visibility to make them well.
We build the accounting and finance infrastructure that gives technology leadership what it needs — the metrics, the reporting, and the forward-looking financial picture that supports good decisions at every stage.
Where We Focus
The Accounting and Finance Issues That Define Technology Businesses.
SaaS Metrics & Revenue Recognition
ARR, MRR, churn, expansion revenue, net revenue retention — these are the metrics that drive valuation and investor confidence in a SaaS business. We build the reporting infrastructure that produces accurate SaaS metrics, and the revenue recognition accounting that reflects ASC 606 correctly — so the financials support the story leadership is telling investors and acquirers.
Deferred Revenue Management
Annual contracts billed upfront create deferred revenue that has to be recognized correctly over the contract period. Getting it wrong overstates current period revenue and understates the liability on your balance sheet. We build and manage the deferred revenue schedule that keeps your revenue recognition accurate and your balance sheet clean.
Unit Economics & CAC/LTV
Customer acquisition cost and lifetime value are the core unit economics of a subscription business. Understanding them accurately requires accounting that correctly allocates sales and marketing costs to new customer acquisition and separates them from retention and expansion. We build the accounting and reporting that produces defensible unit economics — not approximations.
Investor & Board Reporting
Technology investors expect a specific reporting package — board deck financials, KPI dashboards, cohort analysis, burn rate, runway. Producing it manually every month from a basic accounting system is time-consuming and error-prone. We build the reporting infrastructure that produces the investor package reliably, on time, and in the format your board expects.
Burn Rate & Runway Management
For venture-backed and growth-stage technology companies, burn rate and runway are existential metrics. We build the cash flow modeling and scenario analysis that gives leadership an accurate, real-time picture of burn and runway — and the planning framework to make decisions about headcount, marketing spend, and product investment with full awareness of the financial consequences.
Fundraising & Investor Readiness
Investors look at the quality of your financial reporting as a proxy for how well the business is run. Clean books, accurate metrics, and a CFO who can answer hard questions about the financials are table stakes for a credible fundraise. We prepare technology companies for investor scrutiny — the financial package, the data room, and the CFO presence that gives investors confidence.
Start Here
Know Where Your Accounting and Finance Function Actually Stands.
The Financial Discovery Assessment™ finds what your accounting and finance function is costing you, puts a dollar value on it, and builds a roadmap designed for how technology businesses actually work.
Work With Us
Let's Talk About Your Technology Business.
Tell us about the business — the model, the stage, and what's driving you to look at accounting and finance now. We'll tell you honestly what we think.
Schedule a Discovery Call
How can we help? No pitch, no pressure — just a real conversation.