SaaS & Tech
Architectural Framework for Recurring Revenue
We provide the architectural financial framework for recurring revenue models. Algorithmic modeling ensures real-time burn rate visibility for scaling from Seed to Series A.
Revenue Recognition (ASC 606)
>Key Deliverables:
- Dedicated account manager & support channel
- Automated bank feed reconciliation
- Monthly accrual accounting & financial statements
- Real-time SaaS dashboard access
The Automated Close Workflow
Automate complex revenue schedules for SaaS subscriptions, giving you and your board complete confidence in your GAAP financials.
Bank & SaaS API Integration
AI-Assisted Transaction Mapping
Accurate Month-End Financials
Unit Economics (CAC/LTV)
Understand your true customer acquisition cost and lifetime value. We build custom dashboards to track the metrics that matter most to investors.
Key Deliverables:
- 3-statement financial modeling
- Monthly strategy meetings
- Board deck preparation & metric tracking
- Scenario planning & runway analysis
Pricing Tier:
Enterprise
Projected Runway
18.4 Months
Scenario A: Normal Hire
Scenario B: Aggressive Hire
R&D Tax Credit Maximization
Identify and claim every dollar of qualifying software development expenses. Our average SaaS client saves over $1.2M annually.
Key Deliverables:
- Quarterly estimated tax calculations
- R&D tax credit studies (SaaS/Tech)
- Entity structure optimization (LLC vs C-Corp)
- Federal & State tax return filing