Tech Startups & SaaS
Subscription revenue creates accounting complexity. We structure your books to support fundraising, track the right metrics, and handle multi-state compliance as you scale.
Subscription Revenue Is Different
A customer pays you $12,000 for an annual subscription in January. That is not $12,000 of revenue in January. It is $1,000 of revenue recognized each month with $11,000 sitting in deferred revenue. Most bookkeepers just record what hits the bank. This creates financials that look wildly different from your actual performance and makes your metrics unreliable.
Your MRR, ARR, and churn calculations depend on properly structured books. If revenue recognition is wrong, your dashboards are lying to you. We set up your accounting to match how SaaS businesses actually work so your financial statements and your operating metrics tell the same story.
Revenue Recognition Done Right
Revenue Recognition Done Right
Annual prepays, monthly subscriptions, usage-based components, and one-time setup fees all get recognized differently. We structure your chart of accounts and booking process to handle the complexity without manual workarounds each month.
Metrics That Match Reality
Metrics That Match Reality
Your MRR dashboard should reconcile to your books. When it does not, you are making decisions based on conflicting data. We ensure your financial statements support accurate metric calculations so you know exactly where the business stands.
When Investors Check Your Homework
Due diligence kills deals. A term sheet means nothing if the investor’s accountants find a mess when they look at your books. Revenue recognized incorrectly, expenses miscategorized, no clear documentation. These problems lower valuations or end conversations entirely.
Leticia spent years preparing for and supporting due diligence on the acquisition side. She knows exactly what investors and acquirers look for because she was the person looking. Your books should be ready for scrutiny before someone asks, not scrambled together after a VC schedules a call.
Clean Before You Need It
Clean Before You Need It
Fundraising timelines are unpredictable. An intro turns into a partner meeting faster than you expect. We keep your financials current and accurate so you never have to delay a conversation while you clean up months of neglected bookkeeping.
Documentation That Holds Up
Documentation That Holds Up
Revenue policies, expense approvals, contractor agreements. Due diligence involves more than financials. We help you build the documentation practices that demonstrate you run a real business with proper controls.
Scaling Brings Complications
Your first few hires were local. Now you have engineers in three states and a sales rep in a fourth. Each state has its own payroll tax requirements, registration deadlines, and compliance rules. Missing these creates penalties and back taxes that catch founders off guard.
Then there is sales tax. Nexus used to require a physical presence. Now economic nexus means selling to enough customers in a state can trigger registration requirements. As your customer base spreads across the country, your compliance obligations multiply in ways that are easy to ignore until a notice arrives.
Multi-State Payroll
Multi-State Payroll
Remote teams are normal in tech. But each state where you have an employee requires registration, tax withholding, and quarterly filings. We handle the multi-state complexity so you can hire the best person regardless of where they live.
Sales Tax Nexus
Sales Tax Nexus
Software sales trigger nexus thresholds faster than physical goods. We track where your revenue comes from, identify states where you have crossed the threshold, and manage the registration and filing so you stay compliant before it becomes a problem.
Build Without the Distraction
You started a company to build something, not to become an expert in deferred revenue schedules and quarterly payroll filings. The financial burden should not fall on you when you have product to ship and customers to serve.
We handle the accounting infrastructure so you can focus on growth. When an investor asks for financials, they are ready. When you need to calculate runway or model different scenarios, the data is there. The goal is confidence in your numbers without spending your own time creating them.
Always Ready
Always Ready
Whether it is a board update, investor request, or acquisition conversation, your books are current and accurate. No scramble to reconstruct months of transactions. No embarrassing questions about why your numbers do not add up.
Strategic Guidance
Strategic Guidance
Cash flow forecasting, burn rate tracking, runway calculations. Beyond recording transactions, we help you understand what the numbers mean for your decisions. This is what fractional CFO support looks like for early and growth stage companies.
The Merrimack Valley's Trusted Accounting Partner
The Next Step:
A 15-Minute Call
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.