Our Services

1 

Bookkeeping and monthly close

This is our core service subscription, providing daily bookkeeping and a 30-day monthly close process.  We'll code transactions each day using rule-based processes and ask about new vendors or unusual transactions weekly.  You'll be in direct contact with your dedicated, US-based team member and receive a monthly walkthrough video of your balance sheet and profit and loss statements and a workbook of supporting accounting schedules.

We support QuickBooks Online and Xero accounting platforms.​

2

Early close

Have a need for speed? This add-on service provides a faster 15-day close and is a popular choice with our venture capital backed SaaS companies.  Move to the front of the line with this upgrade.

3

Accounts payable

When your expenses move beyond autopay SaaS subscriptions and payroll, the process of tracking accounts payable in your books and paying bills can be time consuming.  This add-on service provides bill payment assistance.  We'll prepare the bill to be paid using BILL or Ramp and sync to your accounting platform.  You keep control by giving the final approval for the bills you want to pay. 

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We can also prepare and file Form 1099s.

4

Income taxes

Preparing SaaS company tax returns has particular nuances, including research and development credits, effects of various fund raising structures, and deferred revenue. Relying on a tax generalist can have a significant impact to your SaaS company, founders and investors.  Our specialized CPAs will ensure you are taking advantage of your qualified tax deductions and credits.  We can assist with the business income tax returns and founders' individual tax returns in this add-on service.

5

Sales taxes

As soon as your company generates sales, you should be thinking about sales taxes.  States have become increasingly aggressive in establishing rules to tax SaaS sales.  Failing to charge your customers and remitting sales taxes can create an ever growing liability that can prevent or discount future fundraising and exits.  In this add-on service, we can assist you in navigating sales taxes, registering to file sales taxes and preparing the monthly sales tax filings.