What we offer
Three services, each built around a specific need
No bundled packages designed to maximise billing. Each service has a clear scope and a clear purpose — you take what fits your situation.
← Back to homeHow to think about which service fits
The three services below address different points in a SaaS business's finance maturity. Some businesses start with all three; others begin with one and add as their needs develop.
If you're not sure which applies to you, the Finance Operations Review is usually a useful starting point — it gives a clear picture of where things stand before committing to ongoing work.
When in doubt, get in touch. A short conversation is usually enough to get a sense of what would actually help.
SaaS Bookkeeping & Revenue Recognition
Careful bookkeeping with revenue recognised appropriately over the subscription term, so your figures reflect the model accurately. Built for software businesses that want recognition handled correctly from the start — not adjusted at year-end.
What's included
- Monthly bookkeeping close
- Revenue recognition applied per ASC 606 / IFRS 15
- Deferred revenue tracking by subscription
- Chart of accounts structured for a subscription model
- Monthly P&L and balance sheet
- Annual close support
Well suited for
SaaS businesses that want their books handled correctly from the start, or that are currently using a general accountant and finding the recognition treatment doesn't fit the subscription model.
Recurring-Revenue Metric Reporting
Clear reporting on recurring-revenue measures and movements, written so founders can act on them without ambiguity. Designed for teams that want dependable metrics alongside tidy books — not a separate spreadsheet that drifts from the financials.
What's included
- Monthly MRR and ARR movement report
- Churn and expansion tracking
- Net revenue retention calculation
- Metric definitions documented and applied consistently
- Written commentary on notable movements
- Investor-shareable format on request
Well suited for
Teams tracking MRR in a separate spreadsheet that doesn't always agree with the books, or founders who want reliable recurring-revenue figures without building an internal analytics function.
Finance Operations Review
A fixed-scope, one-time engagement
A practical review of how billing, recognition, and reporting connect in your current setup, with proportionate suggestions to tidy the flow. We look at what's working, what's creating friction, and where small changes would have the most meaningful impact. No pressure to expand scope after delivery.
What's included
- Review of current billing, recognition, and reporting setup
- Assessment of recognition treatment against ASC 606 / IFRS 15
- Identification of friction points between billing and books
- Written findings with prioritised, practical suggestions
- Follow-up call to walk through findings
- No obligation to engage further
Well suited for
Businesses that have been operating for a while and want a clear-eyed assessment of how their finance setup is working before making changes — or before an upcoming raise or audit.
Quick comparison
A summary of what each service covers.
| SaaS Bookkeeping | Metric Reporting | Finance Review | |
|---|---|---|---|
| Pricing | $420 / mo | $360 / mo | $680 once |
| Ongoing or one-time | Ongoing monthly | Ongoing monthly | One-time engagement |
| Revenue recognition | — | Assessment only | |
| Monthly close | — | — | |
| MRR / ARR reporting | — | — | |
| Churn & expansion metrics | — | — | |
| Setup assessment & recommendations | — | — |
Services can be combined. Many clients use SaaS Bookkeeping and Metric Reporting together for an integrated monthly package.
A few common questions
Things that come up regularly when people are deciding whether to get in touch.
Do I need to use all three services?
How do I know which service to start with?
What tools do you work with?
How long does onboarding take?
Not sure which service fits?
Get in touch with a short description of your current setup. We'll tell you honestly what would help and what wouldn't — and if none of our services are the right fit for where you are, we'll say that too.
Get in touch