Fractional CFO, accounting, tax planning, and transaction advisory for technology companies, SaaS businesses, and software founders.
Build a clearer financial picture of your technology business with coordinated accounting, CFO support, and tax planning.
Bring revenue, recurring commitments, development spending, customer economics, and cash-flow forecasts into a useful financial reporting process.
Evaluate hiring, product investment, pricing, and financing through financial forecasts and practical scenario analysis.
Coordinate business financial management with tax planning, founder goals, and preparation for financing, acquisitions, or an eventual exit.
Organize subscription revenue, deferred revenue, expenses, and management reporting around your business model.
Evaluate cash runway, budgets, recurring revenue, retention, margins, and the financial effect of strategic decisions.
Coordinate tax planning and financial due diligence with financing, acquisition, and exit objectives.
Schedule a consultation to discuss your reporting, cash runway, tax planning, or transaction goals.
Recurring revenue does not automatically create predictable cash flow or sustainable profitability. Technology businesses need financial reporting that connects customer economics, operating costs, and product investment with growth plans.
We support software founders, subscription businesses, IT consultants, managed service providers, and other technology companies. Financial guidance is tailored to your stage, revenue model, and operational complexity.
Our bookkeeping and accounting services help organize revenue, recurring expenses, receivables, and management reporting. Where relevant, we help evaluate subscription billing and deferred-revenue processes with the appropriate accounting professionals.
Our fractional CFO services can include budgets, cash-runway forecasting, recurring-revenue reporting, customer acquisition and retention metrics, gross-margin analysis, and scenarios for hiring, pricing, or product investment. The metrics we use depend on your business model and available data.
Coordinate tax planning and tax preparation with business structure, owner compensation, development spending, and growth plans. We connect those discussions with the founder’s personal financial goals.
Our business consulting and advisory supports financial due diligence, scenario modeling, working-capital analysis, and preparation of financial records for prospective lenders, investors, or buyers, in coordination with your transaction team.
Operating as a solo consultant or independent developer? Visit our Solopreneurs page. Explore all industries we serve or schedule a consultation.
The sooner you start planning, the more money you can save and the stronger your financial foundation will be. Let's get started today.
