Revenue recognition, burn tracking, COGS margins, utilization rates - every industry has its own financial language, whether you're a venture-backed startup or an established, profitable business. We speak yours.
We work within the specific constraints of your industry's revenue model, compliance needs, and financial metrics. Generic accounting misses what matters most - here is how we approach each vertical.
Most SaaS companies outgrow their accounting setup before they realize it. Cash-basis books understate deferred revenue, ARR gets calculated outside the accounting system, and investors see numbers that don't reflect the actual subscription model. We build the financial foundation that holds up at every funding stage.
Accounting + Controller for the close and reporting layer, with Fractional CFO added as the company approaches a fundraise or needs board-level financial leadership. Most SaaS companies start with Accounting + Controller once MRR passes $50K and add CFO support as Series A approaches.
Early-stage companies that set up their accounting correctly move faster and raise cleaner. Those that don't spend months in cleanup before every due diligence process. We get the foundation right from day one - chart of accounts, accrual basis, equity tracking - so your books tell the same story your pitch does.
Often starts with Cleanup to fix pre-funding books, then transitions into Accounting + Fractional CFO for ongoing operations, board reporting, and fundraise support. Getting the foundation right before the raise - not during - gives you control over the timeline and the narrative.
E-commerce accounting breaks down fast when transaction volume scales. Shopify payouts don't match revenue. COGS is estimated, not tracked. Sales tax across states is an afterthought until it isn't. We handle the volume and complexity so your margin picture is accurate and your close doesn't take three weeks.
Accounting handles the high-volume close and COGS tracking. Controller adds margin analysis and oversight. Operational support often runs alongside to connect Shopify, inventory tools, and QuickBooks cleanly.
Service businesses - agencies, consulting firms, medical practices, and creative studios - share a common challenge: revenue timing and profitability are hard to see clearly. Retainers get recognized when invoiced, not when earned. Project margins are unknown until after delivery. We build the reporting infrastructure that shows what's actually profitable, regardless of how you bill.
Most service firms start with accounting and add controller services for client-level margin reporting. CFO engagement typically triggered by scaling headcount, fundraising, or planning an acquisition.
Short call to walk through your scoped proposal, introduce your team, and align on first-month priorities tuned to your industry.
We audit your books, fix historical issues, connect your tools, and build the chart of accounts your industry needs.
Monthly close, reporting, and advisory on a predictable schedule so you have clear visibility into where you stand.
Book a call and we will assess the fit. No commitment, no pressure.