Revenue isn't revenue yet
Annual prepayments must be recognized monthly. Cash-basis books overstate good months and hide real MRR movement.
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SaaS & startups
Startup reporting may include accrual-basis records, deferred-revenue schedules, MRR movement, burn, and runway. Accounting policies and investor-report requirements are confirmed with the client and their advisors.
The problems we fix
Runway is a guess
Without accrual books and clean burn reporting, you don't know your true runway, and neither do your investors.
Diligence requests
Organized ledgers and supporting schedules can make it easier to respond when investors or lenders request financial information.
What we handle
- ✓Accrual-basis books with deferred revenue schedules
- ✓MRR/ARR, churn & expansion tracking
- ✓Burn rate & runway reporting, monthly
- ✓R&D expense categorization for tax credits
- ✓Cap-table-friendly equity & SAFE/convertible entries
- ✓Board & investor reporting packages
Discuss your workflow
Tell us how your saas & startups books are currently organized.
We'll ask about your platform, accounts, backlog, reporting needs, and available records before proposing a scope.
Request a consultationCompare platform workflowsCommon questions
Cash or accrual, which do we need?+
The reporting basis should be selected with the client's CPA or accounting advisor based on tax, lender, investor, and management needs.
Can you produce investor reporting?+
MRR movement, burn, runway, and headcount-cost reports may be included when definitions and data sources are agreed in advance.
We're pre-revenue. Is this overkill?+
The appropriate scope depends on activity, funding, reporting needs, and budget. A lightweight setup may be sufficient for a pre-revenue company.
Don't see your exact situation? Ask us directly →