Business Details
15 Years
experience
Your Trusted SaaS Accounting Partner
Founded in 2011, we are a specialized accounting firm dedicated to serving SaaS and online businesses. Our mission is to simplify complex financial processes through modern tools and transparent communication. With a team of CPAs and accounting professionals, we provide tailored solutions including bookkeeping, payroll management, and financial forecasting. Our expertise in SaaS-specific accounting challenges, such as subscription revenue tracking and global payroll, enables clients to focus on growth while maintaining financial clarity.We prioritize accuracy, honesty, and efficiency, leveraging technology like Slack and Zoom for real-time collaboration. Our decade-plus experience supporting companies from startups to $1.1 billion enterprises underscores our commitment to delivering scalable, client-centric services.
Services
GAAP Bookkeeping
Payroll Services
Business Forecasting
Global Team Support
Tax Compliance
Financial Reporting
Subscription Management
Equity Tracking
Cash Flow Analysis
Investor Reporting
Details
- Year established: 2011
Highlights and features
- We specialize exclusively in SaaS accounting with 14 years of industry-specific expertise
- Our team includes CPAs with experience at Deloitte and Ernst & Young
- We use modern communication tools for real-time financial insights and support
- Proven track record scaling clients from startups to $1.1 billion enterprises
- Offer global payroll solutions compliant with multi-jurisdictional regulations
What people say
Game-changer
Top-notch
Stress-free
Indispensable
Proactive support
Services
GAAP Bookkeeping
We maintain accurate, compliant financial records using US GAAP standards. Our team ensures proper revenue recognition, expense tracking, and month-end close processes. Specialized in handling SaaS-specific challenges like deferred revenue and subscription accounting, we provide clear financial statements that support strategic decision-making and investor reporting.
Global Payroll
We manage payroll for distributed teams across multiple countries. Our services include tax compliance, currency conversion, contractor payments, and benefits administration. Using platforms like Gusto and ADP, we ensure timely, accurate payments while handling complex regulatory requirements for both employees and contractors worldwide.
Business Forecasting
We create customized financial forecasts including cash flow projections and growth scenario modeling. Our team tracks key SaaS metrics like CAC, LTV, and churn rate to help businesses plan for expansion, manage capital needs, and prepare for investor discussions with data-driven insights.
Investor Reporting
We prepare comprehensive financial reports tailored for venture capital and private equity investors. Our services include creating pitch deck financials, unit economics analysis, and growth trajectory modeling to support fundraising efforts and demonstrate business viability.
Tax Compliance
We ensure proper tax treatment for SaaS businesses including sales tax, international tax compliance, and deferred tax liabilities. Our team coordinates with external tax professionals to maintain accurate records and timely filings while optimizing tax positions.
People
Dan Gomez
Founder & CEO
CPA with 14+ years experience scaling SaaS companies from startups to enterprise level. Specializes in leveraging technology for efficient accounting solutions.
Rebecca Varon
Operational Manager, CPA
Former Deloitte auditor and SaaS controller with expertise in financial reporting and process optimization. Ensures meticulous attention to detail in all client engagements.
Jodi-Ann Lewis
Staff Accountant, CPA
15+ years experience in US GAAP accounting with a masters degree in accounting. Provides expert financial reporting and compliance support.
Victor Pascanu
Operational Support
Project management expert with extensive operations experience. Focuses on process efficiency and client support systems implementation.
Hira Aizaz
Staff Accountant, ACCA
5-year Ernst & Young veteran with full-cycle accounting expertise. Specializes in international financial compliance and reporting.
Questions
What makes you different from other accounting firms?
We specialize 100% in SaaS companies with dedicated accountants who understand subscription models and investor requirements.
How do you handle subscription revenue tracking?
We properly record recurring revenue, match payments to billing periods, and provide clear MRR/ARR reporting.
Do you support international teams?
Yes, we manage global payroll, multi-currency transactions, and compliance for distributed teams.
What financial reports will I receive?
Custom reports including cash flow statements, vendor reports, and SaaS-specific metrics like churn rate.
How long does onboarding take?
Typically 4-8 weeks with immediate support starting after our initial 30-minute consultation.
