Services & Pricing
Simple pricing.
Serious results.
Choose the service that fits where you are right now. No long-term contracts. No hidden fees. Just clean financials and the metrics for your SaaS company.
Choose Your Package
Everything your SaaS financials need.
Start with what you need now. Add more as you grow. Every package is built specifically for SaaS companies.
Monthly Service
SaaS Accounting Essentials
Accurate, up-to-date books every month — built on a SaaS-specific chart of accounts so your financials actually make sense for your business model.
Starting at
$700 / month
Month-to-month · Cancel anytime
What’s included
✓
SaaS Chart of Accounts — built for subscription businesses, not generic SMBs
✓
Monthly bookkeeping — every transaction categorized and reconciled
✓
Monthly close — books closed and delivered on time, every month
✓
P&L & Balance Sheet — clean statements every month
✓
Financial Management — we keep your QBO or Xero accounting system clean and current
✓
Email support — questions answered within 1 business day
⭐ Most Popular
One-Time Project
Investor-Ready Financial Package
Everything investors want to see — built, cleaned, and delivered. Then choose how it stays current: hand it off to your team or let us maintain it monthly.
Starting at
$3,000 one-time
Scoped per engagement
Option 1
Hand-off + Team Training
We build it, train your team to maintain it
Option 2
Add to Monthly Plan
We keep it updated as part of your monthly accounting
What’s included
✓
SaaS KPI Dashboard — ARR, MRR, churn, NRR, LTV, CAC
✓
Revenue recognition schedules — Detailed schedules investors can trust
✓
MRR waterfall — gross & net MRR movements
✓
Gross & net margin analysis — with industry benchmarks for comparison
✓
Burn rate & runway — exactly how long your runway is and what drives it
✓
LTV / CAC ratio — calculated and benchmarked against your stage
✓
Readable financials — P&L and balance sheet formatted for investor review
✓
SaaS financial dashboard — a single view of every metric that matters
Add-On Service
3–5 Year Financial Model
A custom-built financial model that shows investors exactly where you’re going — built on your actual numbers.
Billed hourly
Custom Quote
Scoped after a free discovery call
What’s included
✓
3 or 5-year revenue model — built on your actual ARR and growth assumptions
✓
Scenario planning — for various investor conversations
✓
Hiring & expense plan — headcount and cost projections tied to growth
✓
Integrated P&L, cash flow & balance sheet — fully connected 3-way model
✓
Investor-ready formatting — clean, readable, ready for a data room
✓
Walkthrough call — we walk you through every assumption so you can defend it
Not sure which package is right for you?
Book a free 30-minute call. We’ll review where you are, where you’re going, and recommend exactly what you need — with no pressure to buy anything.
Common Questions
Everything you need to know.
“`Do I need both the monthly accounting and the investor-ready package?
Not necessarily. The Investor-Ready Package is a one-time project — great if you already have a bookkeeper but need your metrics and financials cleaned up for a raise. The Monthly Accounting service keeps your books clean on an ongoing basis. Many clients do both.
How long does the Investor-Ready Package take?
Typically 3 to 6 weeks depending on the state of your current books and how much historical data we’re working with. We’ll give you a clear timeline before we start.
Is there a long-term contract for monthly accounting?
No. Monthly accounting is month-to-month. You can cancel anytime with 30 days notice. We believe in earning your business every month — not locking you in.
What is the financial model add-on cost?
It’s billed hourly and scoped after a discovery call. The complexity of your business, the number of revenue streams, and the time horizon all affect the scope. We’ll give you an estimate before any work begins.
Do you work with early-stage companies?
Yes. We work with SaaS companies from pre-seed through Series B. Early-stage founders often benefit most from getting their books and metrics right from the start — it’s much cheaper than cleaning up later.
What software do you use?
We primarily work in QuickBooks Online and Xero Accounting. If you’re on a different platform, let’s talk — we can often work with what you have or help you migrate without losing historical data.
Get Started
Ready to get investor ready?
Book a free 30-minute call. We’ll review your current situation and tell you exactly which package makes sense — no pressure.
Book Your Free CallNo commitment. Just clarity on what your financials need.