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Specialized Solutions for Cybersecurity Companies

The right support for teams focused on rapid innovation in fast paced threat environments

You Focus on Protecting Your Customers, We’ll Help You Scale

From modeling endpoint revenue ARR metrics to forecasting, we’re built to support you and the diverse stakeholder landscape you operate in.

Whether you are working on SOC 2 compliance or complex enterprise deals, we understand the unique financial challenges cybersecurity SaaS companies face when managing security-first revenue models, navigating vendor risk assessments, and scaling through enterprise procurement cycles.

Our specialized accounting and advisory services help you optimize ASC 606 compliance for multi-year security contracts, structure tax-efficient R&D investments in threat intelligence, and deliver audit-ready financials that satisfy both investors and enterprise customers without the overhead of a full in-house team.

What You Get

Purpose-built for cybersecurity SaaS companies.

SaaS Financial Modeling and Budget Planning Services

  • ARR / Revenue forecasting
  • Pricing and packaging analysis
  • Cashflow forecasting and runway analysis
  • Sales capacity pipeline, headcount and OPEX planning
  • Customer cohort analysis

Accounting and Reporting Services

  • SaaS-optimized and GAAP-based transactional support
  • Streamlined monthly close process with clear reports
  • ASC 606 revenue recognition, equity, lease and deferred revenue expertise including variable considerations and usage-based pricing
  • Software development cost capitalization
  • AI data usage cost analysis

Audit & Assurance Services

  • Financial statement audit, review or compilation services
  • Scalable financial reporting audits as part of investment and exit readiness
  • Multi-element revenue recognition review
  • Software development capitalization audit
  • COSO internal control requirements

Tax Services

  • US Federal and state filings
  • Support for R&D credits and incentives
  • Cloud service tax nexus
  • Entity structure and compensation planning
  • Incident response and forensic services tax structuring
  • Strategic guidance on equity and exits

Fractional Controller Services

  • Revenue recognition and deferred revenue reconciliation
  • Stock option expense and equity administration
  • Transactional support and audit-ready workpapers
  • Accounts receivable and payable management
  • High-level insight without full-time overhead

Fractional CFO Services

  • Budgeting, forecasting and cash flow planning
  • Support with fundraising and investor materials
  • SaaS metrics tracking and financial modeling
  • Guidance on hiring, runway and pricing
  • High-level insight without full-time overhead

We Understand What You Need

Support that grows with your business

Whether you’re an early or mature startup, navigating your first audit, or an AI company preparing for a Series A capital raise, we’ve worked with companies like yours at every stage.

We know how messy the back office can get when you’re focused on building, and we’re here to bring clarity and momentum to your financial operations.

Get organized

We make sure your numbers are accurate, your reports make sense, and everything’s ready for investors or auditors.

Stay on track

We’ll set up systems so your books stay up to date and nothing slips through the cracks.

Scale your business

We’ll bring financial insight to support your next stage—whether that’s growth, fundraising, or hiring.

Let’s Get Started

You bring the context, we’ll bring the plan

1st
STEP 1

Start with a conversation – not a sales pitch. We take time to understand your business, your goals, and where finance can help you move faster. It’s about getting aligned before getting to work.

2nd
STEP 2

Next, we map out what you need (and what you don’t). From financial modeling to systems and strategy, we tailor our support to match your stage, priorities, and pace.

3rd
STEP 3

Once we’ve aligned on scope, we hit the ground running. Whether it’s one-time support or ongoing partnership, we help your team build the financial foundation you need to grow with confidence.

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