Contact Us

Comprehensive Support for SaaS Public Companies

The right expertise to bolster the financial discipline your teams need

You focus on your stakeholders, We’ll back you up with the rest

Whether you are preparing for quarterly earnings, defining your capex strategy, or navigating complex technical accounting or reporting issues, we’re here to help.

Our services and experience support the financial discipline your teams need – giving you strategic insight, thorough reporting, and technical accounting knowledge without the overhead of additional finance staff.

What Is Included

Precision-based support

Public Company Accounting and Reporting Services

  • Monthly financial close
  • Technical accounting advisory services
  • Financial reporting advisory services
  • Preparation of specialized forms (Forms 10Q/10K/8K)

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 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 doing a gap assessment on your public company readiness or post-IPO, we’ve worked with companies like yours at every stage.

We know how complex regulatory and US GAAP issues may be, and we’re here to bring clarity and momentum to your technical reporting.

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.

Schedule a Call

Stay Up-to-Date on the
Latest Insights