Tailored Solutions for
SaaS Tech Companies
The right support for fast-moving teams
What You Need, When You Need It
From everyday finance to big-picture strategy, we’re built
to support how you work
Whether you’re mapping out your first fundraise, building out AI product functionality, needing forecasts to map out your growth, or closing your books, we’re here to help.
Our services are designed to fit the pace and complexity of high-growth teams – giving you strategic insight and reliable reporting without the overhead of a full in-house team.
Why Herod CPA?
The trusted partner every SaaS founder deserves.
SaaS Financial Modeling & Budget Planning Services
- Cashflow forecasting and runway analysis
- Forecast modeling
- Headcount and OPEX planning
- KPI and SaaS metrics tracking
- Strategic growth planning and OKRs
Accounting & 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
- Audit-ready financial reporting
- Financial systems implementation and maintenance
Audit & Assurance Services
- Financial statement audit, review or compilation services
- Scalable financial reporting as part of investment and exit readiness
- 401k-focused employee benefit plan audits
- Revenue recognition validation
- Process and systems-focused risk assessment
Tax Services
- US Federal and state filings
- Support for R&D credits and incentives
- Entity structure and compensation planning
- Strategic guidance on equity and exits
- Multi-state tax nexus issue review
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.
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
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.
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.
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.
Stay Up-to-Date on the
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