Industries
SaaS and software startups
Investors read your numbers before they read your deck. Deferred revenue, burn and runway have to be right every month, not fixed before the round.
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- 447 Broadway, New York
- team of Certified Accountants, CPAs and Enrolled Agents
- Flat fees quoted upfront
- Replies within 8 hours
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What is different about SaaS books
- Annual and multi-year contracts create deferred revenue; recognising cash as revenue flatters one month and distorts every metric after it.
- MRR, ARR, churn and CAC payback have to come from the same ledger as the P&L or they will disagree in diligence.
- Software development costs: the 2025 legislation restored immediate expensing of domestic research costs; the treatment still has to be documented.
- Stock options, SAFEs and convertible notes need equity accounting that survives a 409A and a Series A.
- Delaware C-corp obligations: annual report by March 1 and franchise tax that can be recalculated to avoid a five-figure bill.
What we set up
Accrual bookkeeping in QuickBooks Online or Xero with revenue recognition by contract, a monthly close by the tenth, a metrics pack (MRR, net revenue retention, gross margin, burn, runway) reconciled to the books, and a 13-week cash forecast. Payroll and contractor filings across states. The Delaware calendar and the federal calendar on one schedule.
Tax for startups
Form 1120 for the C-corp, with the R&D credit evaluated where payroll qualifies; state returns where the team sits; Form 5472 where a founder or parent is non-US and transacts with the corporation. Equity events (SAFEs converting, option exercises) reflected correctly before the return, not after.
Questions people ask
Can you handle a Delaware C-corp with founders in India?
Yes. Form 1120, Form 5472 for related-party transactions with the non-US founders or an Indian parent, transfer pricing basics for the intercompany service agreement, and the Delaware franchise calculation.
Do you do the R&D tax credit?
We evaluate eligibility and prepare Form 6765 where the credit is worthwhile, and we are direct when it is not.
What does investor-ready mean in practice?
Accrual statements that reconcile to the bank and to the metrics, deferred revenue schedule, cap table tied to equity accounts, and a data room checklist prepared before the request comes.
Ready for a fixed quote?
Two sentences from you. A written price within 8 hours. No obligation, no long-term contract.
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