FULL STACK CFO

Unlock Financial Clarity with SavvySum

Hi, I'm Thomas Fasullo, a CPA with 12 years of experience working with software companies. At SavvySum, we have a boutique focus on software companies to help you manage growth. We aim to add accretive value to your business through the latest accounting integrations, allowing you to concentrate on expansion and success. As a former co-founder, we know what it is like in your shoes.

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Current & Past Clients

  • Acquired by: Verizon



  • Acquired by: Medici

  • Acquired by: Lumension

  • Acquired by: Verve

  • Acquired by: Umbel

  • Acquired by: Bain Capital via Passport

  • Acquired by: InfoArmor

  • STR Helper

    Acquired by: Vista Equity via Granicus

The SavvySum Services

Contact Us

Contact Us

Tech Stack

We implement cutting-edge cloud technology that provides visibility into your business. Modern cloud systems will talk to your accounting system & scale with your business.

Fractional CFO

We help founders with financial models, Key Performance Indicators (KPIs), R&D tax credits, founder-friendly Term Sheets, LOI negotiations, & Board reporting.

Cash Forecasting

We model net burn scenarios to forecast your runway that will help you avoid hair-on-fire situations, allowing you to focus on growth.

KPIs

Creating a foundation of several KPIs for software companies is important for asking, “What Will Happen?”

Fractional Controller

Your Controller binds everything together & oversees the bookkeeper. Finalizing financial statements, investor reports, bank covenants, KPIs, due diligence, receivables management, and maintaining your accounting tech stack are the core responsibilities of a modern tech-savvy Controller.

Core Systems

Xero, Bill.com, Expensify, Gusto, & Stripe.

HR Help

We recommend Gusto as a modern payroll system that manages benefits. As employees make benefit changes, you want that data to sync to your payroll deductions automatically. Plus, the ability to self-onboard new hires with digital offer letters.

Tech Stack

We implement cutting-edge cloud technology that provides visibility into your business. Modern cloud systems will talk to your accounting system & scale with your business.

Fractional CFO

We help founders with financial models, Key Performance Indicators (KPIs), R&D tax credits, founder-friendly Term Sheets, LOI negotiations, & Board reporting.

Cash Forecasting

We model net burn scenarios to forecast your runway that will help you avoid hair-on-fire situations, allowing you to focus on growth.

KPIs

Creating a foundation of several KPIs for software companies is important for asking, “What Will Happen?”

Fractional Controller

Your Controller binds everything together & oversees the bookkeeper. Finalizing financial statements, investor reports, bank covenants, KPIs, due diligence, receivables management, and maintaining your accounting tech stack are the core responsibilities of a modern tech-savvy Controller.

Core Systems

Xero, Bill.com, Expensify, Gusto, & Stripe.

HR Help

We recommend Gusto as a modern payroll system that manages benefits. As employees make benefit changes, you want that data to sync to your payroll deductions automatically. Plus, the ability to self-onboard new hires with digital offer letters.

Tech Stack

We implement cutting-edge cloud technology that provides visibility into your business. Modern cloud systems will talk to your accounting system & scale with your business.

Fractional CFO

We help founders with financial models, Key Performance Indicators (KPIs), R&D tax credits, founder-friendly Term Sheets, LOI negotiations, & Board reporting.

Cash Forecasting

We model net burn scenarios to forecast your runway that will help you avoid hair-on-fire situations, allowing you to focus on growth.

KPIs

Creating a foundation of several KPIs for software companies is important for asking, “What Will Happen?”

Fractional Controller

Your Controller binds everything together & oversees the bookkeeper. Finalizing financial statements, investor reports, bank covenants, KPIs, due diligence, receivables management, and maintaining your accounting tech stack are the core responsibilities of a modern tech-savvy Controller.

Core Systems

Xero, Bill.com, Expensify, Gusto, & Stripe.

HR Help

We recommend Gusto as a modern payroll system that manages benefits. As employees make benefit changes, you want that data to sync to your payroll deductions automatically. Plus, the ability to self-onboard new hires with digital offer letters.

Your Tech Stack

Welcome to the Modern Cloud Economy! You can integrate hundreds of cloud products to your accounting & HR systems. We help you navigate the software selection & successfully integrate the systems on a budget that fits your business.

How we add value

"Think Like a Founder."

Protecting Your Equity Interests

Protecting Your Equity Interests

We enjoy protecting you from unnecessary equity dilution. The most common problems are a high cash burn, founder disagreements & growth that does not meet expectations which can lead to ceding board control.

We enjoy protecting you from unnecessary equity dilution. The most common problems are a high cash burn, founder disagreements & growth that does not meet expectations which can lead to ceding board control.

Worry-Free Xero Implementation

Worry-Free Xero Implementation

Say goodbye to accounting hassles. We ensure a seamless Xero implementation and guarantee a timely month-end close. This way, you can stay focused on what you do best – running your business.

Say goodbye to accounting hassles. We ensure a seamless Xero implementation and guarantee a timely month-end close. This way, you can stay focused on what you do best – running your business.

Anytime, Anywhere Access

Anytime, Anywhere Access

Our cloud accounting solutions provide you with anytime access to your financial data. It's not just data; it's a timely feedback loop that helps you lay a rock-solid foundation for future decisions.

Our cloud accounting solutions provide you with anytime access to your financial data. It's not just data; it's a timely feedback loop that helps you lay a rock-solid foundation for future decisions.

Automation, Simplified

Automation, Simplified

We automate your accounting and HR tasks with cutting-edge cloud systems that communicate seamlessly. From financials to HR management, we can API integrate hundreds of systems directly into Xero, streamlining your operations.

We automate your accounting and HR tasks with cutting-edge cloud systems that communicate seamlessly. From financials to HR management, we can API integrate hundreds of systems directly into Xero, streamlining your operations.

Tailored KPIs

Tailored KPIs

One size doesn't fit all. That's why we provide Key Performance Indicators (KPIs) that are customized to your business's unique needs and goals.

One size doesn't fit all. That's why we provide Key Performance Indicators (KPIs) that are customized to your business's unique needs and goals.

Collaborative Solutions

Collaborative Solutions

We're not just consultants; we're collaborators. We utilize advanced modeling software and collaborate closely with your Customer Service, Engineering, Sales, and Marketing teams. Together, we answer the critical question: "How Can We Make It Happen?"

We're not just consultants; we're collaborators. We utilize advanced modeling software and collaborate closely with your Customer Service, Engineering, Sales, and Marketing teams. Together, we answer the critical question: "How Can We Make It Happen?"

Contact Us

Contact Us

8

Mergers

8

Mergers

8

Mergers

Seed & Series A Raises

Multiple

Seed & Series A Raises

Multiple

Seed & Series A Raises

Multiple

Debt Financings

Multiple

Debt Financings

Multiple

Debt Financings

Multiple

Testimonials from clients

  • Mark Drosos,

    Founder of Lodestone Social Media

    “Thomas’s guidance during a strategic pivot, growth and successful exit was invaluable to maximizing our business. In addition, his personal touch, mentorship and network was critical to motivating me beyond the numbers. He’s a financial renaissance man for today’s entrepreneur.”

  • Sanjay Mishra,

    Founder of Talligent

    “Thomas helped us get our financial systems buttoned up as we were preparing to be acquired, and his experience and expertise were invaluable in guiding us to a successful outcome.  He completely gets early stage software startups like ours and his services (and fees) were ‘just right’ for a company of our type, stage and size. Thomas was…

  • Jeremy Bencken,

    Co-Founder of Written

    “I couldn’t be happier with the services we’ve received from SavvySum. Our accounting function is virtually hands-free thanks to their work recommending and setting up all of our finance SaaS services to run smoothly and automatically. We’ve scaled to over a million dollar run rate with barely a blip of an increase in accounting costs.…

  • Chris Pew,

    Founder of Trew Gear

    “We are a growing e-commerce business with multiple online sales channels, Thomas helped transition our accounting system from a collection of spreadsheets and desktop software to an automated, cloud-based system with regular reporting.  Our business has better visibility and we can make faster and better decisions. Thomas is very hard-working, detail-oriented, and easy to communicate…