Your Financial Model

We use modeling software & work in concert with your Customer Service, Engineering, Sales, and Marketing teams to help you answer the “How Can We Make it Happen?”

Streamlined Automation

Our cutting-edge accounting solutions leverage the latest technologies to automate up to 95% of transactional data entry. This means you get instant access to your financials, enabling you to make informed decisions and create insightful financial projections for your business.

Pipeline & Implementation

Does it take 1 hour or 300 days to close a new customer? Do you spend 30 minutes or 4 months to implement a customer? These questions are more than just statistics; they determine how you run your business and directly impact cash flow. We'll work with you to analyze and optimize these processes.

Cash Management

What is my gross burn & net burn? When do I flameout? We recommend 18 months of runway and have a proven cash forecast model that considers your receivables, payables, payroll, sales pipeline, and future hires. With our guidance, you'll have a clear picture of your financial health.

Human Resources

Most software companies hire a distributed workforce. You need HR systems that can digitally onboard employees, manage expenses, and integrate seamlessly with your accounting system. We understand the unique challenges of remote workforces and can help you navigate these complexities.

Revenue & KPIs

Enterprise Software focuses on Annual Recurring Revenue (ARR). SaaS companies focus on Monthly Recurring Revenue (MRR). Key Performance Indicators (KPIs) for most software companies include Customer Acquisition Costs (CAC), CAC Payback, Customer Lifetime Value (CLTV), Churn, Gross Margin (GM), Growth Rates, and your flameout date. We'll assist you in tracking and optimizing these critical metrics.

Investor & Stakeholder Reporting

Would you like a more productive relationship with your investors? We highly recommend sending a quick monthly update to your investors and stakeholders. Tools like AngelSpan can be incredibly useful in maintaining transparent and productive relationships with your financial backers.