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Technology

Financial Infrastructurefor Scale

SaaS metrics, revenue recognition, and growth-stage financial leadership for technology companies building toward profitability or exit.

Discuss Your Metrics & Growth
Industry Challenges

Tech Finance Is Different

Technology companies operate on different economics than traditional businesses. The metrics that matter, the accounting complexities, and the stakeholder expectations all require specialized understanding.

Revenue Recognition Complexity

ASC 606 creates real challenges for SaaS, especially with implementation services, usage-based pricing, and multi-element arrangements.

Burn Rate Management

Running at a loss while building toward scale requires precise cash forecasting and runway management.

Investor and Board Reporting

VCs and boards expect specific metrics: MRR, ARR, churn, CAC, LTV. General accountants don't speak this language.

Equity Compensation

Stock options, restricted stock, and other equity instruments create accounting and tax complexity.

Rapid Change

Business models evolve quickly. Your financial systems need to keep pace.

Tech dashboard
$500K
R&D Credit Payroll Offset
Our Approach

Financial Leadership for Growth Stage

Primary Service

Outsourced Controller & CFO Services

We provide the financial function that growth-stage tech companies need:

  • SaaS metrics dashboard: MRR, ARR, churn, expansion revenue, NRR
  • Revenue recognition systems compliant with ASC 606
  • Burn rate tracking and runway forecasting
  • Board reporting packages with the metrics investors expect
  • Financial modeling for fundraising and strategic planning
  • 409A valuations and cap table management support
Tax Strategy

Tax Strategy for Technology

With proper financial infrastructure, we optimize your tax position:

  • R&D tax credits, including the payroll tax election for pre-revenue companies
  • State tax nexus analysis and planning
  • Stock option planning (ISOs vs. NSOs, 83(b) elections)
  • Entity structure for founder tax efficiency
  • M&A and exit planning from a tax perspective
Tech
By The Numbers

Key Statistics

$500K
Annual R&D credit payroll tax offset for startups
ASC 606
Still creating audit issues 6+ years after implementation
EGS
Efficient Growth Score tracked by leading SaaS CFOs
FAQ

Common Questions

Yes. Qualified small businesses (under $5M revenue, less than 5 years old) can elect to apply up to $500,000 of R&D credits annually against payroll taxes instead of income taxes. This provides real cash value even when you're pre-profit.
At minimum: MRR, ARR, gross and net churn, expansion revenue, CAC, LTV, and LTV:CAC ratio. More sophisticated investors also want to see NRR (Net Revenue Retention), magic number, and burn multiple. We build dashboards that track all of these.
We establish revenue recognition policies that comply with ASC 606 while being practical to implement. This includes handling implementation fees, usage-based components, and contract modifications correctly. Getting this wrong creates audit issues and restatement risk.
A 409A valuation determines the fair market value of your common stock for purposes of issuing stock options. You need one before granting options and should update it annually or after material events like funding rounds. We coordinate with valuation firms and integrate results into your equity management.

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Let's Discuss Your Metrics & Growth Plan

Schedule a consultation to review your financial infrastructure and growth trajectory.

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