Frequently Asked Questions

Get answers to your creative accounting FAQs

I'm behind on my bookkeeping. Can you help?

"Yes, we can help SaaS and subscription-based businesses get caught up quickly. We specialize in cleaning up backlogged financials, reconciling accounts, and organizing books to ensure compliance. Our bookkeeping services also include tracking key SaaS metrics like deferred revenue, Monthly Recurring Revenue (MRR), and Annual Recurring Revenue (ARR). Once we get you caught up, we’ll implement automated systems to ensure future accuracy and prevent falling behind again."

What's the best software for my business?

"For SaaS and subscription-based businesses, we recommend cloud-based accounting software like QuickBooks Online, Xero, or A2X, which integrates seamlessly with tools like Stripe and Shopify. These platforms offer features specifically designed for recurring revenue management and subscription tracking. We can help you choose the right software based on your business needs and set it up to streamline your bookkeeping and tax processes."

Do you offer tax planning?

"Yes, we offer specialized tax planning services for SaaS and subscription businesses to minimize liabilities and optimize cash flow. We ensure compliance with local and federal tax laws, provide strategies for maximizing deductions, and help you take advantage of tax credits like the R&D tax credit, commonly available for SaaS companies. Our proactive approach ensures you're prepared for tax season and ongoing financial success."

Can you handle the taxes for my business?

"Absolutely! We provide full-service tax preparation and filing for SaaS, subscription-based businesses, and creative entrepreneurs. We specialize in complex tax issues such as deferred revenue, multi-state taxation, and recurring revenue models. Our team stays updated on the latest tax regulations to ensure compliance and to help you avoid penalties while maximizing deductions and credits."

Are there any industries that you specialize in?

"We specialize in SaaS, subscription-based, and creative businesses, providing tailored accounting, bookkeeping, and tax services. Whether you're running a SaaS platform, a subscription box service, or an online creative venture, we understand the unique financial challenges and growth metrics of your business model. Our services are designed to optimize your financial processes, giving you the insights you need to scale."

Do you offer fractional CFO services?

"Yes, we offer outsourced CFO services specifically tailored to SaaS and subscription-based businesses. Our services include cash flow forecasting, KPI tracking (such as MRR, CAC, and churn), budgeting, and strategic financial planning to support your business’s scalability. We provide high-level financial insights to help you make informed decisions and optimize for growth."