SaaS Metrics Accounting (MRR, ARR, Churn)

Overview

What we deliver

We close the books, recognize revenue under ASC 606 or IFRS 15, and report MRR, ARR, churn, and unit economics that investors trust.

We provide accounting and metrics services for SaaS and subscription companies running on Stripe, Chargebee, Recurly, Maxio, and HubSpot. Our team builds a chart of accounts that separates subscription, services, and one-time revenue, then recognizes revenue under ASC 606 for US GAAP or IFRS 15 for international reporting. We tie billing system data to the general ledger, post deferred revenue schedules, and reconcile customer balances each month. Alongside the close, we produce a metrics pack covering MRR, ARR, net new and expansion bookings, gross and net revenue retention, logo and revenue churn, CAC, payback period, and burn multiple. Reports are built so founders, CFOs, and boards can read them without translation, and so investors can validate them in due diligence. Whether you are pre-seed, scaling through Series B, or preparing for audit, we keep the books current and the metrics defensible.

Fit Check

Built for teams like yours

Who it's for

Seed to Series B SaaS founders
Subscription and usage-based startups
Fractional CFOs needing operations support
Boards preparing for fundraising
Founders heading into audit

Pain points we solve

MRR and ARR that do not match the ledger
Deferred revenue confusion at month end
Investor metrics built from spreadsheets that break
Revenue recognition gaps under ASC 606 or IFRS 15
Churn and retention numbers that vary by report

What's included

Capabilities

Everything we cover in this engagement.

Subscription revenue recognition
Deferred revenue scheduling
MRR and ARR reporting
Churn and retention analysis
CAC and payback reporting
Billing-to-ledger reconciliation
Monthly close and management pack
Audit support and PBC lists

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Diagnostic

We review your billing stack, contracts, and current accounting policies.

02

Policy setup

We document revenue policies under ASC 606 or IFRS 15.

03

Integration

We connect billing data to the general ledger and build metric definitions.

04

Monthly cadence

We close the books, post deferred revenue, and publish the metrics pack.

05

Board prep

We support board, investor, and audit conversations with clear schedules.

What you get

Deliverables & outcomes

What you get

Monthly financial statements
MRR and ARR waterfall
Deferred revenue schedule
Cohort retention report
CAC, LTV, and payback summary
Board-ready metrics pack

Outcomes you can expect

Investor-ready financials
Defensible SaaS metrics
Compliant revenue recognition
Shorter audit timelines
Faster fundraising diligence

Timeline

3 to 6 weeks for setup, then monthly cadence

Engagement

Monthly retainer, Project, Sprint

Tools we use

QuickBooks Online, NetSuite, Stripe, Chargebee, Maxio

KPIs we track

MRR growth, Net revenue retention, Gross margin, CAC payback, Burn multiple

Client stories

What clients say

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

Proof