Accounting & Finance Operations for SaaS & Tech Startups
From Stripe billing sync to complex ASC 606 ratable revenue recognition, we build audit-ready books and board decks that give founders complete visibility over churn, burn, and net runway.
Monthly Close & Board Pack Delivery
Where standard bookkeeping breaks in this sector
Off-the-shelf bookkeepers treat all transactions the same. Here is what goes wrong when accounting isn't tailored to your operating model:
Unearned / Deferred Revenue Confusion
Impact: Overstating revenue on tax returns or misleading investors on true MRR vs. cash collections.
How Finendra solves this:
Automated ASC 606 deferred revenue waterfall schedules amortized ratably over subscription terms.
Messy Stripe & Merchant Gateway Syncs
Impact: Hundreds of unlinked payment processor fees, refunds, chargebacks, and payouts creating reconciliation chaos.
How Finendra solves this:
Clean clearing-account workflows matching gross billings, refunds, and merchant fees to the exact penny.
Investor Due Diligence Friction
Impact: Fundraises delayed weeks while accountants scramble to clean up cash-basis records into GAAP accrual workpapers.
How Finendra solves this:
Day-one GAAP compliance, CPA-ready balance sheets, and cap table / 83(b) tracking so audits take 48 hours.
Economic Nexus & Digital Sales Tax Exposure
Impact: Unintended tax liabilities in states like NY, CA, TX, and WA once digital subscription thresholds are crossed.
How Finendra solves this:
Quarterly sales tax nexus monitoring and automated filings via TaxJar and Avalara integrations.
We operate inside your existing finance stack
No migrations required. We connect directly into your cloud accounts with least-privilege read/write access.
What you receive every month
Clear, scheduled financial deliverables delivered directly to your inbox and data room on a fixed cadence.
Monthly Close (By the 5th)
- Accrual-basis P&L, Balance Sheet, and Cash Flow statement
- Deferred revenue waterfall schedule with contract-level rev rec
- Stripe/Chargebee gross-to-net billing and refund reconciliation
- Departmental P&L segmentation (Engineering, Sales, Marketing, G&A)
Investor & Board Metrics
- Monthly board pack: ARR, MRR, gross churn, net retention (NRR)
- Unit economics analysis: CAC, LTV, CAC payback period, Magic Number
- Net burn rate and runway in months forecasting with hiring scenario models
Tax & Diligence Support
- Multi-state sales tax economic nexus tracking (SaaS taxability rules)
- Year-end tax workpapers and R&D tax credit payroll offset support
- Virtual data room preparation for Seed and Series A financing rounds
"Set up our books day 1 post-incorporation. When we raised seed, due diligence took 2 days — clean as a whistle. Finendra's ASC 606 revenue waterfall saved our round."
Predictable monthly pricing
No hourly billing. Fixed retainers based on your operational volume.
Starter
Pre-revenue to $50K MRR • Cash basis OK
- Monthly bookkeeping & bank recs
- Quarterly P&L + balance sheet
- QBO setup & chart of accounts
Growth
$50K–$200K MRR • Seed-stage SaaS
- Accrual accounting + ASC 606 rev rec
- Monthly close by 5th + board pack
- Burn rate, runway, and cash forecast
- Gusto/Rippling payroll & AP/AR
Scale
$200K–$500K MRR • Series A Prep
- Multi-entity consolidation
- Deferred revenue waterfall by contract
- Departmental P&L + Big 4 audit readiness
- Sales tax filing across 15+ states
Are you doing under $50K/mo revenue?
Don't pay $3,000+/mo for senior enterprise overhead you don't need yet. Our Starter Plan is just $499/mo. You get monthly bookkeeping, quarterly financial statements, and tax-ready books with zero setup fees and no long-term contracts.
The 27-Point Founder Month-End Close Checklist
The step-by-step operating checklist used by seed-stage startups and VC-backed companies to close their books by the 5th of every month. Reconcile Stripe, clear AP, track deferred revenue, and calculate true cash runway.
- ASC 606 Rev Rec Guidelines
- Runway & Burn Formulas
- Multi-State Payroll Steps
- Audit-Ready Workpapers
Ready for a clean close and institutional-grade numbers?
Schedule a 20-minute scoping diagnostic with our team. We'll review your current setup and hand you an actionable plan.