CFO Services for SaaS Companies — Financial Leadership Built Around Your Metrics

Your bookkeeper closes the month; a finance leader tells you what it means. Revenue recognised under ASC 606 spreads an annual prepayment across twelve periods, so a record sales quarter can look flat on the income statement while the bank balance says the opposite. A specialized SaaS chief financial officer reads both views at once, in the language your board already speaks: ARR movement, cohort retention, payback and true gross margin. Wired to your billing platform and ledger instead of rebuilt by hand, those figures make planning data-driven and deliver insights while you can still act on them.

Our sharpest edge is cross-border work. Selling in dollars, paying engineers in euros and collecting VAT across a dozen jurisdictions is where fast-growing subscription businesses quietly lose margin — to FX spread, withholding tax and undocumented transfer pricing. We build structures that survive an audit and a diligence room.

Every engagement is tailored to your stage, model and gaps. Most clients start with two or three, then expand as they scale:

• Fractional financial leadership — a part-time executive who owns the finance function and manages your bookkeeper, controller and tax advisers.
• Metrics and board reporting — management accounts, a KPI dashboard fed by your billing system and a pack an investor reads in minutes.
• Revenue recognition and compliance — deferred revenue schedules, usage-based contract treatment and written policies that ensure your first audit is not your first surprise.
• FP&A and scenario planning — a driver-based model where headcount, conversion, churn and pricing are inputs, so you test a hiring plan first.
• Fundraising readiness — data room, cap table clean-up, cohort analysis and the diligence answers that move valuation.
• Cash and working capital — 13-week forecasting, collections on annual invoices, vendor terms, covenant tracking.
• Cross-border and multi-entity accounting — entity selection, intercompany agreements, transfer pricing files and consolidated reporting.
• Outsourced accounting oversight — we set the close calendar and hold the deadline.
• M&A and turnaround support — deal modelling, integration planning and cost restructuring when growth outruns gross margin.

We have transformed more than 50 businesses, and the average client uncovers $43K in savings — usually from duplicate tooling, over-provisioned cloud capacity, unclaimed R&D relief, mispriced payment processing and contracts that auto-renewed unread. Beyond that:

• Unit economics you can act on. You learn which plan, channel and segment pays back, and which the rest of the book subsidises.
• Clarity on runway. Forecasts rebuilt from bookings, collections and hiring commitments, so the runway date matches the bank account.
• Investor-grade credibility. Cohort tables, recurring revenue bridges and a clean audit trail turn diligence answers from weeks into hours.
• Senior expertise on a variable cost line. You gain C-suite judgement without C-suite payroll.

• ARR crossed roughly $1M and the spreadsheet that got you there takes three days to update.
• Two people calculate churn differently and both versions get quoted in one meeting.
• An investor asked for a cohort retention table you cannot produce.
• Headcount grows, yet nobody can say whether the last five hires paid for themselves.
• You signed a multi-year or usage-based contract and are unsure how to recognise the revenue.
• You opened an entity abroad or hired contractors in three countries, and nobody owns VAT registration or transfer pricing.
• Your accountant explains last month; nobody answers what to do next quarter.
• The close takes over fifteen working days and the board pack lands after the meeting.

1. Reply within three hours. You describe the situation; we come back the same working day on what is urgent and what can wait.
2. Discovery. We review your ledger, billing platform, contracts, cap table and entity map, then show where the numbers disagree.
3. The first 30 days. A clean baseline, agreed metric definitions, a driver-based model and a reporting pack you can hand to an investor.
4. Ongoing cadence. Monthly close review and management accounts, a live KPI dashboard, quarterly forecast cycles, plus on-demand help with pricing and hiring.
5. Scale up or down. No long-term contracts, transparent hourly rates and no hidden fees, so you add hours efficiently for a raise and release them afterwards.