Scattered accounting data across endless CSVs, “final_finalV2” files, and all-nighters to close the books in time for the board.
Outdated financials that cause delays, manual processes lead to high error rates, and inflexible workflows make it hard to adapt to change.
On top of that, there’s the challenge of making sense of the confusing numbers you now have to explain to the board.
If any of this resonates, keep reading—we are here to help.
We start by mapping out your transaction processes and identifying where bottlenecks occur, while gaining a clear understanding of your critical business systems and workflows.
Next, we focus on speeding up your accounting processes by leveraging the right tools and workflows, in this order:
Setting up out-of-the-box integrations for seamless data flow.
Utilizing ETL tools to standardize and templatize transaction entry.
Creating custom spreadsheet templates for streamlined uploads.
If automation isn’t viable, we’ll assign a skilled team member with a robust verification process to the workflow.
Once your processes are optimized, we ensure they stay that way. Every month, your accounting is handled with precision and consistency, including:
Maintaining clean, accurate financial records.
Managing monthly closes efficiently and on time.
Adjusting workflows as your business grows or new challenges arise.
Providing the support needed to ensure your accounting stays reliable and scalable.
If you prioritize timely, reliable financials, value automation and accuracy, and have an internal finance or accounting owner—even a team of one—we’d be a great fit.
We help SaaS startups streamline their books and get decision-ready insights, fast.
We see accounting as the data engine of finance—not just a compliance task, but the source of structured, reliable information.
Its real value lies in turning messy financial activity into clean, usable data that supports fast, confident decisions.
When done right—with speed, accuracy, and scale—accounting becomes a core part of how modern SaaS companies operate and grow.
Over the years, I’ve worked with clients through Upwork, direct engagements, and referrals.
Here’s what they have to say about their experience.
All engagements are based on flat monthly rates—no hourly billing, no surprises. Pricing depends on the level of communication and the speed at which you need your books closed.
Accrual Accounting: Starts at $3,000/month
Implementation (one-time): Typically 3–4x the monthly rate
At year-end, we review the prior 12 months and may adjust pricing based on actual workload.
Significant changes—like fundraising, M&A, or major growth—are handled under a separate scope of work and may trigger a mid-contract pricing discussion if the volume of work increases substantially.
This flat-rate model keeps costs predictable—even when things get complex.