Tech companies and startups

Built for fast-moving tech teams

Specialist bookkeeping and financial services for tech companies and startups. SaaS metrics, deferred revenue, R&D tracking, and financials your investors can trust.

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Why tech is different

Standard bookkeeping does not cut it for tech

Tech companies carry financial complexity most general bookkeepers are not equipped for: deferred revenue recognition, R&D expense capitalization, and equity compensation.

Getting these wrong does not just produce bad reports. It creates problems at funding rounds, in acquisition diligence, and at tax time.

Deferred revenue recognition

SaaS subscriptions and upfront payments must be recognized over the service period, not booked as immediate revenue.

R&D expense tracking

Correct categorization of development costs, capitalization decisions, and R&D tax credit qualification tracking.

SaaS metrics reporting

MRR, ARR, churn, LTV and CAC. Reporting that gives you and your investors the metrics that actually matter.

Equity and cap table awareness

Stock options, vesting schedules and equity compensation carry real accounting implications, tracked correctly.

Services for tech teams

Full financial support as you scale

Bookkeeping & Accounting

Monthly reconciliations, AP/AR, and financial statements in QuickBooks, Xero, Sage 50 or Zoho Books, reviewed by a US-based manager.

Fractional CFO

Cash flow forecasting, KPI dashboards, board and investor reporting, budgeting and fundraising support on a fixed monthly retainer.

Tax Preparation

US (IRS) and UK (HMRC) return preparation across every entity type, plus Canadian GST/HST filings and CPA white-label prep.

Payroll Management

Payroll runs, W-2 and 1099 preparation, quarterly filings and multi-state compliance through Gusto, ADP or your platform.

Company Formation

LLC, S-Corp, C-Corp and partnership setup, EIN registration, registered agent and the first compliance calendar.

Year-End Reporting

Closing entries, general ledger reconciliation, annual financial statements and a handoff package your tax preparer can file from.

Tools

We work in your stack

We are proficient across the leading accounting and business platforms, so no disruptive migration is required.

  • QuickBooks Online
  • Xero
  • Sage 50
  • Zoho Books
  • Gusto
  • ADP
  • Dext
  • Wave

Let us get your financials investor-ready

Book a free consultation and we will show you how we support tech teams, from early-stage bookkeeping through to fractional CFO as you scale.

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