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The SaaS Bookkeeper | Bookkeeping, Tax Preparation, Business Tax Preparation

The SaaS Bookkeeper

FOUNDING YEAR
2017
NUMBER OF EMPLOYEES
21 - 50 employees
CREDENTIALS
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
The SaaS Bookkeeper
SaaS companies have unique accounting challenges that most bookkeepers don’t understand.  Don’t go into your next fund raising round unprepared.
We provide high-quality accounting and tax services on a start-up budget to ensure your books are accurate and ready to go. We also provide best practices on setting up your accounting process and app stack for SaaS companies.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Services Offered

Client Specialties

Service Pricing

Monthly Fixed Fee
$650 to $5,000

Preferred Industry

Client Type

Meeting Options

Video meetings
Email
Client Portal/Online Platform

Clients who would be a good fit

We work exclusively with early stage SaaS companies and ecommerce companies ($0-10m in ARR).  Companies must be using, or willing to switch to, QuickBooks Online or Xero.

Clients who wouldNOTbe a good fit

Companies in industries other than SaaS, greater than $10m in revenue, or not using QuickBooks Online or Xero.  Companies should designate a primary contact who is comfortable using technology, cloud-based applications and remote teams.

Industries The SaaS Bookkeeper doesNOTserve

Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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