Technology & SaaS
Accounting & CFO Advisory for Technology & SaaS Companies
SaaS companies operate on metrics that drive valuation, inform fundraising, and determine how investors read the business — ARR, net revenue retention, CAC payback, and burn multiple. SRG builds and runs the financial operations function that produces those metrics accurately: clean books, GAAP-compliant revenue recognition, and reporting your investors can rely on.
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Where Finance Functions Break Down in Technology & SaaS Companies
ARR and NRR calculated in spreadsheets by the founder or a part-time bookkeeper, with no audit trail and definitions that don't match what investors expect
Revenue recognized on a cash or invoice basis rather than under ASC 606, creating restatement risk that surfaces during a Series B diligence process or first audit
Burn rate and runway figures that are two to four weeks stale by the time they reach the board, because the close process takes too long
R&D capitalization and stock-based compensation accounting that have never been addressed — common in companies that have grown past seed without a finance function
What We Handle
Finance Services for Technology & SaaS
- SaaS metrics reporting — ARR, NRR, churn, CAC payback, and burn multiple
- ASC 606 revenue recognition — subscription, implementation, and professional services revenue
- Investor and board reporting packages built to your investors' format
- Burn rate, runway forecasting, and scenario modeling
- Financial controls buildout and audit readiness for fundraising and diligence
- Stock-based compensation accounting and equity schedule management (ASC 718)
- R&D expense capitalization and amortization (ASC 350-40)
- Finance function buildout — accounting infrastructure, reporting cadence, and metric production from seed through Series B
- CFO advisory for fundraising preparation and investor narrative
Why SRG
Finance Built for Recurring Revenue
Basic accounting support records transactions. Financial Operations for a SaaS company means your ARR and NRR are calculated correctly and consistently, your revenue recognition is GAAP-compliant under ASC 606, your burn rate and runway figures are current when the board meeting happens, and your finance function can support a fundraise or audit without a remediation project first. SRG builds and runs that function — from the accounting infrastructure that produces accurate metrics, to the CFO-level reporting that keeps investors and boards informed. We work with companies preparing for their next fundraise, cleaning up revenue recognition ahead of an audit, or replacing a founder-led finance function with something that can scale.
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Ramp Certified Partner
Smarter Spend Management for Technology Companies
As a Ramp Certified Partner, SRG helps technology and SaaS companies implement Ramp to automate expense reporting, enforce team-level and project-level spend controls, and get real-time visibility into operating spend — so finance teams spend less time chasing receipts and more time on the metrics that drive growth and investor confidence.
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