The Challenge

A CPA firm working with LMS platforms and course creators struggled with:

• Subscription Complexity: Monthly, annual, and trial plans weren’t properly tracked.
• Instructor Payments: Delays in calculating and disbursing instructor shares.
• Investor Reporting Lag: Founders lacked real-time financials during pitch cycles.

Our Solution

We provided SaaS-style accounting tailored to education platforms:

Subscription-Based Bookkeeping

• Synced Stripe, Kajabi, and Teachable to QuickBooks Online.
• Tracked revenue deferrals by plan and cohort.

Instructor Payout Support

• Calculated instructor revenue shares with time-tracking tools.
• Delivered instructor-ready statements with monthly summaries.

The Results

After just six months of working with us, the business experienced tangible improvements:

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Key Takeaways

• EdTech startups need clean deferred revenue tracking.
• Instructor payments must be automated and transparent.
• CPA firms improve investor readiness with outsourced support.

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