The Challenge

This CPA firm worked with high-growth startups but faced:

• Revenue Recognition Gaps: MRR and deferred revenue were misaligned.
• Cash vs. Accrual Confusion: Clients lacked visibility into real profitability.
• CPA Time Drain: Partners had to assist with cleanups before advisory calls.

Our Solution

We implemented a SaaS-specific accounting process:

Subscription Accounting Support

• Used QuickBooks + SaaSOptics for automated revenue recognition.
• Monthly deferral schedules created and matched to contracts.

Accurate Accrual-Based Books

• Categorized costs into COGS, marketing, and tech stack buckets.
• Delivered investor-ready financial statements monthly.

The Results

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

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Key Takeaways

• Outsourced accounting for startups increases reporting accuracy.
• SaaS businesses require specialized revenue recognition support.
• Partnering with offshore teams saves time during high-growth phases.

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