Public-company finance discipline for B2B SaaS founders approaching a first audit, a raise, or an exit. The senior seat your bookkeeper cannot occupy, and your auditor is barred from filling.
Your bookkeeper is excellent at the day to day, but technical accounting sits outside their remit. Your auditor will scrutinize your revenue recognition, your software capitalization, your stock comp, and your leases, yet independence rules bar them from writing the memos your raise depends on. A national firm quotes a number built for a company ten times your size. The gap opens precisely where the pressure is highest.
Revenue recognition is only the headline. A first audit and a serious diligence process reach into every judgment your books have been quietly deferring.
Multi-element contracts, usage-based and ramped deals, and the standalone-selling-price allocation behind them.
Which development costs belong on the balance sheet, and which an auditor will push back to expense.
Sales commissions capitalized and amortized over the life of the customer, not the month you paid them.
Option expense, 409A valuations, and a cap table that ties to the equity rollforward.
Right-of-use assets, and the embedded leases hiding in your hosting and equipment contracts.
Classification, temporary equity, and warrant accounting that survives a Big Four review.
Your auditor is barred from writing the technical accounting memos your raise depends on. Your bookkeeper cannot. That gap is what I close.
A focused working session that surfaces the revenue-recognition and audit-readiness risks hiding in your books. You leave with the top three and the order to fix them.
Entry pointDefensible technical accounting, a clean close, a complete PBC package, and controls that hold up the first time an auditor or an investor looks closely.
The sprintOngoing senior finance leadership through the raise, through the audit, and beyond. The standard of a public-company controller, without the cost of a full-time hire.
The engineA career built inside institutional capital, now opening that door for the founders the old guard tends to overlook. The same standard that satisfies an audit committee, applied at the stage where it actually changes your outcome.
Nine dimensions. Two minutes. A readiness score and your top gaps.
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