Outsourced controllers help SaaS firms stay audit-ready and investor-confident, while ensuring they control internal financial processes and compliance.
Compliance with internal rules and external regulations. Real-time updates ensure your accounting is steady, accurate, and always audit-ready.
Use software tools that manage setup and controls that ensure accurate revenue reporting, including chart of accounts and subscription-based models.
Manage processes for structured close cycles and tracking reconciliation progress. Maintain clean monthly records to prevent carryovers and nasty surprises.
Meet SaaS-specific regulatory obligations and ensure consistent approval workflows that cover POs, cards, and spend controls.
Manage financial tools to ensure correct usage and provide training for staff to stay current with system upgrades and adjustments.
The SaaS industry is never static, so you need a team that helps you navigate the landscape while supporting growth.
We are fluent in SaaS terminology (ARR, MRR, CAC, churn) and understand which metrics matter.
We excel in fast-growing, multi-entity environments where reporting is complex and compliance requires stricter control.
Assistance to maintain a consistent financial narrative that keeps investors glued to your growth.
Integration and automation between CRM, billing, and product tools provides real-time financial visibility.
We design systems that match your metrics. Connecting tools on a single platform, like Sage Intacct or FloQast, improves workflows.

We take time to understand what’s not working, then build practical systems that fix it and keep it fixed.
We dig into what’s slowing you down, pinpointing messy processes, gaps, and what’s getting missed or duplicated.
We outline what needs fixing, what it’ll take, and what a better setup looks like.
We get your team aligned, systems configured, and workflows in place, without confusion, rework, or wasted time.
We’re proud to support the teams behind these logos. Long-term partnerships built on trust, capability, and results that hold up.
Do you have questions about revenue recognition, audits, and system controls? You’ll find the answers to these common questions.
Yes, we can. To start with, we configure your systems to manage deferred revenue, contract periods, and revenue recognition rules. This type of configuration is essential because it ensures your financials align with accounting standards and helps manage realistic investor expectations.
Automation plays a big role in this process. For instance, automating revenue recognition ensures ASC 606 compliance, which is important for transparency regarding your company’s financial performance.
Streamlining automated revenue recognition also has many other benefits, for example:
What you’re looking for, in the end, is a system that delivers intelligent, automated revenue recognition that facilitates growth via guaranteed compliance and systems that optimize, not compromise, efficiency.
Your SaaS finance team has a range of options when it comes to key integrations. For instance, we connect systems that include Salesforce, HubSpot, and Chargebee, and more besides. Your dedicated team will help you choose the software best suited to your business.
Once your chosen solutions are in place, we’ll ensure that your billing, CRM, and finance data, including payroll, are tied together through APIs, so you can benefit from faster close processes and more accurate metrics.
APIs ensure that automated data flows smoothly between subscription revenue and financial reporting. Syncing Sage Intacct and Salesforce establishes a link that facilitates real-time data transfer (in both directions) that provides a comprehensive view of all customer transactions and interactions that enable a smarter quote-to-cash process.
An outsourced controller looks after the bigger picture. This means they manage higher-level tasks, including overseeing bookkeepers to ensure their work is accurate. This is important because controllers use bookkeepers’ work to excel at their tasks, such as handling complex reconciliations and managing the month-end close process.
Outsourced controllers are responsible for ensuring your financials comply with industry regulations and national legislation. They are also responsible for maintaining tax-related data so that your books are always tax-ready and not just during tax season.
Ultimately, your outsourced controller is the gatekeeper who ensures the accuracy and quality of financial data, including its compliance with governing regulations, before it’s passed up the chain to the decision-makers.
One of an outsourced controller’s main jobs is to provide a comprehensive set of services without the need for additional staff. This saves costs, obviously, but even more important than that is the improvement to audit-readiness.
This is achieved by:
Their expertise ensures outsourced controllers provide high-level services that meet compliance and audit needs. They work with your existing finance team to maintain accurate financials that satisfy the strictest auditors and inspectors.
Yes, we absolutely can. Your outsourced controller works with your finance team to develop scalable, multi-entity systems that meet your specific needs, whether that includes supporting different product lines, currencies, or jurisdictions. This is achieved without any disruption to your consolidation reporting and compliance structures.
Our priority is to help B2B SaaS providers scale their financial operations with multi-entity management, forecasting, and compliance. The objective is to simplify accounting procedures that naturally become more complex as their businesses grow.
This includes, but is by no means limited to, centralizing financial data and automating reporting. Regardless of whether your SaaS company is marketplace or API-based, you benefit from simplified partner payments and streamlined revenue tracking, which support your increasingly complex operational needs.