Strategic SaaS Finance Leadership
Outsourced CFOs provide SaaS companies with the tools and knowledge to gain insight into recurring revenue, cost management, and audit-readiness.
What We Do
Strategy Backed By Data
Actionable data leveraged to help growing businesses plan, report, and model smarter, while avoiding the full-time costs of a CFO.
Cash Runway Forecasting
Use real-time data and metrics to develop strategies that support scenario planning and runway management.
Unit Economics Modeling
Delve into your finances by defining and automating core SaaS metrics. Understand your company's financial health beyond numbers.
Board & Investor Reporting
Show investors your true worth with defensible financial models and reports that withstand board and investor scrutiny during funding rounds.
Scenario & Growth Planning
Real-time data and analytics provide the data you need to maintain growth and stability, while you plan your next steps.
Why Us
SaaS Focused Expertise
SaaS terminology is no match for your outsourced CFO. Measure metrics like ARR, MRR, & CAC, to plan for long–term expansion.
Prep For Investor Scrutiny
Financial narratives show investors and board members your business's value, from cash flow or workflow.
Tools For Recurring Revenue
CFOs work with your team to design systems that manage complex financial processes.
Integrated Financial Tech Systems
Your tech stack, including CRM and billing, is optimized for real-time financial visibility.
Scalable Leadership & Management
We provide ongoing support as your business grows, scaling with you through product launches, etc.
Technology
Strategic Financial Intelligence
We use feature-specific software that provides real-time visibility into essential metrics, like MRR, churn, and cash flow for strategic decisions.
Sage Intacct for Logistics
Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.
Sage Intacct for Hospitality
Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.
Sage Intacct for Financial Services
Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.
Sage Intacct for Saas
Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.
Sage Intacct for Professional Services
Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.
Sage Intacct for Healthcare Organizations
Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.
Sage Intacct for Nonprofits
Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.
4flow
4flow provides advanced logistics software that improves network planning, reduces operational costs, and helps businesses streamline global supply chain processes.
Sage Intacct
Sage Intacct is a cloud accounting platform that automates financial processes, delivers real-time insights, and helps businesses scale with control.
Sage 300 People
Streamlines your HR and payroll operations with flexible configurations, tools for compliance, and full integration capabilities for those with complex organizational needs.
FloQast
Accelerates the financial close process by improving your overall data accuracy and centralizing your workflows to enable better collaboration across accounting teams.
Donor Perfect
Helps nonprofits manage their donor data, fundraising campaigns, and reporting with a centralized, cloud-based system intrinsically built for growth and engagement.
Ramp
Helps solve any spend control issues and visibility challenges through features like expense tracking, corporate cards, and automated accounting integration.
Quipli
Conveniently manages all rental inventory, bookings, and customer interactions for equipment and tool rental businesses to improve their operational efficiency.
Quickbooks
Simplifies all bookkeeping, invoicing, and reporting processes for small to mid-sized businesses, offering real-time financial visibility and helpful automation features.
Sage Premier HR & Payroll
Delivers reliable, desktop-based payroll processing with strong compliance tools and full backend access to enable custom reporting and hands-on data control.
Sage 300cloud
Addresses all your ERP needs with stronger accounting, inventory, and operations management - ideal for organizations requiring hybrid or on-premise deployment.
Outsourced CFOs minus Overheads
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How We Work
Three Steps to a Better System
We take time to understand what’s not working, then build practical systems that fix it and keep it fixed.
Discovery
We dig into what’s slowing you down, pinpointing messy processes, gaps, and what’s getting missed or duplicated.
Scope & Proposal
We outline what needs fixing, what it’ll take, and what a better setup looks like.
Onboarding
We get your team aligned, systems configured, and workflows in place, without confusion, rework, or wasted time.
From Challenge to Change
View all Success Stories
Success Stories
We want the world to see how virtually anything is possible with the right tools, solutions, support, and, of course, expertise.
Insights
Blog & News
Explore our latest thinking on financial systems, reporting strategy, and digital transformation, tailored to the industries and tools we support.
Our Clients
Trusted by the Best
We’re proud to support the teams behind these logos. Long-term partnerships built on trust, capability, and results that hold up.
FREQUENTLY ASKED QUESTIONS
SaaS CFO FAQs
Get your burning SaaS-specific questions answered, as we work through topics like valuation, metrics, fundraising, and other queries here.
Which SaaS metrics do you configure and automate?
We start by determining which metrics will provide value relevant to your business, for example, Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), Monthly Recurring Revenue (MRR), and churn.
Once we have the data we need, we connect billing and CRM to improve the efficiency of your systems. This also ensures that all upgrades, downgrades, and churn data flow into metrics in real-time.
This is important for many reasons, but perhaps the biggest benefit is providing sales and product teams with a clear, real-time view of cohort performance and retention. This includes data related to groups with one trait in common, like all those who purchased your services in November. Basically, it’s data that goes beyond group averages.
To extract maximum value from this data, we align finance reporting to growth goals. This includes adding Committed Annual Recurring Revenue (CARR) and Committed Monthly Recurring Revenue (CMRR) to dashboards for truly informed decision-making.
What dashboards help leadership understand growth and burn?
If you want to get proper value out of dashboards, you must tailor them to include the most important metrics we mentioned above. Those are the ones that provide a comprehensive view of your company’s performance (ideally, its success). Key metrics typically include:
- Billing for total invoiced revenue
- CMRR growth indicates sales momentum
- Total CMRR for short-term forecasting (upgrades and churn)
- Total CARR for long-term planning on signed contracts.
Dashboards have two primary benefits. They provide an overview of your company’s performance at a glance. They provide deep dives into specific information, providing granular insights that inform decisions and strategic planning.
In this case, you can integrate your dashboards with Sage Intacct to improve accessibility. This includes presenting leadership with data that is structured to be easily digestible. Dashboards can also reassure investors that your company’s growth is sustainable, making you a wise choice in a crowded market.
How do you support fundraising or investor readiness?
Donors, supporters, and investors want to know that their funds are used productively. It’s your job to ensure they receive regular updates to assure them that your company is still the soundest investment available. It’s our job to develop investor-ready systems that are easy to understand and hold up to scrutiny during funding rounds or exits.
To this end, we automate SaaS metric tracking, which improves investor reporting and provides defensible financial models. If this is a mouthful, you can think of it this way: The central platform we designed according to your needs, and the financial tech stack we developed capture, categorize, and transfer data in ways that improve productivity, enhance performance, and support sustainable growth.
You can leverage the platform and its integrations to generate reports that showcase your success in ways that are easy for investors and leadership to understand. Ultimately, we ensure your financial narrative is accurate, transparent, and aligned with realistic investor expectations.
How involved is an outsourced CFO in the business day-to-day?
Our outsourced CFOs play an active role in your leadership team. The aim is to form a partnership that supports sustainable growth. This includes financial modeling, forecasting, board reporting, and strategic decision-making. They use a combined top-down and bottom-up approach that provides a comprehensive view of your financial health and performance, and helps them deliver an all-round service, while working in tandem with all relevant teams, like finance, sales, and payroll.
What this basically means is that they oversee numbers, yes, but they also assess your financial systems and processes to ensure that finance aligns with your broader business goals and your reporting structure delivers real value. All in all, outsourced CFOs provide clarity and control across all areas of financial management.
What sets TydeCo™ apart when working with SaaS industry clients?
Perhaps the biggest factor that sets us apart is our belief in partnerships. It’s only by working with you that we can deliver services that are entirely relevant to your financial requirements.
Then there is our technical expertise that enables us to combine advanced technical ERP skills with in-depth SaaS knowledge, so we can design financial architecture around your metrics and operating models.
All of this enables us to implement dimensional reporting that is tailored to your performance metrics, while aligning SaaS systems to governing compliance requirements and strategic planning.
To sum it up, your outsourced CFO is a long-term advisor who helps you optimize your financial systems in ways that support sustainable growth and manage complex requirements, for example, ASC 606 revenue recognition.
