Bookkeeping & Accounting for Saas Companies2020-12-01T01:00:35+00:00

You should know your CLTV/CAC ratio, churn, and other SaaS metrics. And you should have an accountant or fractional CFO who helps you with them.

Investors will be looking at your critical numbers. You need to have reliable, up-to-date books and financials, and KPI analysis so you can steer your business.

  • Scaling Up – The Shortest Path

  • A Forecast You Can Count On

  • Your Accounting and Fintech Stack, Built from Experience

  • We’ll Clean Up, You Focus on the Big Picture

   Entreflow Hubdoc top 50 cloud accountant 2018 status   


Our Approach

Key Benefits

We’re your secret weapon for growth. We take care of bookkeeping and accounting for your Saas company, and provide SaaS specific CFO Services. We help guide your growth with goal-orientation, KPI design, building SaaS metrics from reliable data, and providing analysis and financial guidance. We act for management in conversations with investors. We understand that Saas bookkeeping services need to be low maintenance so your focus can lie with bigger priorities. Accounting for Saas companies is one of our specialties, our consultants are ready to help you through any catch-up bookkeeping, tax filings, and SaaS specific accounting and finance systems.

Scaling up the business on software
Scaling up – the shortest path

The fastest way to growth is through: setting goals, breaking them down into actionable steps, and measuring progress. Effective KPI design means the whole team is aligned. 

A Forecast You Can Count On

A forecast that’s built for management and investor purposes, that’s easy to roll forward using actual data from accounting and fintech systems. Projections that update based on benchmarks, drivers and historical averages.  The ability to plan and run scenarios. The ability to keep track of actuals vs. plan.

Staff memeber with client
Accounting consultant with client
Your Accounting and Fintech Stack, Built from Experience

You can feel confident that our accounting consultants know the right software for accounting for Saas companies. We’ve worked with many of these companies before, and we understand the need for clean books.

We’ll Clean Up, you Focus on the Big Picture

Our Saas bookkeeping services can include catch up projects so send us your boxes of receipts. Our SaaS accounting services can take care of all your tax filings and NTR Financial statements. Month to month, we’ll close your books and reconcile everything.

Focus on the Big Picture

Our Clients Say the Nicest Things

management consulting services person icon

“They have seriously helped my business get organized and take things that were holding us back from moving forward off of our hands.”

Daniel Moscovitch | More Hot Leads

management consulting services person icon

“Iain and Helina are super knowledgeable, very personable and have a huge amount of integrity. It’s obvious they really care about helping you and your business succeed.”

Jonathan Mosley | Momentum Business Growth

management consulting services person icon

“Helina and the team are a joy to work with. They are so down to earth, charismatic and tech savy, that getting help from Entreflow is easy and a breath of fresh air.”

Pax Frias | Restore Human

 Our Business Insights Resources

Secret Weapon Chats: How to increase your profits by moving to the cloud


Register Now About the Event Across many industries, businesses are leveraging cloud-based technologies including accounting software, CRMs, and production management software to increase efficiencies and profits, and reduce costs. With the added challenges added to businesses in the past two years, there is [...]


Let’s crush some goals together

The first step is a conversation about your business and how we can help.

Contact Us