Ledgerive Bookkeeping and Taxes

Financial Strategies for
SaaS Startups

We originated from a tech-driven venture fund, bringing extensive experience and

specialized knowledge in SaaS accounting.

Trusted by hundreds of thriving startups, including:

Why Specialized SaaS Accounting Services
Are Essential for Startups

Maintaining clean financials for SaaS startups billing via Stripe, QBO, Zuora, and other platforms with varying contract lengths and services is a rare skillset for bookkeeping firms. Understanding metrics like CAC, LTV, and Net Dollar Retention is even rarer. That’s where Ledgerive’s SaaS team excels.

SaaS startups require a partner with deep expertise in working with similar SaaS businesses. From handling bookkeeping and revenue recognition to serving as your CFO in board meetings, we ensure you maintain a clear understanding of key metrics like CAC, cash flow, ARR, NDR, and more.

Our Services

Ledgerive’s SaaS-focused accounting team consists of experienced controllers, accountants, and bookkeepers who understand your business. They work with you to develop tailored accounting processes that fit your needs. Our SaaS accounting services are unparalleled in the industry

Fractional CFO

Comprehensive strategic support, covering everything from cash flow and fundraising to scenario planning and beyond.

Bookkeeping & Month End Close

Always-on, fully managed support. Leave your startup accounting worries behind.

Tax Filings & Credits

Seamless in-house tax compliance and filing support, fully managed for your peace of mind.

Tech Stack Setup

We'll assist you in establishing a scalable startup accounting tech stack.

Financial Modeling & Planning

We handle all your financial planning and modeling, allowing you to concentrate on growth.

Fundraising Support

With our CFO and FP&A support, we empower founders to excel in fundraising.

Why SaaS Startups Choose Us

Our track record and talent. We are your long-term SaaS accounting partner. The US-based team we allocate to you will work with only a handful of clients at a time, ensuring they are high-touch, embedded in your business, and feel like an in-house team. Here are the key reasons why startups prefer us.

01 Focus on Growth

We handle the financials so you can focus on scaling your business.

02 Proven Track Record

Trusted by hundreds of successful startups.

03 Continuity

We support you from seed to exit, so you never have to switch firms.

04 Expertise

Our team consists of experienced controllers, accountants, and bookkeepers who specialize in SaaS accounting.

05 Tailored Solutions

We develop accounting processes that fit your unique business needs.

06 Comprehensive Support

From financial planning to tax compliance, we offer end-to-end services.

The Next Generation of Startup Accounting

What Other Forms Provides

What We Provides

FAQs

The main reasons startups choose to work with us are:

Our track record: We’ve helped countless startups grow from a few team members to hundreds of employees, and for many, we’ve scaled with them through their exits. 

In-House Feel: With other firms, you’ll likely get a team from a service center that is working with 15 or 20 clients at a time. We are the opposite side of the spectrum. We are your long-term partner, and the US-based team we allocate to you will only be working with a handful of clients at a time, so they can be high-touch, embedded in your business, and feel like an in-house team. 

Scalability: Hopping from accounting firm to accounting firm as you scale is not fun. That’s why startups prefer Graphite. We are a one-stop-shop. We handle everything (bookkeeping, operational accounting, CFO, FP&A, tax, etc.) and have yet to meet our match in terms of scale.

Robust Reporting: The clients that work with us receive some of the most insightful business reporting in the industry. Here is an example of our financial health dashboard that we set up for our clients. We help our operators keep a tight understanding of unit economics, growth and capital needs.

Top Talent: Our team members have worked with hundreds of startups, and have a wealth of knowledge about your specific industry.

Our pricing structure is really simple and extremely fair…it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.

Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Ledgerive team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.

Every client we work with is assigned a dedicated team, usually consisting of two to four team members. Of those team members, we will define a main point of contact. We love Slack, so if you use it, we can create a Slack instance and communicate there. We also will create an email alias so you can simply email one email address that will go to your entire Graphite team.

We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.

Our Executive Team

Our team comprises CFOs, accountants, investors, and entrepreneurs with extensive expertise in startup finance, accounting, and tax.

Sean Bies

Founder, CEO
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Michael Smith

COO
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Donny Tyra

Chief Strategy Officer
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Josh Leider

Head of Growth
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Adam Smith

Head of Customer Success
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Locations: WY HQ / Clients around the world

With team members across the country and clients worldwide, we cast a wide net.

Reach Out to Us

The smartest move you’ll make for your business this week. Drop us a message below.

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