SaaS Accounting with Perpetual CPA

If you are searching for software as a service accounting (Saas), we are here to assist. At Perpetual CPA, our expertise is in helping SaaS firms like yours function smoothly by meeting their unique financial needs, whether as a startup, during periods of growth, or somewhere in between or beyond.

Do you need to forecast the next 24 months? Or you may need to calculate your CAC or LTV. Maybe you just want financial statements in order to complete your taxes. We are here to help with whatever your accounting needs are.

SaaS Accounting: What Does It Involve?

Accounting SaaS is a method in which a service provider hosts an application. Also known as “cloud accounting software,” SaaS software is securely accessible through a PC or mobile device rather than utilizing local software installation and maintenance.

SaaS Accountants: What Should You Look For?

Keeping accurate financial records for a SaaS company can involve specific challenges that firms are often unprepared for. Some clients we work with came to us from other accounting service providers with major revenue recognition and deferred revenue issues, particularly from web bot bookkeepers and non-SaaS CPAs. From there, they often find that minor mistakes may quickly escalate into major issues, requiring the restatement of balance sheets and income statements.

At Perpetual CPA, we integrate automated tools with trusted expert controllers and CFOs, collaborating with both corporate and SMB/consumer-focused businesses that generate recurring income. Our custom-built work-flows software integrates seamlessly with QuickBooks Online, saving you money by reducing labor costs. You may then take it to any supplier, prospective acquirer, or auditor.

The top SaaS accountants are familiar with the complexities of revenue recognition, GAAP expenditure recognition, business vs. consumer SaaS billing systems, and other issues. Furthermore, accountants that specialize in the recurring business model may assist entrepreneurs in considering the financial consequences of various invoicing and pricing strategies.

Our accounting team has collective expertise with everything from hardware as a service to recurring app-revenue models to corporate SaaS contract revenue recognition, with an average of over 11 years of experience.

Collaborate With the Best SaaS Accountants in Portland, Oregon (And beyond)

At Perpetual CPA, our aim is to stand out by taking personal responsibility to save our CEOs time by handling the essential bookkeeping responsibilities that other financial providers leave in the hands of their busy clients.

We can help our clients with acquisition due diligence and raising capital requirements.

Bookkeeping, Accounting, and CFO Services for Your SaaS Organization—Every Step of the Way

Our expansive services grow with your business, enabling you to concentrate on what matters most: driving subscriber growth, minimizing churn rates, and controlling other essential key performance indicators. Our services range from bookkeeping to virtual chief financial officers. You may rest assured that our accounting specialists understand the unique requirements of your cloud-based organization.

Services Tailored for Your Future Growth

Are you aiming to expand your SaaS business? A virtual CFO may assist you with strategic planning, financial health checks, and other tasks. Contact us to request a consultation with a virtual CFO to ask questions, discuss business, and learn more about Perpetual CPA’s CFO services.

Services Customized for Your SaaS Company

Get customized bookkeeping, accounting, and CFO services for your SaaS business. We will concentrate on integrating cutting-edge technology, controlling revenue recognition, managing share compensation and issuances, and other matters specific to your company.

Reporting Accuracy: Vital to Your Success

Financial reporting accuracy is critical to your company’s success. Our controllers and CFOs can assist you in managing investor-driven indicators such as average contract values, committed MRR, CAC payback durations, CLTV, profit and growth, and capital efficiency.

Get the Technological Resources You Need to Succeed

Using the top resources in the field, we have automated a portion of the process to provide you with the simplified functionality you need for maximum efficiency. Our SaaS technology stack automates bill pay, payroll, accounting procedures, and more, saving time and enhancing overall performance and accuracy.

Valuable Advice from SaaS Experts

Perpetual CPA has hands-on experience working with software startups that use Saas Technologies. With our comprehensive industry-specific strategies, we will walk you through raising capital, financial modeling, investor interactions, and much more. Contact us on our website, email us at [email protected], or call 503-217-6101 for more information or to set up an appointment.

Let Perpetual CPA help you start strong and keep getting stronger.

Ask a Question

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We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you.


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frequently asked questions

  • What Is A Virtual CFO & How Can It Transform My Business?
    • a. A Virtual CFO can be a much-needed sounding board, coach, and guide. Outsourced Virtual CFO is generally not just one person, but an experienced team of professionals providing a full-stack Accounting and Finance Department at a fraction of the cost that it would otherwise cost a business to hire even just one full-time CFO internally. The right virtual CFO service team, such as the one at Perpetual CPA, can deliver timely, detailed, comprehensive financial reporting, interpret the financial data, prioritize recommendations, give expert guidance on how to execute those recommendations, and ultimately give a better path to business success.
  • How can a Virtual Accounting Department help small businesses scale and grow?
    • a. A growing number of small businesses are opting to outsource services such as IT, human resources, or accounting. The benefit of a Virtual Accounting Department is that the company can reduce or increase services to accommodate current business needs. Because the service provider has multiple clients they can absorb fluctuations in workflow more easily than the average small/medium business can on its own.

      b. A Virtual Accounting Department can integrate with a company’s own accounting department to create a blended solution or provide a full-stack accounting department, including Accounting Staff, Manager, Controller, and Virtual CFO. By using a Virtual Accounting Department Small business owners don’t have to worry about hiring, training, figuring out compensation, and payroll compliance for the internal accounting team. Also as the business grows and new and more complex accounting and tax issues come up, the outsourced Virtual Accounting Department can provide all the needed expertise to facilitate continued business success.
  • What are the benefits of hiring a CPA firm?
    • a. Certified Public Accountants (CPAs) do a lot more than just crunch numbers and prepare taxes. They provide valuable expertise and strategies to help businesses and individuals achieve their business and financial goals. A CPA firm can help small businesses with management financial reporting, tax compliance, strategic business advice, and much more. Firms like Perpetual CPA, that specialize in helping small and medium-sized businesses achieve growth, can also provide Virtual CFO services, that help the business owners have the foresight into the short-term future cashflows and be able to more successfully navigate their business performance.
  • What are the best strategies for small business growth?
    • a. A business growth strategy is, simply, a plan of how a business gets from where it is today to where it wants to be in the future.

      b. Some of the questions to consider when coming up with a growth strategy are:
      i. Where will the business get new customers from?
      ii. How will the business expand into new markets?
      iii. What new products could the business offer?

      c. In reality, what happens with many small businesses, is that they generally achieve a specific level of business activity or sales and then the business growth trend flattens. In those cases, working with a firm like Perpetual CPA, which provides Virtual CFO services, can help small businesses avoid stagnation. Virtual CFO services, aside from providing timely accounting and tax reporting, can also provide valuable insight into the current performance of the business, as well as, foresight into the future cash flows for the business. Perpetual CPA Virtual CFO team helps small businesses interpret their financial information and come up with business strategies to help improve business performance and achieve growth.
  • What are the best strategies for small business risk management?
    • a. A risk management plan helps a business develop a detailed strategy to deal with certain risks that are particularly important for the businesses’ success.

      b. For many small and medium-sized businesses, the easiest way to develop and implement a business risk management plan is to work with a reputable CPA firm, such as Perpetual CPA. Large corporations invest a lot of resources and time into managing risk, which is a material factor that allows those large corporations to continue to generate billions of dollars in revenue every year. Small businesses, however, almost never manage any business risks, which is the major reason that over half of all the small businesses do not survive for more than 5 years. Generally, small business owners are not experienced corporate business professionals and lack the needed business knowledge, yet they often have to wear many hats while trying to get their businesses off the ground. In those situations, a CPA firm such as Perpetual CPA, can help small businesses better manage tax compliance risks, cash flow, internal controls, business administration, financial reporting, and much more.
  • What is Strategic Advisory and Virtual CFO? / How do Strategic Advisory and Virtual CFO services work?
    • a. When small businesses start spinning wheels, it is a good time to consider hiring a reputable CPA firm, such as Perpetual CPA, which can provide both Strategic Advice and Virtual CFO services.

      b. As a strategic advisor, the CPA firm will work with business management to improve the effectiveness and profitability of the business. They will look holistically at the business and find ways to operate the business more efficiently, increase customers through additional or improved marketing or improve customer touchpoints and service.

      c. As a Virtual CFO, the CPA firm is like a part-time version of a traditional CFO or Chief Financial Officer plus a full Accounting support team. They perform the tasks that in a larger organization would be performed by the CFO, Controller, and Accounting Staff such as preparing and overseeing the budget process, identifying and analyzing current and future trends, and developing strategies for the business growth.
  • How can timely financial visibility and management reporting help with better business decisions and growth?
    • a. A simple way to a successful business is to prioritize the timely financial visibility and management reporting as it means:
      i. Timely financial information and analysis are essential for making informed decisions, evaluating your company’s results, improving financial performance, and ensuring you are on the path to meet your strategic goals.
      ii. Management reporting is a source of business intelligence that helps business leaders make more accurate, data-driven decisions. But, these reports are most useful if they are available timely and the management receives proper interpretation of the business financial information.

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