Financial Planning & Analysis for SaaS Companies
Finally! A CPA firm that loves data, dashboards and analytics as much as you do.
In an industry where data-driven decisions can make or break your company, it’s shocking how many SaaS businesses fail to manage their finances with the same advanced technologies that power their product and drive their exponential growth.
See into the future with FP&A services from My SaaS Advisor powered by Fathom, delivering the financial insights and projections you need to attract investor funding, budget for strategic initiatives, and manage cash flow to keep your business healthy and thriving.
What it is
- Your business roadmap
- Data-driven decisions
- Business insights
- Cash flow improvement and stability
- Business performance check-ins
How we do it
- Understanding your vision
- Deep data dives
- Projections and "What-ifs"
- Ongoing advisory
Your results
- Informed decisions
- Confident growth
- Proactive problem solving
- Uncover hidden value
- Your exit strategy, on your terms
Engagement Levels
At Accountability Services, we’re happy to take on your business tax filings and keep you in compliance – but to unleash the full power of our team and elevate your business to where you want it to be, we recommend a strategic engagement with My SaaS Advisor.
You have 3 choices when it comes to scaling your business:
Be strategic, proactive, or reactive.
Reactive Approach
Compliance
Get professional support to maintain compliance for business taxes.
- Tax Ready Review
- Business Tax Return
- Individual Tax Return
results:
- Compliance
Proactive Approach
Concierge Essentials™
Enhance financial clarity and plan for what’s coming. Spend time meaningfully on your business.
- Dedicated Accountant
- Monthly Accounting
- Local Tax Filings
- Quarterly Financial Performance Review
- Budgeting, Cash Flow Planning, and "What if" Scenarios
- Best Practices Education
- Tax Ready Review
- Business Tax Return
- Individual Tax Return
results:
- Well Informed Decision Making
- Avoid Risk and Tax Suprises
- Reliable Financials Delivered Monthly
- "Know" What You "Don't Know"
- An Expert in Your Corner
- Clarity & Confidence in Your Financials and Their Impact
- Compliance
Strategic Approach
Concierge MasterPlan™
Take a strategic approach to your business and control what happens next. Build a personal relationship with your professional advisors.
- Tax Estimates
- Dedicated CPA
- Full Access to Advisory Team
- Dedicated Accountant
- Monthly Accounting
- Local Tax Filings
- Quarterly Financial Performance Review
- Budgeting, Cash Flow Planning, and "What if" Scenarios
- Best Practices Education
- Tax Ready Review
- Business Tax Return
- Individual Tax Return
results:
- A Strategy that Aligns with Your Goals
- Maximize Business Value at Exit
- Maximize Tax Savings
- Well Informed Decision Making
- Avoid Risk and Tax Suprises
- Reliable Financials Delivered Monthly
- "Know" What You "Don't Know"
- An Expert in Your Corner
- Clarity & Confidence in Your Financials and Their Impact
- Compliance
Complimentary consultation for business owners
Ready to build out an action plan for achieving your financial goals?
