Bookkeeping & tax for SaaS founders.
Your company is doing $2M to $5M and the books are either a month behind or something you still check yourself. We automate your bookkeeping, close it every month, keep your sales tax and returns on time, and walk you through what the numbers say.
What we run for you
- SaaS bookkeeping: Bank, cards, payroll and Stripe reconciled and closed every month.
- Automated bookkeeping: Connected feeds and rules do the entry. A person reviews every close.
- SaaS sales tax: Where you owe, whether your product is taxable there, registration and filing.
- Revenue recognition: Subscriptions booked to the months they're earned, so revenue and deferred revenue are real.
- Fractional CFO: Forecast, burn, runway and the board update, with the seat covered part-time.
- Tax preparation: Business returns, Delaware franchise tax and the R&D credit question, on time.
What lands in your inbox each month
- Profit and loss, balance sheet and cash
- Burn and runway
- MRR, churn and revenue from your billing system
- Deferred revenue and what was earned this month
- Sales tax due, by state
- What changed from last month, in plain words
Who runs it
Tania Potter has spent more than twenty years running operations as a director of operations and COO. She is a registered tax preparer and QuickBooks Certified, and has worked with founders and owners since 2016.
Who is this for?
SaaS founders with roughly $2M to $5M in revenue who want accurate books, clear monthly numbers and less of it done by hand. If you're earlier or larger, book the call anyway and we'll tell you honestly whether we fit.
Do I have to switch accounting software?
QuickBooks Online is where we work best. If you're on something else, bring it to the call and we'll tell you what a move would involve, or whether you need one at all.
Who owns the books and the logins?
You do. Your accounts stay in your company's name, connected through each provider's own sign-in, and you can see everything we do.
Do you file sales tax too?
Yes. We work out where you owe, register you where you need to be, and file on each state's schedule.
Book a free 30-minute call
CEO Books & Tax is a service of Virtual OPS, LLC — Tax, Accounting & Fractional Leadership.