Modern Accounting Services for SaaS and Online Companies
GAAP Bookkeeping - Accounting Systems - Dedicated Accountants
How do we bring value? Check it out!
Maren Kate
Founder/CEO of Avra Talent
“Working with Accounting Wise has been a game-changer for our growing startup – Avra Talent! . Our experience in 1 month was 100 times better than the last accounting firm we worked with for a year. They make accounting easy to understand, and their financial planning & advice have been indispensable. I highly recommend to any company looking to streamline & simplify accounting!”
Oisin O'Connor
CEO of ReCharge
“Accounting Wise services are top-notch. As we have grown our company ReCharge from 3 people to 200+ Dan has been the biggest bedrock along the way. His team has taken accounting, bookkeeping, and financial planning off my shoulders allowing me to focus on growing the business. I can’t think of a better partner for any company!”
David Henzel
Serial Entrepreneur
“Accounting Wise took us to the next level and brought me so much freedom! The bookkeeping is completely off of our plate and all the necessary information I need is catered to me in financial reports and our monthly meetings. Especially if you run a business with a distributed team do yourself a favor and work with them.”
"Does your old school accountant really know your SaaS or online business?"
We do! See how we are different from the rest:
A Dedicated Accounting Team
Think of us as your own internal accounting department. We pride ourselves on providing close personal attention which starts with prompt and thoughtful communication. We use Zoom, Slack, Loom, etc. for monthly meetings and daily messaging so that we are just a click away and always on the same page.
We Translate the "Accounting Jargon"
Do you feel lost when looking at financial reports? Does your current accountant send you a huge packet of data that mostly goes unnoticed as you have no clue as what to do with it? We work with our clients to translate your business’s books to real world data that you can actually use.
Deliver on Time. Period.
Do you rely on timely reports to understand your company’s financial performance to make operational decisions? What about pay periodic taxes or determine profit-sharing with partners and more? We know how important this is and establish deadlines for each client that we strictly follow so that you have the data when you need it.
We are Problem Solvers
Our mantra is to bring solutions, not problems. Each business is different which means unique needs and challenges that may arise at any time. We think outside the box to provide customized solutions for each of our clients. If it is something outside of our expertise, we will refer you to our network of professionals or help point you in the right direction.
We Work with Third Parties
Do you have partners, investors, banks, or other third parties requesting financial information or asking questions that is sucking up your time? Send them our way! We work directly with external parties to provide whatever approved information they need so that it is one less thing you need to worry about.
We Scale with Your Business' Growth
We are NOT just bookkeepers. Our team consists of CPAs and professional accountants that have the experience, knowledge and deep “tool box” to be proactive in planning your company’s specific accounting needs and implement systems that scale with your business’ growth.
Services We Offer
Bookkeeping and internal accounting services for SAAS companies, web-based services, and other online businesses.
We take out the guesswork by providing clear and straight forward financial information to allow business owners to steer the business on a path of growth and success.
In addition, we have extensive experience working with customers that have a displaced workforce. and can assist with payments of salary, bonuses, reimbursements, etc.
We have a tax background and an understanding of the importance of accounting for tax liabilities, and other tax-related items that can affect your books.
GAAP Compliant Bookkeeping
We record and classify your financial data based on the need of daily, weekly, monthly or quarterly bookkeeping. We reconcile the accounts and make sure all of the information is accurate.
Clear & Actionable Reports
Once the bookkeeping is complete we prepare standard and customized reports based on the information you would like to see. For example, a cash flow statement shows you were your cash went, while running a vendor report shows a list of companies you paid during the period.
Accounts Payable & Receivable Management
• Payments to global employees
• Payments and invoices
• Invoice recording
Implementation of Internal Systems
• Streamlined expense approval and review system
• Employee reimbursements
• Professional Employer Organization (PEO), payroll provider (Gusto, Rippling, etc.) management
Slack and Zoom Customer Support
Do you have a quick question or is it something that requires time and a screen share? Add us to your Slack and have a channel to your accounting team for convenient conversations or schedule video conference for an in-depth conversation.
Our Approach
People First
Our customers and our team are our Number 1 priority.
Deliver Consistent Results
Once we familiarize ourselves to your business we create a process that ensures we deliver on time, all the time.
Shareholder Mentality
We treat your business as if it were our own. We want your business to grow just as much as you do.
Think Outside the Box
We look for creative solutions to fit our customer’s needs.
Driven to Learn
We love to learn which is why we are able to familiarize ourselves with the nuances of your business and customize a solution for you.
Humility
We are here to serve our customers and your best interests.
Meet Our Team
Dan
Gomez
Founder &
CEO
Dan’s goal is to utilize technology to make business owners’ lives easier. As a CPA, Dan has provided support to many SaaS companies and online businesses to help them grow from a startup to an enterprise.
Rebecca
Varon
Operational manager, CPA
Rebecca is a CPA with a deep skill set from working as a controller for a SaaS company as well as an auditor for Deloitte. She provides valuable expertise thru an intimate knowledge of a variety of businesses, consistent attention to detail, and reliable communication.
Barbara
Guilharducci
Senior AP Specialist
Barbara is the AP and payroll specialist of our client’s dreams. Her meticulous, diligent, and caring nature ensures that vendors, employees, and contractors are paid on time and consistently.
Jesriel
Cruiz
STAFF
ACCOUNTANT
Jesriel’s tech-savvy knowledge combined with solid accounting expertise and experience with SaaS and other e-commerce companies is a great asset for our clients.
Adriana
Larrarte
AP Specialist
Our clients love working with Adriana due to her caring nature, experience and reliability. She works everyday to ensure our client’s AP & Payroll systems never fail and are always supported.
Hira
Aizaz
Staff Accountant, Acca
An ACCA certified (CPA equivalent) accountant and 5 years at Ernst & Young, Hira brings her profound expertise in full-cycle accounting, attentive attitude and pleasant nature to the benefit of our clients.
Jodi-Ann Lewis
Senior Accountant, CPA
Jodi is a CPA with a Master’s in accounting and over 15 years of experience. She has taught US GAAP, meticulous in her work, has a caring attitude and a joy to work with.
Key Benefits
Subscription Based Revenue
Do you offer monthly or annual subscription plans to your customers? We can help you make sure they are recorded correctly, applied to the appropriate periods, all while making your cash position crystal clear.
Stripe Income
We know Stripe like the back of our hand and ensure everything is recorded correctly in the accounting system in order to produce reports so you can analyze and grow your revenue streams.
Multiple Departments / Activities
Do you have multiple product lines you want to track separately? We got you covered as we record data and produce reports per department / activity to give you the visibility you need.
Distributed Workforces
Do you have global employees / contractors? We can help pay your team, process reimbursements/salary and provide meaningful reports to understand your labor costs.
Managing Payroll
We manage and are familiar with a variety of different payroll providers such as ADP, Gusto, and even PEOs such as Trinet.
Intangible Assets
Do you have domain purchases? Need to capitalized software development costs? No problem! We make sure these items are recorded correctly while considering amortization.
“Our company has worked with Accounting Wise for the past ten years and in that time they have taken us from simple spreadsheets to a professionally organized accounting system that has helped grow our business and streamline our finances.”
Nick Cavanaugh
President of Buckle City
“I’ve been a client of Accounting Wise a few years now, and couldn’t be more pleased with the service. Their bookkeeping services have been invaluable and have saved me countless hours in managing my business. I would highly recommend them!”
John Heathco
President of LES Labs
Ready to get started?
We are happy to answer any questions so that you can see if Accounting Wise is a good fit for your company.