Accounting Wise

SaaS Accounting Services for Online Companies

GAAP Bookkeeping - Accounting Systems - Dedicated Accountants

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How do we bring value?  Check it out!

Maren Kate

Founder/CEO of Avra Talent

5/5

“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
Oisin O'Connor

CEO of ReCharge

5/5

“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, CEO of Taskdrive
David Henzel

Serial Entrepreneur

5/5

“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 SaaS Accounting Team

Think of us as your own internal accounting department. We believe in building strong client relationships based on open communication. This means we respond quickly and help you understand things. We use Zoom, Slack, and Loom for meetings and messages. This way, we are always ready to help you.

We Explain Accounting in Simple Words

Do you get confused when you look at financial reports? Does your accountant send you lots of numbers that you don’t understand? We help you see what the numbers mean for your business and make it easy for you to use this important information.

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Always on Time

Do you need reports to make big choices about your company? Do you need them to pay taxes or share profits? We know this is very important. As part of our commitment to providing excellent SaaS accounting services, we make sure to always give you the numbers when you need them.

We Love Solving Problems

We like to help, not make things harder. Each business is different which means unique needs and unique challenges. As your SaaS accountant, we think outside the box to provide personalized solutions just for you. 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 Talk to Other People for You

Do you have partners, investors, banks, or other third parties requesting financial information? Do their questions take up a lot of your time? Send them to us! Our SaaS accounting services include talking to these people for you. We’ll give them what they need, so you don’t have to worry.

We Grow with Your Business

We are NOT just bookkeepers. Our team consists of CPAs and professional accountants that have the experience, knowledge and a deep “tool box” to be proactive in planning your company’s specific accounting needs and put systems in place that scale with your business’ growth.

SaaS Accounting
Services We Offer

We provide specialized accounting services for web-based businesses and online companies. View our accounting service packages to find the right fit for your business.

We make financial information clear and easy to understand. This helps business owners make smart choices to grow their companies and be successful.

We have a lot of experience working with businesses that have employees in different locations. We can help with paying salaries, bonuses, and reimbursements for work expenses.

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.

Accounting services

Cleaning Up Past Records

We’ll make sure your past financial records are accurate and up-to-date.

Setting Up Your Systems

We’ll get your accounting software, tools, and processes all set up and ready to go.

Transitioning to Regular Work

We’ll take over the day-to-day accounting and finance tasks, so you can focus on running your business.

Bookkeeping

We’ll record your financial transactions regularly, whether that’s every day, week, or month.

Budgeting and Forecasting

We’ll work with you to create financial plans and predictions for the future.

Reports That Make Sense

After we finish the bookkeeping, we make regular and special reports based on what you want to see. For example, a cash flow statement shows you where your money went, and a vendor report shows a list of companies you paid.

Accounts Payable & Receivable Management

  • Payments to global employees
  • Dealing with payments and bills
  • Recording bills

Setting Up Systems Inside Your Company

  • Making it easier to approve and review expenses
  • Employee reimbursements
  • Professional Employer Organization (PEO), payroll provider (Gusto, Rippling, etc.) management

Helping You on Slack and Zoom

If you have a quick question or need more help, you can add us to your Slack. You can easily talk to us there or set up a video call for bigger discussions.

How We Help SaaS Companies

People First

Your team comes first! We help your company with money matters in a friendly way that makes everyone happy.

We Get Things Done Right

Once we get to know how your software company works, we make sure all your numbers are done on time, every time.

Shareholder Mentality

As your SaaS CPA team, we care about your business just like you do. When you grow and do well, we celebrate too!

Think Outside the Box

We’re good at coming up with new ideas to fix problems. If the usual way doesn’t work, we’ll find a better way!

We Love to Learn

We’re always excited to learn new things. That’s why we work hard to understand your business and find the best way to help you.

We're Here to Help

We’re not here to show off – we’re here to help your business do great! We listen carefully to what you need.

Meet Our Team

Dan Gomez Accounting Wise

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, Officer Manager

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
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.

How SaaS Accounting Services Help You Grow

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Managing Your Subscriptions

Our SaaS accountant team makes subscription billing easy:

  • Record monthly and yearly plans correctly
  • Match payments to the right time periods
  • Show you exactly how much money you have
  • Keep your cash flow crystal clear
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Mastering Stripe Payments

As your SaaS CPA, we:

  • Handle all your Stripe transactions perfectly
  • Put every payment in the right place
  • Create simple reports that show your money growth
  • Help you spot ways to earn more
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Tracking Different Products

Our accounting services help you see the big picture:

  • Watch each product line separately
  • Create easy-to-read reports for each part of your business
  • Show you which products make the most money

Help you make smart choices about your SaaS accounting

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Global Team Support

Our SaaS accountant helps you handle worldwide teams:

  • Pay employees and contractors anywhere
  • Handle expense reports quickly
  • Process salaries smoothly
  • Track labor costs clearly
  • Show you exactly where your money goes
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Expert Payroll Help

As your SaaS CPA, we work with all the top payroll tools:

  • Set up and run ADP systems
  • Manage Gusto payments
  • Work with PEOs like Trinet
  • Keep everything running smoothly
  • Make payday stress-free
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Smart Asset Management

Our accounting services handle your special business items:

  • Record domain names properly
  • Track software development costs
  • Handle amortization correctly
  • Follow all SaaS accounting rules
  • Keep your books accurate
5/5

“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
Nick Cavanaugh​

President of Buckle City

5/5

“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
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.