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!”
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!”
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.”
We do! See how we are different from the rest:
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.
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.
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 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.
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 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.
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.
We’ll make sure your past financial records are accurate and up-to-date.
We’ll get your accounting software, tools, and processes all set up and ready to go.
We’ll take over the day-to-day accounting and finance tasks, so you can focus on running your business.
We’ll record your financial transactions regularly, whether that’s every day, week, or month.
We’ll work with you to create financial plans and predictions for the future.
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.
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.
Your team comes first! We help your company with money matters in a friendly way that makes everyone happy.
Once we get to know how your software company works, we make sure all your numbers are done on time, every time.
As your SaaS CPA team, we care about your business just like you do. When you grow and do well, we celebrate too!
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’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 not here to show off – we’re here to help your business do great! We listen carefully to what you need.
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.
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.
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.
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.
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.
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.
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.
Our SaaS accountant team makes subscription billing easy:
As your SaaS CPA, we:
Our accounting services help you see the big picture:
Help you make smart choices about your SaaS accounting
Our SaaS accountant helps you handle worldwide teams:
As your SaaS CPA, we work with all the top payroll tools:
Our accounting services handle your special business items:
“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.”
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!”
President of LES Labs
We are happy to answer any questions so that you can see if Accounting Wise is a good fit for your company.