Turn Financial Forecasting Into Your Growth Advantage
SaaS financial planning requires specialized expertise. Our comprehensive forecasting services include:
Custom KPI Dashboards
Track your most critical metrics including MRR, ARR, customer churn, and CAC in real-time with clear, actionable insights.
Cash Flow Projections
Get accurate predictions of your capital needs across development, hiring, and expansion phases to prevent costly cash shortages.
Growth Scenario Modeling
Model different pricing strategies, market expansions, and hiring plans to make confident decisions about your company’s future.
Investor-Ready Reporting
Regular reviews that help you understand variances and adjust your strategy before small issues become expensive problems.
Budget vs Actual Analysis
Model different pricing strategies, market expansions, and hiring plans to make confident decisions about your company’s future.
Why Choose Our SaaS Forecasting Team?
Here’s what makes our forecasting services different:
We are focused 100% on tech companies’ futures. From cash flow projections to growth modeling, we create accurate forecasts while you build your business.
No waiting days for forecast updates. We use Slack and Zoom to give you quick, clear answers about your projections and growth plans whenever you need us.
We know what drives SaaS success – from CAC and LTV to expansion revenue. Our forecasts show you the numbers that matter for your software business’s future.
From basic budgeting to complex scenario modeling, we adapt our forecasting as your business evolves. Our team has the tools and knowledge to project every growth stage.
We’ve helped companies avoid costly cash crunches and scale strategically. Whether you’re bootstrapped or funded, we’ll help you plan your path to success.
How Our Onboarding Works
Getting your books in order shouldn’t be complicated. We’ve created a clear, two-phase process to get you from messy books to stress-free accounting services. Here’s exactly how we work:
Phase 1: Finding The Right Fit
Simple steps to make sure we’re perfect for your SaaS company:
1. Quick Chat (30 mins)
- Share your needs and goals
- See if we’re the right fit
- Get your questions answered
2. Account Review (1-2 weeks)
- Review your current setup
- Check your books and systems
- Create your custom plan
3. Proposal & Agreement (1 hour)
- Get your detailed solution
- Review pricing and timeline
- Start your onboarding
Phase 2: Setting Up Your Success
We make getting started smooth and simple:
1. Quick Start (1-2 weeks)
- Meet your dedicated team
- Set up tools and access
- Connect your accounts
2. Account Review (1-2 weeks)
- Clean up past records
- Set up SaaS KPIs
- Create custom reports
3. First Reports (1-4 weeks)
- Review initial numbers
- Adjust to your needs
- Fine-tune everything
4. Ready to Grow
- All systems running
- Clear processes in place
- Ongoing support begins
Start Your Business Budgeting And Forecasting Journey
Advanced Forecasting Tools & Technology
Here’s what powers our work:
Financial Management
Communication
Team Payments
Project Management
FAQs
Have more questions? Let’s talk.
Business forecasting helps you predict cash needs, plan hiring, make pricing decisions, and prepare for investor conversations. We help you see potential cash flow issues before they happen and identify the best opportunities for growth.
We track essential SaaS metrics including MRR, ARR, customer churn, CAC, LTV, expansion revenue, and burn rate. Our forecasts give you clear visibility into both standard financial metrics and SaaS-specific KPIs that drive your business.
We provide monthly forecast updates with actual vs. projected analysis. We also offer immediate updates when significant changes occur, like new funding rounds or major customer acquisitions, helping you stay agile in your decision-making.
Yes. We create professional financial projections that answer key investor questions about unit economics, growth trajectory, and cash needs. Our forecasts have helped clients secure funding from seed stage through Series C.
We specialize in SaaS companies and understand the unique metrics that drive software business success. Our team brings 34 years of combined experience working specifically with tech companies from startup to scale.
We can begin with a free strategy session within 24-48 hours. During this call, we’ll review your current financial situation and forecasting needs to create a customized plan for your business.
We use your preferred platform (Slack, Teams, or Zoom) for regular updates and urgent questions. You’ll have direct access to your dedicated team for quick responses when you need them.
Blog Posts
Picture your MRR spreadsheet showing $500,000, but your bank account tells a different story. Your finance team spends hours reconciling numbers that …
Your SaaS company collects mountains of data, but can you predict next quarter’s performance? Through our accounting services, we help companies transform …
Starting a business is not easy! There are so many variables. So much to think about, and so much to work on, …
Have you heard of Unearned Revenue? Recognizing your revenue? AP System? Bill.com? QBO? Xero, etc…? In this post I will go over …