SaaS Accounting Built for Modern Subscription Businesses
SaaS companies scale fast. Your accounting should, too.
Resolve Works specializes in SaaS accounting solutions that grow with you, from accurate day-to-day bookkeeping to investor-ready reporting, automated revenue recognition and CFO-level strategy.
Whether you’re an early-stage founder building your first financial foundation or a Series A team navigating increasing complexity, we deliver the clarity, structure and insight you need to move confidently.
Why SaaS Companies Need Specialized Accounting
Subscription businesses don’t operate like traditional companies — and their accounting shouldn’t either. SaaS teams face challenges that standard bookkeeping simply can’t support:
- Recurring billing cycles (monthly, quarterly, annually)
- Complexity around revenue recognition (ASC 606)
- Deferred revenue schedules
- Customer churn and expansion dynamics
- ARR, MRR, CAC, LTV — metrics that matter to investors
- Multi-entity or multi-state payroll and compliance
- Heavy reliance on integrations and tech-stack coordination
When these systems aren’t set up correctly, founders end up with:
- Inaccurate numbers
- Spreadsheets everywhere
- Difficulty raising money
- No visibility into performance
- Stressful year-end closes
As CEO and Founder Jillian Mittelmark, CPA, puts it:
“We help SaaS companies move from manual spreadsheets to scalable, automated systems that deliver clarity, compliance and confidence.”
The Inflection Points That Require Stronger Financial Systems
Most SaaS teams reach a moment where spreadsheets break and internal processes can’t keep up. Common inflection points include:
- Preparing for a seed, Series A or Series B raise
- Adding headcount across engineering, customer success or sales
- Introducing new pricing or packaging
- Expanding into new states or creating a new entity
- Spikes in revenue or churn that require deeper analysis
- Board members requesting cleaner, more reliable reporting
- Month-end closes taking longer than they should
- Difficulty understanding true cash runway
These transitions expose gaps in systems, data flows and financial reporting. By partnering with Resolve Works early, SaaS companies get ahead of the complexity and build a finance structure that is scalable, auditable and aligned with investor expectations.
The Resolve Works SaaS Accounting Framework
We support SaaS finance teams across three layers of growth:
How We Work With SaaS Companies
At Resolve Works, we don’t just process transactions we build the financial infrastructure behind growing subscription businesses. Our team embeds into your operations, learning your product, understanding your billing logic and mapping your metrics to the realities of your model.
Because SaaS finance depends on accuracy across your entire revenue engine, we coordinate:
- Billing platforms (Stripe, Chargebee, Recurly, Paddle)
- CRM and sales systems (Salesforce, HubSpot)
- Subscription metrics tools
- Accounting platforms (QuickBooks Online + integrations)
- Payroll and HR systems
- State, local and multi-entity compliance
Most founders come to us when they can no longer trust their numbers — or when an investor asks a question the internal team can’t answer. We build long-term solutions: clean processes, automated systems and reporting that makes sense to operators, boards and diligence teams alike.
What Makes Resolve Works Different for SaaS
Client Success Story: Automating Revenue Recognition for a SaaS Platform
The Situation
A rapidly growing B2B SaaS company was processing 1,000–1,500 invoices per month, with hundreds requiring deferred revenue schedules. All revenue recognition was tracked manually in spreadsheets outside the accounting system.
The Problem
Manual processes created gaps in accuracy, visibility and investor readiness:
- No clarity into earned vs. deferred revenue
- No customer-level reporting
- Inaccurate or incomplete MRR/ARR metrics
- A single monthly journal entry that lacked detail
- Slow, error-prone month-end closes
Leadership couldn’t trust the numbers — and investors were asking questions the team struggled to answer.
The Solution
Resolve Works implemented FinOptimal, integrating automated revenue recognition directly into QuickBooks Online. This eliminated spreadsheets and ensured every invoice generated a correct amortization schedule.
Key improvements included:
- Automated processing of 1,000+ invoices each month
- Correct recognition of 400+ deferred revenue contracts
- Clean, auditable data flowing into QuickBooks
- Cohort-level and customer-level insight
The Results
The company’s entire revenue engine transformed:
- 100% accuracy between QuickBooks and automation reports
- Real-time visibility into revenue performance
- Accurate, investor-ready MRR/ARR
- A scalable financial foundation designed for growth and fundraising
In Jillian’s Words
Automation doesn’t just clean up your books. It also gives you the clarity to grow,” said Jillian Mittelmark, CPA.
