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FPG-USA Financial Services for
SaaS COMPANIES

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💻SaaS (Software as a Service) Companies

You focus on product, users, and scale. We focus on cash flow, metrics, and financial clarity. At FPG-USA, we support SaaS founders through every growth stage — from startup through Series A and beyond.

 

Our services are designed to deliver actionable insight, clean books, and strategic visibility so you can make smarter decisions with investor-grade financials.


— Richard Kahn, Founder & CFO, FPG‑USA

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1️⃣ Introduction

Software-as-a-Service businesses live and die by metrics, burn rate, and recurring revenue. Whether you're pre-revenue, scaling with a subscription base, or preparing for due diligence — your financial backend must be precise, timely, and growth-ready. FPG-USA equips SaaS leaders with the structure and visibility to grow with confidence.​

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2️⃣ Why SaaS Finances Are Unique

• Deferred revenue and subscription modeling
• CAC, churn, and LTV tracking
• Capital raises and investor reporting
• R&D expense allocations
• Burn rate management and cash runway
• Accrual vs. cash complexities for MRR/ARR clarity (Monthly/Annual Recurring Revenue)

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3️⃣ How FPG-USA Helps SaaS Founders

• QuickBooks Online setup and SaaS-specific chart of accounts
• Subscription revenue tracking
• Monthly reporting (MRR, ARR, burn rate, etc.)
• Strategic CFO advisory for funding rounds
• Financial modeling for growth and runway
• Forecasting cash flow based on pipeline and churn
• Integration with Stripe, Chargebee, Gusto, and more

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4️⃣ When to Engage Us

• You're preparing for seed or Series A funding
• You’ve outgrown your spreadsheet-based tracking
• Revenue is scaling but costs aren’t clear
• You’re merging finance ops after an acquisition
• Investors want standardized reports or budget forecasts

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5️⃣ Sample Monthly Services Scope

• Bank, credit card, and Stripe reconciliations
• Categorization of revenue by product/tier
• Founder draw tracking and expense reimbursements
• Deferred revenue schedule management
• Monthly reporting with investor-grade metrics
• Cash burn and 12-month forecast
• Quarterly board reporting available (add-on)

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6️⃣ Metrics & KPIs We Track

• MRR / ARR (Monthly/Annual Recurring Revenue)
• Churn and retention rates
• CAC (Customer Acquisition Cost)  and LTV (Lifetime Value)
• Runway and cash burn
• Active users, seats, or licenses
• Revenue by product or plan
• Contribution margin
• Fundraising readiness metrics

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7️⃣ Tech Stack & Integrations

• QuickBooks Online
• Stripe, Chargebee, Recurly
• Gusto, Deel, Rippling
• Notion, Slack, ClickUp for dashboard delivery
• Custom integrations available for platforms and internal tools

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8️⃣ See Our Tiered Services Plan

Whether you're still building your MVP (Minimum Viable Product) or scaling past $3M ARR (Annual Recurring Revenue), our SaaS financial support scales with you.

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🚀 Ready to Discuss Your Needs?

Whether you're optimizing food cost, preparing to scale, or just need clarity in your books — we’re here to help.


👉Click here to schedule your free strategy call with our CFO ›

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Schedule
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Ph:  417-862-4710
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