Fractional CFO & Accounting Support for SaaS Companies
See how our customers are using TrueRev to save time, improve accuracy, and optimize understanding of their revenue.
Is your SaaS Company Facing These Common SaaS Challenges?
Still updating your SaaS metrics manually instead of seeing MRR, NRR, churn, and cash flows in real time?
Is your product catalog and Chart of Accounts built for SaaS, or is it holding back clean reporting and smooth operations?
Are your CRM and QuickBooks actually in sync — or are you constantly fixing data issues across systems?
Need SaaS finance expertise on demand, but not enough work (or budget) for a full-time CFO or full time accounting team?
If these sound familiar, you're not alone. That’s why we created Fractional CFO & Accounting Support—a structured, productized service that gives you exactly what you need, without the uncertainty of open-ended consulting.
"For one client, we found over $100,000 of invoices that were just never created and never sent out. TrueRev clearly exposed the errors and what that meant to the bottom line."
What We Do
Our Fractional CFO & Accounting Support services help SaaS founders gain financial clarity, ensure compliance, and scale efficiently. Whether you need occasional CFO-level strategy or ongoing accounting support, we can tailor a plan that fits your business.
Our Approaches:
Fractional CFO & Accounting Services
Get financial expertise, forecasting, and reporting support when needed.
TrueRev + Accounting Services Bundle
A streamlined solution that automates revenue recognition and improves financial processes.
“TrueRev is our single source of truth”
How We Work With You
Instead of traditional consulting, we offer clear outcome-driven packages with fixed or hourly pricing.
Revenue Automation Setup
• TrueRev implementation
• Historical revenue cleanup
• SaaS workflows automated
You're new to TrueRev or need a clean starting point
Fractional CFO Support
• Forecasting & cash flow planning
• Board-ready financials
• Monthly SaaS metric reviews
You need strategic finance help but not full-time
Fundraising Readiness
• Financial model prep
• Metrics tuning for investors
• Due diligence support
You're raising capital or preparing to exit
Ongoing Accounting Services
• Monthly close & reconciliations
• Rev rec support
• TrueRev + QBO sync monitoring
You want reliable, SaaS-competent accounting
Pricing – Flexible & Based on Your Needs
Our pricing is structured around specific services, so you only pay for what you need.
TrueRev Monthly Management
$149/month
- New deal updates
- Ongoing monthly management
- Monthly rev journal entries
Monthly Accounting Support
$250/month
- Invoicing, expenses, and reconciliations- Monthly close & reporting- On-demand bookkeeping
Revenue Automation Setup
(One-Time Fee)
One-Time – Let's Talk
- End-to-end TrueRev implementation
- Historical revenue data cleanup
- Workflow automation
Fractional CFO – Growth SaaS
Custom– Let's Talk
- Forecasting & Revenue strategy
- Board/investor reporting
- Strategic financial support
Fundraising Readiness
(One-Time Fee)
One-Time — Custom Quote
- Due diligence prep
- Reporting aligned to fundraising goals
Not sure what’s right for you?
We'll walk through your current setup and recommend the fastest path to clean financial data.
Testimonials
“TrueRev is a great example of a platform that simplifies financial operations, removes errors and increases clarity for everyone.”
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“TrueRev has saved me hours each month and provided much needed peace of mind around rev rec. If you’re a SaaS Founder, I highly recommend you check it out.”
"Love this SaaS Software that understands bookings, invoicing, Deferred Revenue, MRR, ARR. Great alternative to excel!"
Let’s Get Your SaaS Financials Running Smoothly
Get the financial clarity and strategic support your SaaS business needs. Whether you need part-time CFO expertise, full accounting support, or a seamless integration with TrueRev, we’re here to help.
