Tailored Financial and Advisory Solutions for SaaS Companies
From seed stage to Series C and beyond, Adler Ezra & Associates helps SaaS companies scale with clarity, control, and confidence. We bring the financial structure and strategic insight you need to grow recurring revenue, reduce burn, and impress investors.
At Adler Ezra & Associates, we specialize in guiding SaaS companies through every stage of growth — from startup to scaleup. Whether you’re navigating MRR reporting, capital raises, or complex multi-state tax issues, our team understands the unique financial challenges tech companies face.
We bring a strategic, consultative approach to your financial systems — helping you build investor-ready reports, optimize cash flow, track key SaaS metrics, and stay ahead of ever-evolving tax regulations. Our proactive guidance empowers founders and finance teams to focus on innovation, while we manage the financial engine behind the scenes.
Our Services for SaaS Companies
A Proven Process for Driving
Immediate Results
Financial Management and Reporting
Turn your numbers into growth decisions.
- Custom dashboards for MRR, ARR, CAC, churn, and LTV.
- GAAP-compliant reporting for internal leadership and investor relations.
- Budgeting and forecasting aligned to product roadmaps and hiring plans.
Tax Planning and Compliance
Avoid surprises. Stay compliant.
- Multi-state sales tax nexus analysis and SaaS-specific compliance.
- R&D tax credit strategy and documentation support.
- Strategic entity structuring for pass-throughs, C-corps, or international ops.
Revenue Recognition & SaaS Metrics
Master recurring revenue with precision.
- ASC 606-compliant revenue recognition for subscriptions, tiers, and deferred revenue.
- Monthly performance tracking by cohort, plan, or product line.
- Support for upgrades, downgrades, prepaids, and usage-based billing.
Advisory and Strategic Planning
Build with the endgame in mind.
- Financial modeling for fundraising, valuation, and exit planning.
- Strategic guidance on cap table impact, hiring plans, and unit economics.
- Investor reporting packs and board-level presentations.
Operational and Process Improvement
Lay the foundation for scale.
- Implementation of tech stacks like QuickBooks, Stripe, Gusto, and SaaSOptics.
- Workflow automation for invoicing, collections, and KPI tracking.
- Internal controls and process documentation for audit readiness.
Industry Insights: Challenges We Address
1. Recurring Revenue Complexity
Managing deferred revenue, recognizing income properly, and tracking growth by cohort or segment.
2. Multi-State Tax Nexus
Navigating the murky world of SaaS sales tax across jurisdictions and platforms.
3. Cash Burn & Capital Efficiency
Keeping an eye on runway, burn rate, and the metrics that matter most to investors. Forma
Why Adler Ezra
& Associates?
Your Trusted Partner in SaaS Growth
Specialized Expertise:
We serve software companies across all stages, with deep understanding of tech finance, SaaS metrics, and tax strategy.
Tailored Solutions:
From revenue recognition to R&D tax credits, we build your financial systems to match your product and growth model.
Proactive Approach:
We monitor evolving SaaS tax policy, industry benchmarks, and investor trends to help you stay ahead.
Proven Results:
From improving investor reporting to preparing for 8-figure exits, we deliver measurable results that fuel momentum.
How We’ve Helped SaaS Clients
Helped a subscription-based SaaS company implement ASC 606 and reduce audit risk pre-funding.
Recovered over $100K in R&D tax credits for a growth-stage software platform.
Created board-ready financial models that supported a $7M Series A raise.
Let’s Build a Stronger Future for Your SaaS Company
Partner with Adler Ezra & Associates to level up your financial operations, stay investor-ready, and scale with precision.
FAQ
1. Do you understand SaaS-specific financial metrics and revenue models?
- Yes! We specialize in MRR, ARR, CAC, churn, LTV, and deferred revenue tracking.
2. Can you help us with sales tax and multi-state compliance?
Absolutely. We assess nexus, manage registrations, and help you stay compliant as your footprint grows.
3. Do you support fundraising and investor reporting?
Yes — we provide detailed financial models, pitch deck data, and ongoing board-level reporting.
4. Can you help us qualify for R&D credits?
Definitely. We identify qualifying activities and build the documentation needed to claim credits confidently.
