HealthTech & SaaS

Finance fluent in SaaS metrics and healthcare

EHR, billing, scheduling, and B2B clinical SaaS need a finance team that speaks deferred revenue and net revenue retention — and understands the healthcare buyers you sell to. We give you books that are GAAP-clean and metrics your board and investors actually trust.

  • MRR/ARR, NRR, churn, CAC:LTV
  • ASC 606 revenue recognition, done right
  • Board reporting & diligence-ready financials
SaaS MetricsThis month
ARR
$2.4M
Net Rev. Ret.
114%
Why it matters

Generic bookkeeping breaks at the first board meeting

Deferred revenue, ASC 606, cohort retention, burn multiple — most bookkeepers can't speak it, and investors notice immediately. We close your books to GAAP and translate them into the SaaS metrics that decide your valuation and your next round.

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What We Deliver

Finance built for HealthTech & SaaS

Metrics, compliance, and reporting that hold up in the boardroom and the data room.

SaaS Metrics & Dashboards

MRR/ARR, gross and net revenue retention, churn, CAC, LTV, and CAC payback — trended so you steer on the metrics investors grade you on.

Revenue Recognition (ASC 606)

Subscriptions, multi-element contracts, and deferred revenue handled correctly — books that survive an audit and a data room.

Burn, Runway & Cash

Burn tracking, runway modeling, and scenario planning so you always know how many months you have — and when to raise or cut.

Investor & Board Reporting

Board decks and investor updates with the metrics and narrative they expect — consistent, credible, and on time.

Fundraising & Diligence Prep

Models, data rooms, and clean financials that hold up under scrutiny — so a raise doesn't stall on messy numbers.

Pricing & Unit Economics

Pricing models, gross margin by product, and contribution economics that show which products and customers actually make money.

Building a HealthTech or SaaS company?

Get financials and metrics that satisfy your board, your auditors, and your next investor — without hiring a full-time finance team.

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