Master subscription revenue recognition, SaaS metrics, and investor-grade financials with CFO partners who've scaled dozens of SaaS companies through Series A to exit. From ARR tracking to Rule of 40 optimization, we speak your language.
.jpg)


Subscription businesses face unique financial complexities. Here's how we help SaaS companies navigate them.
From early-stage startups to growth-stage companies, we provide the financial infrastructure SaaS businesses need to scale.
We track and report the operational and financial metrics that drive SaaS valuations and board discussions.
The Rule of 40 (growth rate + profit margin ≥ 40%) is the gold standard for SaaS health. We help you balance growth and profitability to maximize valuation multiples.
Our clients consistently outperform industry benchmarks
Companies that optimize Rule of 40 see higher exit multiples
Strategic planning accelerates path to positive unit economics
.jpg)
Client Success
"Rich and the aquifer team helped us significantly improve our financial infrastructure. This allows us to focus on scaling faster, while feeling confident we have the right financial systems in place."
"The Aquifer team has been incredibly insightful in approaching our finance stack, making them an invaluable partner for our business. They work with us rather than around us and continue to lend their expertise in the world of web3 accounting."
"Aquifer was instrumental in helping GDA scale by providing financial infrastructure & processes, financial advisory seed + Series A rounds, corporate accounting & tax support, and any other ad-hoc projects. The team brought a strong sense of co-founder ownership."
We don't just close your books. We become integrated partners who understand your pricing model, growth strategy, and investor expectations—speaking the language of modern subscription businesses.
We specialize exclusively in fintech, understanding nuances from payment flows to digital asset accounting that generalist firms miss.
Real-time dashboards tracking the 20+ metrics that matter—from CAC payback to net dollar retention.
Investor-grade financials maintained year-round, so you're ready to fundraise on your timeline, not your accountant's.
%20(1).png)
Our experienced CFOs bring decades of expertise across various industries to help your business thrive







We specialize in ASC 606 implementation for subscription businesses, handling multi-element arrangements, contract modifications, and performance obligations. We automate deferred revenue tracking, calculate amortization schedules for multi-year contracts, and ensure proper recognition timing for upgrades, downgrades, and mid-contract changes. Our systems integrate with billing platforms like Stripe, Chargebee, and Recurly.
We build comprehensive metrics dashboards tracking 20+ KPIs including ARR/MRR, logo and revenue churn, net revenue retention, CAC and LTV by channel, CAC payback period, Rule of 40, burn multiple, months to breakeven, cohort analysis, expansion revenue, and sales efficiency (Magic Number). All metrics are automatically calculated and refreshed monthly.
Absolutely. We've supported 50+ SaaS companies through fundraising, preparing investor-grade financials, unit economics models, cohort analysis, 3-statement projections, and board presentation packages. We manage due diligence data rooms and respond to investor inquiries. Our clients have raised over $500M in venture capital with clean, compelling financial narratives.
We maintain detailed deferred revenue schedules that track every contract's recognition timeline. For annual prepayments, we calculate monthly amortization, handle mid-contract modifications, track performance obligations, and ensure proper balance sheet classification. We also forecast future revenue recognition to help you understand booked vs. recognized revenue trends.
We've prepared 30+ SaaS companies for SOC 2 Type II audits. We implement financial controls including segregation of duties, access controls, change management procedures, and incident response protocols. We work directly with your auditors, provide supporting documentation, and maintain the control environment required for annual compliance.
Yes. We analyze your growth rate and profit margin to calculate Rule of 40, then provide strategic recommendations to optimize the balance. This includes identifying areas to improve gross margin (pricing, cost of delivery), reduce customer acquisition costs, improve retention to drive efficient growth, and make strategic investments that maximize long-term value.
We close SaaS financials within 5 business days of month-end, including full deferred revenue reconciliation, subscription metrics calculations, and executive reporting. For companies with daily reporting needs, we provide near-real-time dashboards with key metrics updated within 24 hours.
Yes. Most SaaS companies qualify for significant R&D tax credits on software development activities. We identify qualifying activities, calculate credits (typically 6-10% of qualified R&D spend), prepare documentation for IRS scrutiny, and file all required forms. Our clients average $150K in annual R&D credits.
Get a free SaaS metrics audit. We'll analyze your current metrics, identify gaps, and show you exactly how to build investor-grade financial operations.