Tech & Startups

Bookkeeping for tech companies and startups. We track burn rate, handle investor reporting, and manage the complex accounting that comes with venture funding and rapid growth.

The Industry

Tech and startup accounting is different because you operate at a loss while building the business, take venture funding that complicates your cap table, and need metrics that traditional businesses do not track. Burn rate, runway, monthly recurring revenue, customer acquisition cost. Investors want these numbers and your books need to support them.

We work with SaaS companies, tech startups, software developers, app companies, and venture-backed businesses. We know how to handle deferred revenue for subscriptions, stock option accounting, investor reporting requirements, burn rate analysis, and the complex accounting that comes with venture funding and rapid growth.

Who We Serve

SaaS companies, tech startups, software development firms, app developers, venture-backed businesses, pre-revenue startups, and technology companies in various stages from seed to Series A and beyond.

What Makes Us Different

We understand deferred revenue for subscription businesses, burn rate and runway calculations, investor reporting requirements, cap table implications, and revenue recognition rules for software. We know startup accounting is not the same as small business accounting.

The Services

Tech companies and startups need bookkeeping that tracks key metrics investors care about, handles complex revenue recognition, and supports rapid growth and funding rounds. Here’s what we handle.

SaaS Revenue Recognition

We properly account for subscription revenue, annual prepayments, and usage-based billing. Deferred revenue is tracked correctly so your books show what you earned, not just what you collected.

Burn Rate and Runway Tracking

We calculate monthly burn rate and runway so you know how long your cash will last. You can see when you need to raise more funding or cut expenses before you run out of money.

Investor Reporting

We prepare the financial reports investors expect. Monthly management reports, board packages, metrics dashboards with MRR, ARR, churn, customer acquisition cost, and other KPIs investors use to evaluate performance.

Cap Table Support

We track equity issuances, option grants, and funding rounds. Your books reflect equity transactions correctly. We coordinate with your cap table software to ensure everything ties together for 409A valuations and financial statements.

The Problem

Most startups use basic small business accounting and ignore the complexities that come with venture funding and subscription revenue. They record annual subscriptions as immediate revenue and overstate profit. They do not track metrics investors care about. Come funding time, their books are a mess.

Without proper burn rate tracking, startups run out of cash unexpectedly. They think they have six months of runway when they actually have three. By the time they realize the problem, it is too late to raise emergency funding or cut costs meaningfully.

Wrong Revenue Recognition

Recording annual subscriptions as immediate revenue instead of deferring it overstates profit and confuses metrics. Investors see through this immediately and it kills credibility during due diligence.

No Runway Visibility

Without monthly burn rate tracking, you do not know how long your cash will last. Founders get surprised when money runs out faster than expected. Emergency fundraising from a weak position means bad terms.

Missing Investor Metrics

Investors want MRR, ARR, churn rate, CAC, LTV, and other SaaS metrics. If your books do not support these calculations, you look unsophisticated and unprepared. Funding conversations go nowhere.

Messy Cap Tables

Stock options, convertible notes, SAFEs, and multiple funding rounds create cap table complexity. When books do not properly reflect equity transactions, you have problems with 409A valuations and investor reporting.

The Outcome

Your revenue recognition is correct for subscription business models. Deferred revenue is tracked properly. Investors see financials that make sense and metrics they can trust. You look professional and prepared during due diligence.

Burn rate and runway are tracked monthly so you always know your cash position. You can plan fundraising with adequate lead time or make spending adjustments before you are in crisis mode. Financial visibility helps you survive and grow.

Investor Confidence

Clean financials and accurate metrics build investor confidence. Your books support the story you tell about growth and unit economics. Due diligence goes smoothly because everything is already documented correctly.

Better Decision Making

Real-time visibility into burn rate, runway, and key metrics helps you make informed decisions about spending, hiring, and growth. You can invest confidently when numbers support it or cut quickly when they do not.

DFW's Trusted Bookkeeping Firm