Lean Finance provides your SaaS with monthly bookkeeping, KPI investor packages, budgeting & forecasting, & much more. No matter what stage your company is (pre-revenue, bootstrapped, funded) - we have a plan that makes sense for you!
View PricingFounders should be focusing on what they do best, especially in the early stages when every resource is critical. Lean Finance provides your startup with everything you need to understand & master your finances.
Accurate & timely bookkeeping every month saves you time & headache.
Merge your financial data with your business data to gain even greater insight into your startup.
Understand your startup's financials inside & out with industry standard & custom financial KPIs
Lean Finance provides your startup with a dedicated bookkeeper, who will understand your SaaS financials inside & out. Friendly & reliable, our bookkeepers will be with you every step of the way.
Recognizing revenue is super important for SaaS startups. Since SaaS works on subscriptions, getting revenue recognition right is a big deal. We make sure your financial statements honestly show how well your company is doing in accordance with proper accounting principles.
Investors will often ask for revenue numbers on an accrual basis - leaving founders panicked and paying unnecessary money for clean-ups. We'll get your revenue properly recognized from the very beginning so you and your investors will be happy & informed.
We use a sophistacted Financial dashboard to help build custom financial forecasts for your company.
Leave the clunky Excel spreadsheet at home!
With us, you can see your real-time cash balance and runway forecasts. We'll also get granular with your forecasts using simple one-time or recurring forecasts, including plans for your future key hires. We set up custom formulas to forecast anything and build different scenarios - such as how much capital is raised, aggressive and conservative scenarios.
We'll even create several What-If scenarios so you can plan & react effectively!
Cash bookkeeping tracks money only as it enters or leaves a bank account. Accrual bookkeeping is a more sophisticated approach that records when the money was earned or owed. SaaS companies especially need accrual accounting - as revenue recognition is super important.
Most larger companies use accrual bookkeeping and Lean Finance
Absolutely! Don't worry if you're behind a month or even a year. We'll work to catch you up fast so you don't have to worry or stress anymore.
Our pricing for catch up bookkeeping is simple. Whatever plan you qualify for on our pricing page, that's what we'll charge for each month you're behind. No added fees and increased costs.
When your books are up-to-date and accurate, you can gauge your business's financial health and make informed decisions.
During tax season, caught up and accurate books will save you time, stress, and headache. No more scrambling and no more missed tax deadlines.
Absolutely not! All our bookkeepers are based in the U.S & are experts in their subject matters.
We assign a bookkeeper based on who we think will understand your industry & areas the best.