Built for SaaS & startups. Clean ARR books, the R&D credit, a real runway model.
Client login786-952-6621
For SaaS & startups

Accounting that speaks ARR, runway, and R&D.

Most accountants treat a SaaS business like a corner store. We do not. Clean recurring-revenue books, the R&D tax credit captured, equity comp handled, and a runway model your board will trust, from a licensed CPA who knows the playbook.

Talk to a startup CPA Where to start →
★★★★★
5.0 from clients on Google
ARR & deferred revenueR&D tax creditRunway & board pack
A Blue Cloud SaaS founder client
Metrics+12% MoM
$48,200MRR · net revenue retention 112%
Runway14 months
R&D credit (est.)$38,000
Built for SaaS
Recurring-revenue booksARR, MRR, deferred revenue
The R&D tax creditReal dollars most firms miss
Board-ready reportingNumbers investors trust
A CPA who gets itFormation through fundraise
SaaS accounting is its own thing

Recurring revenue breaks generic bookkeeping

Annual plans, monthly plans, upgrades, churn, and refunds turn into a mess if the books treat cash like revenue. We recognize revenue the way SaaS actually works, track deferred revenue and ARR properly, and make the cash-to-accrual move before an investor or the IRS asks.

  • ✓Revenue recognized correctlyDeferred revenue and ARR handled to standard, so your metrics and your statements agree.
  • ✓The R&D credit, capturedYour engineering spend can become a real tax credit. We document it so it survives review.
Talk to a startup CPA
SaaS founders reviewing metrics
✓
ARR that ties outMetrics match the books
●
Cap table cleanReady for diligence
★
Runway you can defendA model that holds up
What we handle for SaaS

From the EIN to the board deck

Cap table
Founders80%
Option pool15%
SAFEs5%
✓Diligence-ready

Formation & cap table

C-corp or LLC done right for raising, a clean cap table, and the elections that matter early (like 83(b)).

ARR+12%
$578,400
✓Ties out

Revenue recognition

Deferred revenue, annual vs monthly plans, and the cash-to-accrual move, done to standard.

R&D credit
$38,000
Documented to survive review
✓Captured

R&D tax credit

Turn engineering spend into a documented credit that holds up, often worth more than the books cost.

Runway
14 mo
✓Board-ready

Runway & board pack

A defensible model, the metrics a board wants, and reporting that survives investor diligence.

Founders crossing a border (a US C-corp with Canadian founders, or the reverse) get the cross-border treatment on top. See cross-border →

Where to start

How SaaS founders usually engage us

Most start with the return and the R&D credit, then grow into monthly books and a CFO view as they raise and scale.

Tax + R&D credit
Start with a return, not a retainer
from $1,295
  • Your return done right (C-corp from $2,495)
  • R&D credit study from $3,000 that pays for itself
  • No monthly commitment to begin
  • See tax & the R&D credit →
Start here
Monthly books + tax
When you have revenue to keep clean
from $350/mo
  • Recurring-revenue bookkeeping (ARR, deferred)
  • A CPA-reviewed close every month
  • Add tax + the credit on one bill as you grow
  • See the plans →
Start here
Fractional CFO
Raising or scaling
from $1,750/mo
Start here

Just forming? We set up the C-corp, the cap table, and the 83(b) elections too (formation & tax). Not sure which? A short call sorts it, we will tell you the one thing worth doing first.

Real work

What that looks like in practice

SaaS · formation to raise

Built to be fundraising-ready.

A founder needed a US C-corp set up properly, from entity selection through a cap table an investor could actually read, with the early elections made on time.

✓
ResultNine deliverables, formation through fundraising-ready, in one engagement.
SaaS · revenue recognition

Metrics that finally tied out.

Annual prepayments were booked as revenue when cash hit, so the P&L lurched and ARR never matched the books. We rebuilt deferred revenue and the recognition schedule.

✓
ResultClean ARR and a P&L that an investor could trust.
SaaS · R&D credit

Engineering spend, turned into cash.

A team building product full-time had never claimed the R&D credit. We documented qualifying work and captured a credit they did not know they had.

✓
ResultA documented R&D credit that more than covered the year's fees.

Client engagements of the firm. Details anonymized.

What clients say

Founders who stopped explaining SaaS to their accountant

G★★★★★ 5.0 from clients on Google
★★★★★

"Our ARR finally matched our books. The deferred-revenue rebuild made diligence a non-event instead of a fire drill."

Sample client
Seed-stage SaaS
★★★★★

"They captured an R&D credit we didn't know we had. It more than covered the year's fees on its own."

Sample client
Dev-tools startup
★★★★★

"A runway model our board actually trusted, and a CPA who speaks our language instead of treating us like a corner store."

Sample client
Series A founder

Sample layout. Real client reviews drop straight into this section once collected.

What you can count on

Built to standard, in writing

Recurring-revenue books to standard, an R&D credit that survives review, and one CPA from formation to fundraise. The promises below are written into your engagement.

  • Revenue recognized rightDeferred revenue and ARR handled to standard, so your metrics and your financial statements agree when an investor looks closely.
  • An R&D credit that holds upQualifying work documented to survive review, not a hand-wave that unravels the moment the IRS asks a question.
  • Formation through fundraiseThe same CPA from your EIN to your board deck, so nothing gets re-explained to a new vendor at the worst moment.
Engagement LetterBlue Cloud CPA
Our promise

Recurring-revenue books to standard, the R&D credit documented, and one CPA from your EIN to your board deck.

Yarik Yarosh
CPA (US · Canada)
✓Signed
✓Built to standard
✓In writing
Who you work with

A CPA who has seen the startup playbook

Yarik Yarosh, CPA
Licensed CPAUS + Canada
Formation to fundraiseSeen the playbook

Your formation, your books, your R&D credit, and your runway model are handled by Yarik Yarosh, a CPA licensed in both the United States and Canada who knows the startup playbook, not a generalist learning SaaS on your dime. The same firm keeps the books, files the return, and builds the model, so your metrics and your statements agree, and cross-border founders get both countries in-house.

LicensureCPA (US) · CPA (Canada)
MembershipsAICPA · CPA Canada
FirmFlorida-licensed CPA firm
ProfileLinkedIn
Founder questions

Honest answers, up front

Do you actually understand SaaS metrics, or just bookkeeping?
Both. We keep the books and we speak ARR, MRR, net revenue retention, CAC, and runway. The point is that your metrics and your financial statements agree, instead of living in two different spreadsheets.
Can you handle the R&D tax credit?
Yes, and it is often the highest-ROI thing we do for a startup. We identify qualifying engineering work, document it to survive review, and claim the credit on the return.
We're pre-revenue / pre-seed. Is it too early?
No. The cheapest time to get formation, the cap table, and the early elections right is at the start. We will tell you the few things worth doing now and what can wait.
Our books are a mess before a raise. Can you fix it fast?
Yes. Pre-diligence cleanup is common: we rebuild revenue recognition, tidy the cap table inputs, and produce a model and reporting that hold up to investor questions.
Some of our founders are in Canada. Does that matter?
It can matter a lot, and it is our specialty. Cross-border founders and entities get the both-countries treatment on top of the SaaS work, from a CPA licensed in both.
How do we get started?
A short call with a startup-literate CPA. We will tell you the one thing worth doing first for your stage, and quote it before anything starts.
Building something?Talk to a CPA who actually knows the startup playbook.
Talk to a startup CPA

Let's set the financial side up right

A short call with a startup-literate CPA. We'll tell you the one thing worth doing first, and quote it before anything starts.

  • ✓A CPA who speaks ARR and runway
  • ✓The R&D credit, captured and documented
  • ✓Books and a model investors trust
  • ✓No payment until after the call
A CPA who has seen the playbookFormation, rev rec, R&D, and a raise, handled by a licensed CPA, not a generalist bookkeeper.
ARR-clean booksR&D creditBoard-ready

Talk to a startup CPA

Two quick steps, then pick a time. A short call with a CPA.

No payment until after the call. Prefer the phone? 786-952-6621

Talk to a startup CPA