Accounting for SaaS Startups

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Confiant Logo

We were born out of a tech-focused venture fund, and we have a deep expertise in SaaS accounting.

Helping SaaS Startups Scale From Seed to Exit

Your SaaS focused Graphite accounting team will be made up of experienced Controllers, Accountants and Bookkeepers who understand your business and work with you to develop accounting processes that fit your needs.

  • Revenue Recognition
  • Tech Stack Implementation
  • Outsourced Bookkeeping
  • ASC 606 & Audit Support
  • Accounts Payable
  • Client Invoicing
  • Outsourced CFO
  • LTV vs CAC Analysis
  • Expense Reimbursement
  • Monthly Financial Package
  • Accounts Receivable
  • Budgeting
  • Sales Tax
  • Accrual Accounting
  • Fundraising Preparation
  • GAAP Compliant Financials
  • Year-End Tax Filings
  • And more!

List of Services:

Revenue Recognition
Tech Stack Implementation
Outsourced Bookkeeping
ASC 606 & Audit Support
Accounts Payable
Client Invoicing
Outsourced CFO
LTV vs CAC Analysis
Expense Reimbursement
Monthly Financial Package
Accounts Receivable
Budgeting
Sales Tax
Accrual Accounting
Fundraising Preparation
GAAP Compliant Financials
Year-End Tax Filings
And more!

How it Works

We are your long-term SaaS accounting partner. We’ve supported some of the most succesful SaaS and tech startups, acting as their full-service accounting department. Whether you’re a few founders or 100s of team members, we help startups grow, scale and achieve, all with an in-house feel.

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Cleanup & Setup

We analyze your SaaS accounting infrastructure, and then recommend/setup up tools and processes that will help your startup scale and grow.

Fundraising Support

We help you keep clean, audit-ready books, provide you robust financial reporting, and help you through things like raising money, dealing with your board, etc.

KPI Tracking

We help you better understand the economics of your SaaS business, from LTC vs CAC to COGS analysis to cash flow and more!

We Scale With You

We act as your full-service accounting firm, growing with you over time…we’ve yet to meet our match in terms of scale.

Graphite was quite literally the best value add service I have received from any investor. I can’t recommend them enough.

— Rami Essaid, Founder, Distil Networks

Free Startup Resources

Financial Model

Free Financial
Model Template

Chart of Accounts

Free Chart of Accounts Template

Month-End Close

Free Month-End Close Checklist

Tech Stack

Download our Accounting Tech Stack Guide 

Our Leadership

Paul Bianco
Founder, CEO

Former VC @ ff Venture Capital, Investor in Plated and Distil Networks

Jocelyn Wilson
COO

15+ years of accounting & operations experience in both public accounting & private startups

Chris Mossa
Chief Strategy Officer

Former Founder & CEO at CPM Advisory, CFO at Advizr, Investor in multiple early-stage startups

Josh Leider
Head of Growth

Previous Co-Founder & CMO of MeditationWorks and TempoRun

Benjamin Friedman
Head of Customer Success

20+ years’ ops & finance experience with fast-growing companies, including five successful M&As

Sean

Sean Bies
Managing Director, Client Services

Experienced Controller working with eCommerce startups and fortune 500 companies

Sam Patel
Managing Director, Client Services

Accomplished Controller, 15+ years accounting experience

Heather

Heather Fipps
Managing Director

Experienced Controller with 16+ years in accounting leadership

Lisa C | Graphite - Startup Accounting Services

Michael Smith
Managing Director, Tax

30+ years of tax and accounting experience

Lisa C | Graphite - Startup Accounting Services

Heather Stein
Managing Director, Finance

20+ year accounting & finance experience providing business insight in growth environments

Donny Tyra
Director, Technical Accounting

Experienced CFO, 25+ years of accounting experience

Didier Jupillat
Director

Experienced CFO, 18+ years accounting & finance experience, MBA Wharton

Heather

Halsey McKinney
Partnerships & Growth

5+ years of startup experience in VC, partnerships & growth. Co-Founder & CEO of Havaday.

Heather

Jason Kraemer
Growth

Former Co-Founder of Flashpacker Co and startup GTM consultant.

Heather

Jena David
Senior Manager

Accomplished Controller with 12+ years experience in Public & Private Accounting

Celeste Garrett
Senior Manager

Accomplished Controller, 25+ years experience with start-up companies to Fortune 500

Bob | Graphite - Startup Accounting Services

Pawel Wierzchowiec
Senior Manager

Accomplished Controller with experience working in manufacturing, eComm, IT Services & SaaS

Bob | Graphite - Startup Accounting Services

Mark Bezney
Senior Manager

Seasoned MBA & accounting leader with years of experience across several industries

Heather

Andrew Brush
Senior Manager

8+ years of experience in Public & Private Accounting, Controller, and Finance focused roles

Lisa C | Graphite - Startup Accounting Services

Chris Schuette
Manager

12+ years of accounting and finance experience across multiple industries

Heather

Helen Colon
Manager

15+ years of accounting and finance experience in numerous industries

Sally Huang
Manager

Accomplished Accountant with 7+ years experience in Public & Private Accounting

Connor Anderson
Manager

Masters in Accounting from UCF, with several years of experience in accounting

Lorraine Medina
Manager

Accomplished Accountant with 12+ years experience in Public & Private Accounting

Heather

Elena Perez
Manager

20+ years of accounting experience across various industries

Get In Touch

Locations: NYC HQ / ORL / TPA / DAL

With offices all across the country and clients worldwide, we cast a wide net.

GRAPHITE FINANCIAL | 228 PARK AVE S #85447 NEW YORK, NY 10003, UNITED STATES | HELLO@GRAPHITEFINANCIAL.COM
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