Punch Financial provides CFO and accounting firm services to SaaS Businesses at a fraction of the cost of an in-house team, to reduce your costs and help you safely grow.

Every SaaS business is unique, and so are your accounting needs. Your subscription business model, LTV of users and average churn, working capital, fundraising strategies, and more all dictate the type of financial expertise you need. As your business is growing, it helps to leverage an accounting firm with proven experience helping early-stage SaaS startups scale up safely.

Enter Punch Financial. We work with dozens of young Software as a Service business owners like you, and all clients gain the expertise of a CFO consultant, dedicated bookkeeper, and dedicated accountant at a monthly fee that is a fraction of the cost of an in-house team. Our team will set you on the path to true profitability by reducing your costs and helping you safely grow. 

We do more than just your day-to-day accounting and bookkeeping services. You benefit from our existing tech stack, and we’ll modernize your accounting systems and processes, providing rolling strategic forecasts, and develop a real-time financial insights dashboard to help your business grow and thrive in an already crowded marketplace.

Our SaaS Accounting Services

SaaS Bookkeeping Services

  • Double-Entry Bookkeeping
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliations
  • Credit Card Reconciliation
  • Payroll Services
  • Bill Payments
  • International Contractor Payments

SaaS Accounting Services

  • Accrual Accounting 
  • Revenue Recognition
  • Working Capital and Deferred Revenue
  • Monthly and Quarterly Close
  • Client Invoicing
  • Cash Flow Management
  • Journal Entry Processing
  • GAAP Accounting Standards
  • Tax Preparation
  • Financial Reporting

CFO Consulting and Financial Planning

  • SaaS Accounting Software Implementation
  • Streamlining Accounting Processes
  • Cash Flow Projections
  • Financial Statements
  • Financial Forecasting
  • Improving Gross Margin
  • Managing Capital Structure
  • Scaling Agency Profitability 
  • Creating Interactive Financial Dashboards
  • Risk and Exposure Management
  • Development of Internal Controls
  • Legal Advice

Partner with only the very best

Get the best tools in the industry to save you both time and money.


Count On Punch To Treat Your Business As If It Were Our Own

Everyone says they’re a strategic partner, but Punch proves it. We’ve provided hundreds of small businesses just like yours with reliable and innovative accounting and financial services. Get proven financial and business expertise to guide you on your business journey, no matter how crazy it may be.

When you partner with Punch, you get financial professionals with years of experience helping companies just like yours with real-world business and financial suggestions and options. But the beauty of the Punch team is that you get this expertise at a fraction of the cost of building your own in-house team.

If we didn’t meet or exceed customer expectations with our forward-thinking expertise, we wouldn’t be in business today.

Let's have a quick, no frills chat to discuss how we can help you.