Industries
Software and SaaS
Accounting, tax, and advisory services for software companies and technology-enabled businesses.
Overview
Software companies operate with subscription revenue, deferred billings, and metrics that traditional accounting does not capture. Investors and acquirers expect ARR, churn, and CAC reporting that reconciles to the general ledger. Edler Zain provides bootstrapped and founder-led software companies with accrual accounting, SaaS metrics, tax planning, and transaction support.
Common challenges
Revenue recognition for subscriptions and multi-year contracts
Deferred revenue and cash versus accrual reporting
SaaS metrics that reconcile to the financial statements
R&D tax credits and Section 174 capitalization
Multi-state sales tax on software and digital services
QSBS eligibility and exit planning
Who we serve
Bootstrapped and founder-led SaaS companies, vertical software businesses, and technology-enabled service companies with revenue between $1 million and $30 million.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
Do you report ARR, churn, and other SaaS metrics?
Yes. We build a monthly reporting package that includes SaaS metrics reconciled to the general ledger.
Can you help us qualify for QSBS treatment?
Yes. We perform Section 1202 determinations and document eligibility for founders and investors.
How do you handle Section 174 research expense capitalization?
We identify qualifying research expenses, apply current capitalization and amortization rules, and coordinate with R&D credit calculations.
Do you work with venture-backed companies?
Our focus is founder-led and bootstrapped companies, though we support investor reporting requirements where they exist.