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Advantages of Employee Ownership


SaaS Process

Charting Your Course

SaaS companies operate in a dynamic and fast-paced environment where financial decisions can make or break success. Our process is tailored to meet the unique needs of your business, offering you a competitive edge. 



Statement Generation: Using your specific accounting software, our team will generate the monthly financials, including a comparative Balance Sheet and Income Statement, to be analyzed. 


Inspection Process: This relates to examining key balance sheet accounts to ascertain:

  • The existence of supporting schedules

  • Validation that schedules agree to financial statements

  • Inspection of specific details for recommended adjustments and policy/procedure changes


Data Analytics: Involves the systematic examination and comparison of financial data, playing a vital role in uncovering trends, pinpointing areas ripe for enhancement, and enabling well-informed financial decision-making. Key aspects include:


  • Period-to-Period Analysis: Comparing financial data across various timeframes, such as monthly, quarterly, or annually. This helps assess the evaluation of company performance and identifies patterns or trends.

  • Ratio Analysis: Calculating and comparing financial ratios, such as liquidity ratios, profitability ratios, and efficiency ratios, to assess the financial health and performance of a company.

  • Trend Analysis: Identifying and analyzing trends in financial data over time to understand how financial metrics are evolving and whether the company is improving or facing challenges.

  • Non-GAAP Identification: Recognizing or presenting financial information using measures that deviate from Generally Accepted Accounting Principles (GAAP). 


Support Requests: Additional information needed to substantiate key transactions, balances, processes, or details to ensure accuracy and compliance with relevant standards or regulations.


Adjusting Journal Entries: Adjust certain accounts and ensure the financial statements accurately reflect the company’s financial position. On average, there are between 10 to 20 entries per month. A higher volume of entries may be indicative of a need for further process adjustment and recommendations. 


Executive Meeting & Report Review: The executive summary distills complex financial data into a brief and easily understandable format, offering a snapshot of the company’s performance. It aids in strategic decision-making, highlighting key metrics and showcases achievements, milestones, or challenges faced during the reporting period.

When We Say Experts,
We Mean Experts.

Below is a list of accredited affiliations and associations

our team work with on a regular basis.

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SaaS Blast:
Accelerating Your Financial Journey

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