How can we help
you today?
Saas and Technology
SaaS (Software as a Service) companies have specific needs, requiring specialist expertise. We work closely with our SaaS clients and understand their needs and challenges at every stage of growth.
Accounting solutions for SaaS businessess
Having worked with more than 100 SaaS and tech businesses for over ten years, including clients who are rapidly growing global players in their industries, our team members are specifically trained with the skills to grow SaaS businesses and have the experience to understand what does and doesn’t work in this industry.
Solutions for SaaS businesses at any stage of growth
SaaS businesses have different needs at different stages of growth. Pick and choose from the following to suit the needs of your business, and we’ll build a tailored accounting solution to fit.
Accounting Solutions for the Start-Up Phase
If you are a young entrepreneur who is developing an app but cannot find an accountant who understands you or is passionate to work with you, we are the perfect place for you to start.
Business Structure Setup
Set up the best business structure to maximise tax benefits, optimise asset protection, increase funding flexibility and prepare for growth.
Xero Setup and Training
Set up Xero file with automated bank feeds, chart of accounts and GST codes and provide customised training.
BAS Preparation
Review and check GST coding for all your business accounts and prepare and lodge your BAS.
Tax Return and Statements
Prepare and lodge your Business Tax Return and Annual Financial Statements.
Capital Raising and Due Diligence
Assist with raising capital, provide advice on funding options and prepare Due Diligence documents for investors.
Employee Share Scheme (ESS) Advice
Tax advice about how to best structure Employee Share Schemes including share and option plans.
Early-Stage Innovation Company (ESIC) Advice
Advice on tax incentive eligibility for investment in a qualifying early-stage innovation company.
General Accounting Support
Ongoing accounting advice plus phone and email support from our friendly and dedicated team.
Accounting Solutions for the Growth or Expansion Phase
If you are a more established SaaS provider who has or is about to commercialise your product, we can show you how we have helped other SaaS clients to succeed with our full accounting, tax and business solutions.
Monthly or Quarterly CFO Meetings
Meet with you regularly to review your financials and overall performance.
Cashflow and Budget
Prepare an annual budget and give you tools to manage and forecast your cashflow.
Business Restructuring
Review of your current business and shareholding structure so it accommodates the growth need of the business.
R&D Tax Incentive Application
Advice and application of Research & Development tax incentives for your business.
R&D Funding
Finding and negotiating with R&D lenders so you can borrow against any future R&D tax refund at reasonable rates when needed.
Tax Planning
Advise you on strategies that will optimise the tax position for the business and shareholders.
International Tax Strategies
Tax optimisation strategies, transfer pricing and advice for SaaS businesses with global markets.
Pricing Models
Price modelling to deliver greater profitability and optimise revenue growth nationally and internationally.
High Growth Strategies
Financial strategies for SaaS businesses focused on achieving rapid and sustainable growth.
Export Grant Application
Application for Export Market Development Grants (Australian Government funded) to help your expansion to overseas markets.
Capital Raising and Due Diligence
Assist with series A, B, and C funding and connect you with Venture Capital Firms and Family Offices. Help you to build your data-room as you go.
Accounting Solutions for the Mature or Exit Phase
Now you have built a business which is performing strongly and are ready to start the next chapter of your life. We can help you to maximise the value of your business and achieve optimal tax outcomes for your business succession.
Business Valuation
A comprehensive assessment of the business risk factors, profitability and future cashflow to provide indication of its fair value.
Value Gap Analysis
Identify the current value of the business and the target value for you to exit and implement strategies to close the gap.
Capital Gains Tax Advice
Proactively plan and provide CGT advice on transfer or issue of shares and the sale of your business and how to get access to tax concessions.
Exit Strategies
Implementation of systems, procedures and processes to ensure your business is sale and investment ready.
Preparing your Business for Sale
Structure the sale process and prepare the information memorandum, approach buyers, assist meetings, offers and negotiations, finalise offers and letter of intent.
Looking for
something else?
Insights
Stay on top of your growth and goals with expert industry insights and articles
Read More >Cyber Awareness Month: Building a culture of cyber safety in your business
Read More >Ten key strategies to keep the cash flowing
Read More >