Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO

For SaaS & tech · fractional controller & CFO

Investor-ready books and a CFO's view — built for SaaS, without the full-time hire.

BookSmart evaluates your current setup and migrates you off overloaded spreadsheets and outgrown tools, keeps your books accurate under real oversight, and delivers the ARR, burn, and runway reporting your board and investors expect.

Book a Finance Health Check or a free 20-min intro →

Fixed fee, credited toward your engagement. No obligation.

MONTHLY SNAPSHOT · JUNEreviewed ✓

ARR

$2.4M

▲ 9% MoM

Net burn / mo

$84K

14 mo runway

Every number reviewed and signed off by your accountant — not just exported from software.

We assess your stack & recommend what fits · e.g. NetSuite QuickBooks Ramp Bill Gusto / ADP Avalara FloQast

Why accountant-owned

A bookkeeper records what happened. An accountant makes sure it's right — and tells you what it means.

Most growing businesses are choosing between cheap software, a commodity bookkeeper, or an expensive full-time hire. There's a better option in the middle.

DIY / SOFTWARE

Cheapest on paper — but the output is only as good as the setup, it eats your nights and weekends, and no one's catching the errors.

Cheap until a mistake costs a deal.

COMMODITY BOOKKEEPER

Records transactions and stops there — no interpretation, no judgment, and you still don't actually know what the numbers are telling you.

Data entry with a title.

BOOKSMART · ACCOUNTANT-OWNED

The same monthly books — but designed and reviewed by senior judgment, with errors caught before they cost you, and one person accountable for the whole finance function.

A finance function — not a task.

What we do

Start with a check-up. Grow into a finance team.

Most clients begin with a Health Check or a cleanup, then move onto a monthly retainer as their needs grow. You only pay for the level you need.

START HERE

Finance Health Check

A paid diagnostic that shows exactly where your books, close, and systems stand — with a scored assessment and a clear plan to fix what matters. Credited toward whatever you do next.

from $500

SET THE FOUNDATION · PROJECTS

Cleanup & Catch-Upfrom $1,500

Behind or messy? We rebuild and reconcile your prior periods and hand back clean, tax- and investor-ready books.

Systems Setupfrom $3,000

Assess your stack and move to the platform that fits (e.g., NetSuite) — integrating billing, expense, and revenue recognition — with a close process that holds as you scale.

RUN IT WITH YOU · MONTHLY

Managed Books

from $500/mo

Accurate monthly books and statements — automated and delegated, but reviewed and signed off by an accountant. Never data entry you have to babysit.

MOST POPULAR

Outsourced Controller

from $1,800/mo

A controller on your team: monthly close oversight, a real reporting pack and KPI dashboard, controls, and a monthly review call. Someone accountable for the numbers.

Fractional CFO

from $4,000/mo

Strategic finance: forecasting and cash-flow modeling, board and investor reporting, and preparation to support a fundraise or loan.

Who we work with

Built for how SaaS & tech companies run.

From pre-seed startups to Series A and beyond — where recurring revenue, investor reporting, and a scaling stack make finance genuinely hard.

Pre-seed & seed

Get the foundation right early: clean books, a sane chart of accounts, and the metrics your first investors will ask for.

Series A & scaling

Board-ready reporting, revenue recognition, and a controller/CFO layer as headcount and complexity climb.

Outgrowing your tools

Outgrown your current setup? We assess what you need and move you to the right platform — e.g., NetSuite — wiring up the stack without breaking the close.

How it works

Four steps, no surprises.

01

Intro + Health Check

A free intro call, then a paid check-up of your books, close, and systems.

02

We scope the fix

A clear plan and a fixed quote based on what we actually find — no guesswork.

03

Clean up & build

We fix the books and set up the right systems — done properly, once.

04

Ongoing oversight

Controller- and CFO-level reporting and advice, every month.

The actual work

The accounting a SaaS business gets wrong first.

Not generic outcomes — the specific mechanics that break as a subscription business scales, and the ones a diligence process will find.

Deferred revenue & recognition

Annual prepays sitting in revenue instead of deferred, mid-term upgrades and downgrades never re-spread, and a schedule that cannot be tied back to the billing system. Built properly, closed monthly, reconciled to the contract.

MRR that ties to GAAP

Your billing dashboard and your income statement will disagree, and both will be quoted in the same board meeting. We build the bridge between them so ARR and MRR reconcile to booked revenue and survive a data room.

Burn, runway and cash

Gross and net burn calculated consistently month to month, a rolling forecast that accounts for annual prepay timing, and runway you can state to an investor without recalculating it on the call.

COGS, gross margin and R&D

Hosting, support and infrastructure in COGS where they belong rather than buried in operating expenses — so gross margin is a real number, and capitalised development is treated consistently.

Transparent starting points

Know roughly what it costs before you call.

Every engagement is priced on scope and confirmed after your Health Check — no hourly meters. Here's where things start.

SERVICE

STARTING AT

Finance Health Check

$500 · credited

Cleanup & Catch-Up

$1,500 project

Systems Setup & Integration

$3,000 project

Managed Books

$500 / mo

Outsourced Controller

$1,800 / mo

Fractional CFO

$4,000 / mo

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BookSmart Services

Why BookSmart

Built by someone who's run the finance function — not just kept the books.

BookSmart is led by a senior accountant and controller who has implemented and integrated finance systems — NetSuite, QuickBooks, and the modern stack around them — for SaaS, telehealth, and e-commerce companies. That means your books aren't just recorded; they're designed, controlled, and understood.

We focus on finance operations, systems, and advisory. For tax filing and audits, we work alongside a licensed CPA partner — so every part of your finances is covered by the right specialist.

Common questions

Good questions, straight answers.

Are you a CPA?

No — we're a senior accountant and controller focused on finance operations, systems, and advisory (no license required for that work). For tax filing and audits, we bring in a licensed CPA partner.

Do you do the bookkeeping by hand?

The routine data entry is automated and delegated. We own the system, the review, and the judgment — so your books are accurate without paying an accountant to key transactions.

Our books are a mess. Where do we start?

Right where you should — a Finance Health Check, then a Cleanup if needed. Most engagements begin exactly this way.

Can you help us raise money or get a loan?

Yes — we prepare the financials, models, and materials and advise you through it, for a flat fee. We don't broker the raise or take a cut of what's raised.

Ready when you are

Get your finance function in order.

Start with a Finance Health Check — a fixed fee, credited to whatever you do next. Or grab a free 20-minute intro call.

Book a Health Check Free 20-min intro →

Prefer to talk? (281) 858-3349 · info@booksmartsvcs.com · Texas & remote

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Finance systems · fractional controller & CFO · accountant-overseen books.
Not a CPA firm; tax & attest services referred to a licensed CPA.