SaaS-Focused CPA Firm Case Study
Project Overview
Client: SaaS-Focused CPA Firm (Founded 2018)
Campaign Duration: 15 Months
Specialization: Software Companies, Tech Startups, SaaS Revenue Recognition
Client Portfolio: 180+ SaaS Companies ($500K – $50M ARR)
Core Services: ASC 606 Compliance, CFO Services, Tax Optimization, Due Diligence
Target Market: Venture-Backed Startups, Growth-Stage SaaS, Tech IPO Prep
The SaaS Accounting Challenge
This specialized CPA firm needed to establish authority in the highly technical world of SaaS accounting. Competition included Big Four firms and established tech-focused practices. The challenge was positioning as the go-to experts for complex SaaS revenue recognition, subscription metrics, and venture capital compliance while competing against much larger, well-established firms.
SaaS Accounting Expertise Areas
ASC 606 Revenue Recognition
Dominated searches for “ASC 606 SaaS implementation” and complex revenue recognition guidance. Ranked #1 for subscription revenue accounting.
SaaS Metrics & KPIs
Established authority in MRR, ARR, LTV, CAC, and churn analysis. Created comprehensive guides for SaaS financial reporting.
Venture Capital Compliance
Captured “VC-ready financials” and due diligence preparation searches. Positioned as Series A-C accounting specialists.
IPO Readiness
Ranked for “SaaS IPO accounting preparation” and SOX compliance. Established thought leadership in public company transition.
Client Segment Performance
Seed Stage SaaS
$100K – $1M ARR startups seeking accounting foundation and investor-ready financials
Growth Stage
$1M – $10M ARR companies needing scalable accounting processes and fundraising support
Scale Stage
$10M+ ARR companies preparing for IPO or strategic exit with complex accounting needs
Dominated SaaS Accounting Keywords
Successfully captured high-intent searches specific to SaaS and technology accounting:
Thought Leadership Content Strategy
Technical SaaS Guides
Created 45 in-depth guides on complex SaaS accounting topics including multi-currency revenue, usage-based billing, and contract modifications under ASC 606.
Venture Capital Resources
Developed comprehensive due diligence checklists, financial model templates, and investor presentation guidance specifically for SaaS companies.
Industry Benchmarking
Published quarterly SaaS metrics reports comparing financial performance across funding stages, providing valuable industry insights to prospects.
Regulatory Updates
Maintained current commentary on accounting standard changes affecting software companies, positioning as the most informed SaaS accounting resource.
Case Studies & Examples
Created detailed examples of complex SaaS accounting scenarios, demonstrating expertise while maintaining client confidentiality.
Technology Integration
Developed content around accounting software selection, API integrations, and automation for SaaS finance teams, showing technical understanding.