Built for SaaS. Designed to scale with you.

Recurring revenue looks easy on paper — until your accounting doesn't match your MRR dashboard. We help subscription businesses bring clarity, control, and compliance to every dollar of recurring income.

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Escalon outsourced finance and fractional CFO services

SaaS finance is more complex than it looks
we make it simple to manage.

From revenue recognition and deferred revenue to multi-state compliance, we handle the finance, HR, and tax work that follows subscription growth — so you can focus on building the product.

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Trusted by 20,000+ organizations across industries and growth stages since 2006.

$1B+
Financial activity managed
5x
INC. 5000 HONOREE
5,000+
WORKFORCE SYSTEMS MANAGED
IGG Trulia HelloSign HelloFresh Goodreads Crunchbase Allbirds Quip Credit Karma Vivino

Let's talk about your
SaaS finances.

Tell us a bit about your company, and a senior team lead will reach out within one business day.

Built for the way SaaS actually grows.

Whether you’re a founder-led B2B startup or a scaling AI/ML platform, our team understands the specific accounting and operations work that recurring revenue creates.

Who we serve

  • B2B & B2C SaaS startups
  • Fintech & payments platforms
  • Developer tools & API businesses
  • AI & machine learning SaaS
  • Productivity & collaboration software
  • MarTech & AdTech platforms
  • Enterprise software providers
  • Subscription marketplaces
  • EdTech & HealthTech

What our SaaS-focused finance team delivers

  • ASC 606–compliant revenue recognition
  • Real-time ARR & MRR reporting
  • Cash flow visibility and forecasting
  • Accurate deferred revenue management
  • Expense and commission capitalization
  • Global tax and entity compliance
  • Fractional CFO oversight
  • Scalable finance infrastructure

The five accounting challenges that quietly break SaaS businesses

Revenue recognition, deferred income, churn accuracy, R&D capitalization, and global consolidation — each one can distort true growth metrics if left unchecked.

Click any challenge to see how we solve it ↓

The challenge

Subscription, tiered, and usage-based models make recognizing revenue tricky. Mistiming recognition under ASC 606 inflates metrics and undermines investor trust.

How we solve it

Automated revenue recognition compliant with ASC 606 — every contract reviewed at the controller level, with a deferred revenue schedule built and maintained monthly.

The challenge

Collecting annual subscriptions feels great — until you realize most of that cash isn’t earned yet. Without accurate deferrals, it’s easy to overspend and misstate profits.

How we solve it

Monthly deferred revenue waterfalls with full reconciliation between your billing system and GL, so the balance sheet always reflects the real economic position.

The challenge

Billing data lives in Stripe or Chargebee; accounting lives in QuickBooks. Without integration, churn and expansion revenue don’t reconcile — leaving ARR and MRR unreliable.

How we solve it

Real-time ARR/MRR dashboards that sync billing and accounting — built on deep experience with Stripe, Chargebee, NetSuite, and QuickBooks.

The challenge

SaaS margins depend on getting this right. Expense too much and you look unprofitable; overcapitalize and you’ll face audit issues.

How we solve it

Clear, documented policies for R&D and sales commission capitalization — and the supporting workpapers your auditors will ask for.

The challenge

As SaaS companies go global, consolidation, FX, and tax exposure multiply. Manual spreadsheets can’t scale with cross-border growth.

How we solve it

Multi-entity and multi-currency consolidation for global SaaS — plus fractional CFO oversight to keep numbers clean and board-ready.

Case study

How Hubject scaled EV charging without building a back office

Client
Hubject Inc.
Location
Santa Monica, CA
Industry
EV charging / B2B SaaS
Services
Accounting, HR, Payroll, Tax

The challenge

From day one, Hubject’s team didn’t want to spend capital building an internal back office. Hiring, training, and managing accounting, HR, and payroll staff would have pulled focus from their core mission: making EV charging seamless.

The solution

Hubject partnered with Escalon to fully outsource the operational layer — accounting, HR, payroll, and tax compliance — through a single point of contact, with a multi-disciplinary team working behind the scenes.

The impact

Invoicing is now a single forward to a dedicated accounting contact. New-hire onboarding is one notification — documents, verifications, and DocuSign are handled. A three-to-five-person specialist team operates as an extension of the company, eliminating single-point-of-failure risk and giving Bart what he calls “peace of mind.”

“I see them as team. I actually write emails that say ‘Dear Team,’ because I see them as an appendix to us. They take so much pressure off so I can focus on growing the business rather than dealing with invoices and expenses.”

Bart Sidles Director of Corporate & Business Development, Hubject Inc.

Why SaaS companies choose Escalon

5,000+ SaaS & tech clients

The largest vertical we serve — including funded startups, AI/ML platforms, and developer-tools businesses.

Deep billing-system expertise

Hands-on experience with Stripe, Chargebee, NetSuite, and QuickBooks — the stack you already use.

Finance, HR, and tax in one place

Integrated Finance, HR, and Compliance services under one roof — not three separate vendors.

Scales with your business

Built to grow with you, offering the flexibility you need at each stage of development.

Frequently asked questions

Yes — automated revenue recognition compliant with ASC 606 is one of our core SaaS services. We review every contract type at the controller level and build a deferred revenue schedule maintained monthly.

Yes. We have deep experience with billing systems like Stripe, Chargebee, and NetSuite, and we build real-time ARR/MRR dashboards that sync billing data with the general ledger.

Fractional CFO oversight keeps your numbers clean and board-ready — monthly close, GAAP financials, SaaS metrics reporting (MRR, ARR, churn), and board package preparation. The right level of strategic finance, without the cost of a full-time hire.

Yes. We handle the full range of state and local tax obligations, including SaaS sales tax compliance — increasingly important as SaaS companies grow and operate in multiple states.

Yes. Our services are built to grow with your business at every stage of development. We turn complex subscription accounting into repeatable, audit-ready financial systems.

Yes. We’ve built a robust security infrastructure combining current technology with proven internal policies. You can review our Trust Center or request a copy of our SOC 2 Type II audit report.

Beyond finance, we also handle HR and compliance under one roof — multi-state payroll, equity compensation, benefits, and the state registrations that follow every new hire. Finance, HR, and tax kept in sync.

Business owner reviewing financial infographics on a tablet during an Escalon consultation

Ready to scale?
So are we.

Tell us a bit about your company, and a senior team lead will reach out within one business day.

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