AI and SaaS Accounting Services
with Embedded CFO Expertise
Having a firm grasp on unit economics is key to unlocking insights and driving growth for software-as-a-service and artificial intelligence businesses. Our technical accounting team delivers in-depth reporting and clean financials to help you make decisions, while our CFOs help you tell your company’s story to key stakeholders.
Financial Expertise that Enables SaaS and AI Companies to Scale Efficiently
The Software as a Service (SaaS) model presents unique financial challenges, including subscription billing, revenue recognition, and scaling operations efficiently. Till CFO brings a deep understanding of these challenges, offering tailored financial strategies that help SaaS businesses succeed in a highly competitive landscape.
We empower Founders, CEOs, and Operators with specialized bookkeeping and accounting, financial planning, and embedded CFO services designed to facilitate a deep understanding of their company’s performance and financial data. Our goal is to distill the complex into simple, actionable insights.
We empower Founders, CEOs, and Operators with specialized bookkeeping and accounting, financial planning, and embedded CFO services designed to facilitate a deep understanding of their company’s performance and financial data. Our goal is to distill the complex into simple, actionable insights.
Solutions for Every Stage of Your Tech Company
Revenue Recognition Compliance
Cash Flow Management
Subscription Revenue Optimization
KPI Reporting & Analysis
Fundraising Strategy & Support
M&A Advisory
Why Choose Till CFO?
Deep Industry Knowledge
With a focus on SaaS business models (and experience founding several of our own recurring revenue businesses), we understand the nuances of recurring revenue, customer churn, acquisition costs, and scalability.
Hands-On Approach
Our team of seasoned CFOs, Analysts, Controllers, and Treasurers act as an extension of your team, providing ongoing, hands-on support to ensure your business stays on track financially.
Proven Track Record
We’ve worked with technology businesses at all stages, from early-stage companies to mature enterprises, delivering financial strategies that support growth.
Custom End-to-End Solution
Every company is different. Our solutions are customized to fit your specific business needs, whether you’re bootstrapping or raising external capital, and designed to scale with you from launch to exit.
We Track Key SaaS Metrics That Help You Measure and Drive Growth
Our team helps you measure and improve the SaaS metrics that matter most to your business and investors. Below are just a few of them:
MRR/ARR Growth
Track and optimize Monthly Recurring Revenue and Annual Recurring Revenue.
Customer Acquisition Cost (CAC)
Ensure your acquisition costs are sustainable.
Customer Lifetime Value (CLTV)
Maximize the value of each customer over time.
Churn Rate
Reduce churn to improve customer retention and drive growth.
Burn Rate
Manage cash flow and minimize burn rate as you scale.
Customer Retention & Expansion
Track retention and upsell opportunities to drive additional growth.
Our Tried-and-True Process
Frequently Asked Questions
What is an embedded finance team and how can they benefit my business?
An embedded finance team provides high-level financial expertise on a part-time or project basis, offering strategic financial guidance without the cost of a full-time CFO. They help with financial planning, cash flow management, fundraising, and strategic decision-making, making them ideal for businesses that need expert financial management but cannot justify a full-time CFO hire.
How does Till CFO determine which service tier is right for my business?
Till CFO conducts an initial consultation to assess your business’s financial needs, growth stage, and strategic goals. Based on this evaluation, we recommend the most suitable service tier — Build, Grow, or Scale — to ensure you receive the appropriate level of financial support and expertise.
What kind of businesses typically benefit from Till CFO services?
Till CFO's services are ideal for businesses in the technology (especially SaaS, AI, and FinTech), professional services (consulting, legal, marketing, etc.), non-profit, and financial services sectors. Our clients typically have companies at a growth inflection point and are looking to optimize their financial operations, secure funding, and scale their business. However, we do work with a handful of companies outside these industries. Get in touch today to explore how we can support!
How does the engagement process work with Till CFO?
Engagement begins with an initial consultation to understand your business needs. Following this, we tailor a plan specific to your requirements and assign a dedicated team of financial experts led by a CFO partner or controller. Regular meetings and continuous support ensure that your financial strategy aligns with your business goals. The frequency and depth of these interactions depend on the service tier selected.
How can Till CFO assist with fundraising and capital raising efforts?
Till CFO's partners bring extensive experience in preparing businesses for fundraising. This includes creating compelling financial presentations, developing an equity story, optimizing financial structures, and supporting negotiations with investors. Our goal is to ensure you secure the necessary capital efficiently and on favorable terms.
How does Till CFO's service differ from the work done by my bookkeeper?
While bookkeepers handle essential tasks such as recording transactions, managing payroll, and reconciling accounts, Till CFO provides strategic financial leadership. Our CFOs offer high-level financial planning, strategic budgeting, capital raising guidance, risk management, and performance analysis— services that go beyond the scope of typical bookkeeping. This strategic oversight helps businesses make informed decisions, optimize growth, and navigate complex business challenges. That being said, we do offer comprehensive bookkeeping and accounting services for growing companies in support of our embedded finance system.
Every Till CFO engagement begins with a clear view of where your financial function stands today, and where it’s falling short. Our embedded CFO team conducts a comprehensive assessment to uncover gaps in visibility, decision-making, and forward planning.
From there, we align on what actually matters: the decisions ahead of you, the complexity you’re navigating, and the level of financial leadership required to support it.
Whether you’re scaling quickly or operating at size, the question isn’t experience, it’s whether your current financial structure can keep up with where the business is going.
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