Built for the speed of modern tech companies.
Tech companies grow fast — and their financial infrastructure needs to keep up. From pre-revenue startups navigating their first payroll to Series B SaaS companies preparing for an audit, the financial needs of technology businesses are distinct: R&D credit opportunities, equity compensation complexity, and investor-ready reporting all require specialized expertise.
A SaaS startup with 12 employees had never properly set up their chart of accounts, making it impossible to track MRR, churn, or gross margin — critical metrics for their upcoming seed round.
Cypher Fiscal rebuilt their bookkeeping foundation in QuickBooks, implemented SaaS-specific revenue recognition, and produced investor-ready financials with MRR/ARR breakdowns and gross margin reporting — all within three weeks of engagement.
A software development firm was leaving significant R&D tax credits unclaimed due to lack of documentation and unfamiliarity with the qualifying activity rules.
We conducted a retroactive R&D credit analysis across two prior tax years, helped document qualifying research activities, and implemented an ongoing tracking process — recovering over six figures in previously unclaimed credits.
A fast-growing digital agency was struggling with cash flow despite strong revenue — a symptom of poor accounts receivable management and no cash flow forecasting.
Cypher Fiscal implemented a structured AR tracking process, tightened invoice terms, and built a 13-week rolling cash flow model — turning a chronic cash crunch into a predictable, well-managed financial position within 60 days.
SaaS-specific revenue recognition, MRR/ARR tracking, and investor-ready financial statements.
Equity compensation reporting, multi-state payroll for remote teams, and benefits administration support.
R&D tax credit identification, QSBS planning, stock option tax strategy, and entity structure optimization.
Cash runway modeling, KPI dashboard design, fundraising financial preparation, and scenario-based growth modeling.
No obligation. No pressure. Just a focused conversation about your business.