AR & Investor-Ready SaaS Accounting for Fidelity Enterprises
ARR/MRR reporting, ASC 606 schedules, CPA oversight, and AI variance alerts for Fidelity’s SaaS finance teams.
Fidelity SaaS companies face high investor scrutiny + accelerated audits.
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
CPA oversight gave investors confidence.
John K, External Auditor
Close cycle shortened by a week.
Michelle W, Accounting Manager
The team scales with our contract growth.
Angela M, VP of Finance
Frequently Asked Questions
Do you integrate with billing systems?
Yes, Stripe, Zuora, Chargebee, Recurly, etc.
Do you offer monthly bookkeeping in Fidelity?
Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Fidelity clients.
How fast can you start in Fidelity?
Most accounts go live within 2–3 business days after onboarding.
Are your bookkeepers local to Fidelity?
Our team operates remotely but assigns a dedicated manager in your time zone.
Do you integrate with ERPs?
Yes, NetSuite, SAP, Dynamics.
Do you support multi-entity SaaS companies?
Yes, with intercompany eliminations.
Do you provide churn reporting?
Yes, churn and expansion MRR tracked.
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