A growing SaaS startup in California was managing its books in-house using a combination of QuickBooks Online and spreadsheets. As the business scaled, so did its financial complexity - multiple revenue streams, investor reporting, SaaS metrics, and reimbursements.
The founder and operations manager were spending 15+ hours per week on reconciliation, categorization, and Excel cleanup. It was costing them valuable time and increasing the risk of error.
They turned to Remote Books Online for full-service outsourced bookkeeping.
RBO assigned a dedicated team who handled monthly reconciliations, revenue classification, SaaS-specific reporting, and vendor payment tracking. Within two weeks, the startup had fully reconciled books, rolling financial reports, and audit-ready documentation.
The results:
- 60+ hours of internal time saved per month
- Clean, up-to-date reports for investors and tax advisors
- Monthly spend visibility improved hiring and marketing decisions
- Internal team refocused on growth and product, not admin
The startup now uses RBO’s outsourced team year-round and has scaled their accounting processes without hiring.
Frequently Asked Questions
What’s included in outsourced bookkeeping?
Full account reconciliation, transaction categorization, reporting, and ongoing support - handled off-site by professionals.
Do we need to use QuickBooks?
No - we support QuickBooks, Xero, and custom formats like Excel or CSV exports.
Can this replace in-house bookkeeping?
Yes - most clients outsource 100% of their bookkeeping to us or use us to support a lean finance team.
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