Accounting for SaaS & Technology | Accounting Fresh – Carlsbad, CA
SaaS & Technology · Carlsbad, CA

Accounting for tech companies that move fast.

MRR tracking, burn rate management, runway forecasting, and tax strategy — built for SaaS companies, software startups, and tech businesses across San Diego.

Licensed CPA
MRR & ARR Tracking
Burn Rate Management
Runway Forecasting
David Nguyen, CPA
David Nguyen, CPA
Founder & Licensed CPA · Accounting Fresh
● Licensed CPA
★★★★★
Google Reviews
48hr
Response guarantee
Licensed CPA
Certified Public Accountant
Carlsbad, CA
Serving North County San Diego
Sound Familiar?

The financial challenges tech companies face every day.

SaaS and tech companies have a unique financial model. Standard accounting software and generalist CPAs weren't built for subscription revenue, burn rate, and rapid scaling.

🔥

You don't know your real burn rate

Revenue is coming in but you're not sure how long your runway is — or whether you can hit your next milestone before you need to raise again.

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MRR and ARR aren't tracked properly

Subscription revenue requires accrual accounting done correctly. Most bookkeepers get this wrong — and your metrics suffer for it.

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R&D tax credits are being left on the table

Most tech companies qualify for significant R&D tax credits. Without a CPA who knows where to look, you're overpaying every year.

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Investor-ready financials are a mess

When due diligence hits, your books need to be clean and organized. Messy financials kill deals and delay fundraising rounds.

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Equity and cap table complexity

Stock options, vesting schedules, and 409A valuations create accounting complexity that most CPAs aren't equipped to handle.

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Scaling too fast for your financial systems

Your product is growing but your back office hasn't kept up — payroll, vendors, subscriptions, and reporting are all falling behind.

What We Do

Three services. One team.

From monthly bookkeeping to tax strategy and fractional CFO support — we give tech companies the financial infrastructure to scale with confidence.

Bookkeeping

Accrual-based bookkeeping built for subscription revenue — MRR tracking, deferred revenue, and investor-ready financials every month.

  • Monthly bank reconciliation
  • MRR & ARR tracking
  • Deferred revenue management
  • Vendor & SaaS subscription tracking
  • Investor-ready P&L and balance sheet

Tax Preparation & Planning

Strategic tax planning built around R&D credits, stock compensation, entity structure, and founder-friendly tax strategy.

  • Business tax returns (S-Corp, C-Corp, LLC)
  • R&D tax credit identification
  • Stock option & equity tax planning
  • Quarterly estimated taxes
  • Year-round proactive planning

CFO Services

Burn rate modeling, runway forecasting, and financial strategy to help you hit milestones, prepare for fundraising, and scale efficiently.

  • Burn rate & runway forecasting
  • Unit economics & LTV/CAC analysis
  • Fundraising financial prep
  • Budget vs. actual reporting
  • Monthly CFO review calls
Why Accounting Fresh

A CPA who understands how tech companies grow.

Most CPAs treat SaaS companies like any other business. We understand subscription revenue, recurring billing, deferred revenue accounting, and the metrics that matter to founders and investors.

  • Licensed CPA — not just a bookkeeper
  • Accrual accounting done right for subscription revenue
  • R&D tax credit expertise — don't leave money on the table
  • Investor-ready financials at all times
  • 48-hour response guarantee, always
  • Month-to-month — no long-term contracts
MRR & ARR Tracking
Subscription revenue tracked correctly with proper accrual accounting
R&D Tax Credits
Most tech companies qualify — we make sure you don't miss them
No contracts
Month-to-month · Cancel any time · No hidden fees
Who We Serve

Every type of tech business.

From pre-revenue startups to established SaaS companies — if you build software or technology products, we understand your financial model.

💻

SaaS Companies

📱

App Businesses

🚀

Tech Startups

🤖

AI & Automation

🛡️

Cybersecurity

📊

Data & Analytics

☁️

Cloud Platforms

And More

Client Reviews

Businesses that trust
Accounting Fresh.

★★★★★
5.0 rating · Google Reviews · Carlsbad, CA
★★★★★

"Accounting Fresh has been a game changer for my small business. David and his team take bookkeeping and accounting off my plate completely and do it with care, accuracy, and attention to detail."

MW
Matt Wiley
Alta Pacific Properties LLC
★★★★★

"We had a 12 out of 10 experience with David and his team. They are reliable, organized, efficient, and wonderful to work with. We strongly encourage their services."

GB
Gia Borba
AG Home Design & Build
★★★★★

"David and his team are extremely knowledgeable, communicative, and very easy to work with. They make taxes and accounting work a breeze."

JH
John Heger
Sunset Cliffs Plumbing
Resources

Financial guides for tech companies.

See all posts →

Built for tech companies. Ready when you are.

Schedule a free call with David — a licensed CPA who understands subscription revenue, burn rate, and tech company growth. We'll review your books and show you exactly what we'd improve.

Schedule a Free Call →
✓ No commitment · ✓ Response within 48 hours

Whether you have questions about our services or are ready to optimize your business finances, we’re here to help. Fill out the form or contact us directly, and let’s take the first step toward simplifying your bookkeeping and accounting needs.

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