SaaS & Technology · United Kingdom

Cut monthly close from 21 to 7 days ahead of Series B raise

Rebuilt the finance stack, tightened revenue recognition and delivered board-ready reporting for a fast-growing SaaS business.

Outsourced CFOBookkeepingTax Services

Monthly close time

21d → 7d

Reporting cadence

Quarterly → Monthly

Series B raised

$12M

The challenge

Founders were closing books manually in spreadsheets, MRR was reconciled quarterly, and investors were asking for audit-ready reporting ahead of a Series B round.

Our approach

  • Migrated to a cloud accounting + billing stack with automated bank feeds
  • Implemented ASC 606 / IFRS 15 aligned revenue recognition on every contract
  • Set up monthly MRR/ARR, churn and burn dashboards for the board pack
  • Introduced a fractional CFO cadence with 3-statement forecasting

NovaLedge became our finance function overnight. The board saw the difference on day one.

CFO, Series B SaaS scale-up
Engagement: Q1 2024 – ongoing

Ready when you are

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