SaaS Financial Intelligence · Fixed-scope implementations
Know what your SaaS company can afford to do next.
I turn fragmented subscription, accounting, payroll, and operating data into a connected financial decision system — so you can see what is happening, why it is happening, and what the company can safely afford to do next.
Not a fractional CFO service.
What the system answers
Founder questions, answered with your own numbers
Interactive demonstration
The SaaS Financial Decision Suite
One fictional company — Havenpoint Workflow — runs through four connected modules built on a single synthetic dataset. Change churn, pricing, or a hiring decision and watch the effect flow through revenue, burn, runway, break-even, and expansion timing.
Performance & Cash
MRR bridge, profitability, break-even, burn, runway, 13-week cash forecast, and NPV/IRR investment appraisal.
Accounting & Assets
Financial position, asset register, depreciation and amortization schedules, and impairment indicators.
Workforce & Hiring
Fully loaded costs, the hiring-affordability calculator, and workforce forecasts connected to burn and runway.
Tax Readiness & Expansion
Book-to-tax reconciliation for adviser conversations and a weighted international-expansion planner.
Fixed scope, defined ending
An implementation, not a dependency
Every engagement follows the same structured path and concludes with you owning and understanding the system.
- 01
Assess your financial and operational questions
- 02
Map the available data
- 03
Build the financial model and dashboard
- 04
Validate the calculations
- 05
Document the system
- 06
Train you on it
- 07
Limited correction period
- 08
Engagement concludes
Why me
Finance-trained. Software-built.
My background combines graduate-level applied financial analysis — an MBA and a Master in International Trade, with case-study work spanning financial management, international accounting, international financial services, and international corporate taxation — with full-stack software development. That intersection lets me translate financial logic into usable software systems, not just spreadsheets or slideware.
Clear boundaries
What this service is not
I am not a CPA, licensed accountant, auditor, tax preparer, licensed tax adviser, attorney, or practicing fractional CFO — and this service is none of those things. It is the design and construction of financial decision systems. Where accounting treatments, payroll rules, or tax positions matter, the system flags them for your qualified professionals rather than deciding for you.
Portfolio
Four case studies, one connected system
Each case study documents the business question, model architecture, calculations, validation, and limitations — using fictional companies and synthetic data throughout.
Performance & Cash
From “growth looks great” to “growth reaches break-even in eleven months if churn holds.”
Read the case study →
Accounting & Assets
An asset register that turns depreciation, amortization, and impairment indicators into a forward expense forecast.
Read the case study →
Workforce & Hiring
The fully loaded cost of a hire, and what it does to burn, runway, and the break-even bar.
Read the case study →
Tax Readiness & Expansion
A book-to-tax bridge your adviser can work from, and three market entries compared on cash, time, and risk.
Read the case study →
Common questions
Before you ask
- Is this bookkeeping or accounting? No. The system consumes data your bookkeeper and accountant produce; it does not replace them.
- Do you stay on retainer? No. Engagements are fixed-scope with a limited correction period, then conclude.
- What do I need to start? A billing system, an accounting system, and a payroll or contractor record — even messy ones.
Start with the diagnostic.
The Financial Data & Decision Diagnostic maps your questions, your data, and the gaps between them — and tells you exactly what a decision system would look like for your company.