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Frequently Asked Questions (FAQ)
Last updated: January 2025

1. Services and Fit

1.1 What types of businesses do you work with?

We primarily work with SaaS companies, subscription-based businesses, online platforms, and tech-enabled service businesses. If your revenue model is recurring or subscription-driven, you are likely a good fit.

1.2 Do you work with clients outside the United States?

Yes. We support clients in the US and globally, including the UK, EU, GCC, and other regions, subject to applicable regulations and our capacity.

2. Tools and Systems

2.1 What accounting software and tools do you use?

We generally work with cloud-based accounting and finance tools commonly used by SaaS and online businesses, such as QuickBooks Online, Xero, Stripe, and similar platforms. We confirm the specific stack during onboarding.

2.2 Can you help us migrate from our current system?

Yes. We can assist in transitioning from another bookkeeper/accountant or moving between accounting platforms, subject to scope and data quality.

3. Pricing and Engagement

3.1 How is pricing structured?

Pricing is typically based on scope, complexity, and support level. This may include:

  • Monthly or quarterly retainers
  • Project-based engagements
    A tailored proposal is provided after a discovery discussion.

3.2 Do you offer refunds?

Because our services are professional and time-based, fees already paid are generally non-refundable. For more details, please refer to the Refunds section in our Terms & Conditions.

4. Onboarding and Data Sharing

4.1 What does onboarding look like?

Onboarding typically includes:

  • Understanding your business model and revenue streams
  • Connecting accounting, banking, and payment systems
  • Reviewing existing records
  • Structuring your chart of accounts and reporting
  • Establishing recurring workflows and reporting cadence

4.2 How do we securely share data?

We use secure, cloud-based methods and reputable platforms for sharing documents and granting access. Specific tools and methods are agreed during onboarding.

5. Compliance, Confidentiality, and Data

5.1 Do you sign NDAs?

We treat confidentiality seriously and are open to signing reasonable non-disclosure agreements (NDAs) when required.

5.2 How do you handle our financial data?

We process data solely to deliver agreed services, store it securely using reputable providers, and limit access to authorized personnel. For more details, see our Privacy Policy and the data processing sections within it.

5.3 Do you handle tax filings?

We focus on clean books and financial reporting. We can coordinate with your tax advisor or CPA and prepare the financials they need. We do not typically act as the signing tax preparer unless specifically agreed.

6. Getting Started

6.1 How do we get started with SaaS Ledger Co?

You can reach out through our website contact form or email contact@saasledgerco.com. We typically start with a discovery conversation to understand your business, then send a proposal outlining scope, pricing, and next steps.

6.2 Where can I read your policies?

You can review our:

  • Privacy Policy for data and privacy practices
  • Terms & Conditions for service use and engagement terms
  • Disclaimer for general information limitations

All are accessible via the footer links on our website.