Frequently asked questions
The essentials on how we work, who we work with, and how to get started. Can't find your answer? Reach out any time.
What types of businesses do you work with?
We primarily work with SaaS companies, ecommerce, subscription-based businesses, and online, service-based businesses. If your revenue model is recurring or subscription-driven, you are likely a good fit.
Do you work with clients outside the United States?
Yes. Most of our clients are in the US, with more across the UK and the Middle East, and we have worked on projects across other regions as well — subject to applicable regulations and our capacity.
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, Stripe, and similar platforms. We confirm the specific stack during onboarding.
Can you help us migrate from our current system?
Yes. We can assist in transitioning from another bookkeeper or accountant, or moving between accounting platforms, subject to scope and data quality.
How is pricing structured?
Pricing is based on scope, complexity, and support level, and is organized into clear monthly tiers. This may include monthly or quarterly retainers and project-based engagements. A tailored proposal is provided after a discovery discussion. You can review the tiers on our Packages page.
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.
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
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.
Do you sign NDAs?
We take confidentiality seriously and are open to signing reasonable non-disclosure agreements (NDAs) when required.
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.
Do you handle tax filings?
We focus on clean books, financial reporting, and — for the right engagements — tax and compliance coordination. We can work alongside your tax advisor or CPA and prepare the financials they need, and the specific scope of any tax and compliance work is agreed as part of your engagement.
How do we get started with SaaS Ledger Co?
You can reach out through the contact options on our website, or book a call directly using the booking links throughout the site. We typically start with a discovery conversation to understand your business, then send a proposal outlining scope, pricing, and next steps.
Where can I read your policies?
You can review our Privacy Policy for data and privacy practices, our Terms & Conditions for service use and engagement terms, and our Disclaimer for general information limitations. All are accessible via the footer links on our website.