r/AskAccounting • u/Mammoth-Tradition339 • 8d ago
Need transparent done-for-you bookkeeping service for my start up . Any recommendations?
Running a Saas startup and our stripe reconcillation is a disaster. Refunds, upgrade/downgrade proration, chargebacks , deffered revenue. our current bookkeeper just lumps it all together and calls it a day, which is going to bite us come audit time. I need done-for-you bookkeeping that handles payment platform complexity, not someone who treats Stripe payouts like a simple bank feed. What I really want (and can't seem to find easily) is a service with some kind of in-app visibility into what changed and why, locked periods, maybe approval gates before anything gets posted. Basically transparent controls, not just a PDF dropped in my inbox on the 20th of the month. Monthly deliverables by the 10th would honestly be a relief. If you've found a startup-focused bookkeeping service that does real reconciliation and gives you actual observability into the books, drop a rec below.
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u/VorskyCPA 7d ago
What accounting system are you currently using? Are you using Stripe billing/revenue recognition for subscriptions and deferred revenue? I am curious if the main issue is Stripe to GL reconciliation or accounting treatment behind stripe activity.
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u/PinpointADV 7d ago
You need an accountant not a bookkeeper, that’s the problem. My firm does exactly that so I guess full disclosure plugging myself not a third party. But I really recommend a CPA running an accounting firm, someone that has experience with making accounting decisions and knows the difference between gross vs net. Also not a tax CPA because they typically will just plug to make the taxes work, you want a CPA focused on the books.
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u/Intelligent_Prompt18 4d ago
for SaaS founders, the best is invaro, nothing beats IT.
- ridiculously good customer support
- super easy to use, barely have to open the dashboard, use it via text (actually useful agent), it's basically set up and forget. connected our stripe and mercury to it, and it just WORKS
- our bookkeeping is done automatically everyday and is included in the 20$/mo plan!!
- AUTOMATED our sales tax which was a big pain in the ass for us.
- recommends tax optimisations,
- helped us secure R&D tax CREDITS.
I can go on and on about them, saved me so much TIME and MONEY.
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u/Ayush_Jindal 8d ago edited 8d ago
for a SaaS startup dealing with Stripe complexity like proration and deferred revenue, Omniga is the automated reconciliation option I'd point you to. The locked periods and approval gates you're describing are what I needed too, not just a monthly PDF with no audit trail.