Virtual Accounting & Tax Strategy for SaaS Companies (US-based)

Investor-ready books, SaaS metrics and year-round tax strategy for subscription businesses, executed monthly, not scrambled at year-end.

Anomaly CPA co-CEOs Greg O'Brien and John Malone mapping a client's holding company structure on a whiteboard

Inc. 5000 company

4x

Recognized as one of the fastest-growing private companies four times.

Our philosophy

Investor-ready books and a tax plan that scales with you

A documented tax strategy executed monthly, not scrambled together at year-end.

With Anomaly, you get clean, investor-ready financials for your recurring-revenue business and a documented tax strategy executed monthly instead of rushed at year-end. We handle accrual accounting, revenue recognition, deferred revenue, and the tax planning that matters for software companies: R&D credits and cost treatment, state sales tax on software, multi-state exposure, and equity and financing planning. The result is reliable metrics, faster closes, and the confidence that your books and tax strategy are working together as you scale.

4x

Inc. 5000 company

#1

Tax Strategist in the U.S.

200

Forbes top CPA firms

Expertise

What we do for SaaS companies

Accrual bookkeeping, revenue recognition, financial reporting and proactive tax strategy, executed monthly, not scrambled at year-end.

Revenue Recognition

Subscriptions, deferred revenue and billing handled consistently under ASC 606, so recognized revenue ties back to what you billed.

SaaS Metrics

ARR, churn and retention built from clean, accrual-based books, so the numbers you share with your board hold up.

R&D Credit Planning

Identify qualifying software development costs early and document the work so your credit claim holds up.

Fundraising Diligence

Investor-ready financials and organized support, so diligence moves quickly when a round or an exit is on the table.

Tax strategies

Maximizing every dollar with strategic tax planning

Every tax strategy we recommend is built around how SaaS businesses operate, from R&D credits and software development cost treatment to state sales tax and multi-state exposure.

Anomaly CPA advisor reviewing documents at his desk

R&D Credits & Cost Treatment

Document qualifying development work, claim the credit where you are eligible, and plan how software development costs are treated for tax.

Sales Tax on Software

Understand where your product is taxable, track your exposure by state, and manage nexus as you grow across states.

Entity, Equity & Financing

Plan the entity structure, equity compensation and tax impact of every fundraising round before you sign.

Multi-State & Exit Planning

Manage state filing exposure and plan ahead for acquisitions or other exits, so tax does not surprise you at the deal table.

How we work

Tailored tax solutions for SaaS companies

Don't settle for a tax planning process that just skims the surface. We start with a comprehensive review of your business, then deliver high-impact, proactive strategies tailored to your situation.

Two people reviewing a document together at a table on an outdoor terrace

Identify

We review your entity, funding, product and customer footprint to identify the tax strategies that actually apply to your SaaS business.

Implement

We build each strategy into your current books and billing workflow on the fly, so credits, sales tax and equity items are tracked month to month.

Report

We make sure every strategy is reported correctly on your returns, with the documentation to support it.

Accounting services

Accounting Services for SaaS Companies

Subscription billing, deferred revenue, usage-based pricing and investor reporting create a different equation for every SaaS company. Whether you sell to businesses or consumers, our team brings investor-grade accounting and practical, hands-on insight.

Core Bookkeeping

Monthly close, accrual accounting and GAAP-ready financials, reconciled across your bank, payment processor and billing system.

Revenue Recognition

Revenue recognition, deferred revenue schedules and billing reconciliation, so subscriptions, upgrades and usage-based charges are recorded consistently.

Reporting Investors Trust

Investor-ready reports, SaaS metrics and audit-ready documentation. Your board sees ARR, churn and burn in one consistent monthly package.

Tailored to Your Stage

Structured around your pricing model, funding stage and tax strategy, from bootstrapped to venture-backed.

Fast, Pro Support

A responsive team with fast turnaround, so there is no waiting and no delays when a customer, an auditor or an investor needs an answer.

Packages

Pick a Plan That Matches Your Stage

All-inclusive packages for SaaS companies: accounting, corporate tax and year-round tax strategy from one accountable team.

Founders Package

Best for startups in the pre-seed or seed rounds that need to keep the trains running in the early days. We take care of A-Z for your bookkeeping, accounting and corporate tax needs while you begin your journey.

Starting from
$750
/month, all inclusive

Dedicated Accounting and Tax Specialists

Cash basis monthly accounting and bookkeeping

Founder's Reporting Dashboard with Key Metrics

C Corporation Federal & State Tax Returns (+ analysis of your state tax filing requirements)

Delaware Franchise Tax Filing

R&D Credit Feasibility Analysis

Year-round tax strategy

Scale Package

Best for startups post seed rounds that are looking to scale, have consolidated entities or foreign ownership. Focus on scaling the business while we handle the back office accounting complexities and all things corporate tax.

Starting from
$1,500
/month, all inclusive

Everything in the Founders Package, plus:

Hybrid accrual or full accrual accounting

SaaS metrics reporting: ARR, churn and burn

Foreign Reporting Requirements (5471/5472) if necessary

R&D Credit

Anomaly’s R&D Credit

Why give up 20% of your R&D credit away to a company that won’t even sign your return?

We offer flat pricing—no matter the size of your credit - and deliver expert analysis backed by years of experience.

Software development work often qualifies. The R&D credit can offset up to $500,000 in FICA taxes during your early years and is one of the most overlooked benefits for SaaS companies.

Bonus: Many states offer additional credits too!
Flat fee
$5,000
No matter the size of your credit
Client voices

Anomaly CPA’s client victories in the spotlight

Innovative business owners and investors across the globe benefit from our unique tax strategy and cloud accounting experience allowing them to stay ahead of the curve.

“

I discovered them through some research on Google, actually.
I had just moved to Massachusetts, and I needed a Massachusetts accountant, somebody to come and partner with me.

I’ve been using them for about two years now.
They are great partners.

They really support me in my business, and I highly recommend them.

I feel they can support any industry with all their accounting and tax needs.

‍

C.Kay International
“

I’ve been a client since day one,
and I’m just so proud of him,
seeing him build this up.

Now he’s helping so many people—
so many entrepreneurs,
so many businesses,
so many investors,
so many individuals and companies. It’s been incredible.

I’ve been working with him and his team
for, yeah, must be four years now. And I would say, if you’re an entrepreneur,
you own businesses,
or you’re a high earner
and you have investments like real estate,
working with Greg is an absolute no-brainer.

They’re forward-thinking.
They’re cutting-edge.
They’re leaders in the space.

I know personally, for me,
they’ve saved me a lot of money,
which has been able to add to my net worth.

I’ve saved way more than they’ve cost,
or the investment in them.And it’s so worth it.
So much so.I’ve recommended dozens of people to them.

Wade Critides | Lifestyle Entrepreneur
“

I would wholeheartedly recommend Greg O’Brien and his entire team to any small business or mid-sized business owner looking for help.

We don’t have the resources, and often don’t have the budgets, to bring on staff full-time.

Honestly, Greg and his team have been the next best thing.

John Guilfoil Public Relations
“

The biggest difference that we noticed right away was that there were all these things that we could be taking advantage of.

We could be way more strategic with how we were filing, what strategies we had in place, and what things had been ruled on from a tax law perspective.

My favorite part about it is, at the highest level— because there are tiers that you can work with the team through— but at the highest level, you’re fully supported.

Your accounting is taken care of. All of your tax strategy is taken care of. Basically anything you would need on the back end, money-wise, you’re taken care of.

That even includes if an audit were to come up or something like that. You have support with all of that. Love it. So grateful.

Nexus Family Chiropractic
“

"Anomaly, has been INSTRUMENTAL to the success of our start-up business. Their knowledge, expertise, and due diligence in the accounting field gives us the confidence that our books will always be in good hands as we continue to focus on other pertinent business matters. I would recommend Anomaly to anyone looking for a fantastic service on a budget! Thank you for being awesome!"

Brian Megill | Host Events Inc.
“

"Anomaly provides a professional and tailored approach to achieve the desired outcome for clients and we couldn’t be happier with the quality of his services. They've helped us manage through the first year of our new company and taken the stress out of dealing with multiple vendors, agencies and tax authorities making year one seamless for our business. We look forward to another successful year and would highly recommend their services!"

Jay Carlington
“

"I would recommend Anomaly to anyone. They have been an extremely valuable asset to our business and acts as an extension of our team. We began working with Anomaly almost 2 years ago and it was a great decision. They are extremely responsive and I would highly recommend their services to anyone."

Dan Bresciani
“

"Anomaly helped me out with starting my own business. I could tell right away that they were extremely knowledgeable and passionate about helping their clients navigate the complex world of taxes and creating effective strategies to reach their goals."

‍

Mark Perlberg

Award-winning impact: Recognized excellence in client services

Our team has been recognized for our impact
and services to clients. Recent awards include: Greg O'Brien (3x) and John Malone (2x) as 40 Under 40, AccountingToday Top 10 Firms for Tech, the #1 Tax Strategist of the Year Award by the American Institute of Certified Tax Planners & Forbes Magazine Top 200 CPA Firms.

2026 Forbes Best-in-State Top CPA

2025 Forbes Best-in-State Top CPA

2024 Forbes Top 200 CPA Firms

Two CPA Practice Advisor logos: left side shows '40 Under 40' in purple and gray; right side shows '20NTY Under 40 Influencer' in dark red and gray.

2022 CPA Practice Advisor "40 Under 40" professionals who have emerged as leaders in the profession.

Accounting Today 2022 Best Firms for Technology badge.

2022 Accounting Today Best Firms for Technology

2021 Concierge Accounting Firm of the Year

Gold seal emblem with initials CTP and text Certified Tax Planner around the edge.

2020 AICTC Tax Planner of the Year National Finalist

SaaS FAQs

Frequently Asked Questions About Accounting & Tax Strategy for SaaS Companies

How do you prepare my books for a fundraise or an acquisition?

We keep monthly closes, deferred revenue schedules and supporting documents organized all year, so diligence requests are answered quickly. Before a deal we also review your books and tax position for issues an investor or buyer would flag.

Do I need to collect sales tax on my software?

It depends on where your customers are and how each state taxes software and digital services. We review your nexus exposure, help you register where required, and keep your filings on schedule.

Does my SaaS company qualify for the R&D tax credit?

Many software companies do, because developing new software or improving an existing product can qualify. We identify eligible work and costs, document them as you go, and plan how development costs are treated for tax.

Which SaaS metrics can you report on?

We can report ARR, MRR, churn, net revenue retention, burn and runway from clean, accrual-based books. The definitions are documented, so the numbers stay consistent from month to month and from one board meeting to the next.

How do you handle revenue recognition for subscriptions?

We build accrual revenue recognition schedules under ASC 606 for subscriptions, annual prepayments and usage-based billing. Revenue is recorded as it is earned and deferred revenue is tracked, so your financials match how the business actually performs.

How do I get started with Anomaly CPA as a SaaS company?

Start with a short intro call. We look at your billing setup, funding stage and current books, then recommend a scope of work and pricing that fits your SaaS business.

From the blog

Guides & insights for SaaS companies

November 9, 2026

Can biotech startups claim the R&D tax credit for clinical-trial costs in 2026?

November 7, 2026

How much should a Series A startup budget for virtual CPA services in 2026?

November 4, 2026

Can a financing round make new startup shares ineligible for QSBS?

Built for SaaS companies

Ready to partner with a virtual CPA for your SaaS company?

A short call with our team, no prep needed.

63
five-star reviews
4x
Inc. 5000 company
50
states served, fully remote
Intro call
A 30-minute intro call with our team
We learn about your business and goals
You learn how working with Anomaly CPA works
No prep, no pitch deck, no obligation
Or call 781 694 2203 · Boston, MA