AccountantFractional CFOBookkeeper

    Herod CPA PLLC

    Accountant

    Finance Built for SaaS - From Pre-Seed to Exit, We've Got You Covered.

    New York, New York6 years in business1 employee$0+ income; $0+ revenue; $0+ raised minimum

    About Herod

    What We Offer: End-to-end financial infrastructure for fast-moving SaaS companies. We handle everything you need – from financial planning to metrics, forecasting, accounting, tax, audit, and CFO support – so you can scale with confidence. From forecasting ARR and cash runway to gross and net revenue retention, everything's tailored to your stage and goals. Here's who we're built for: SaaS Technology, Cybersecurity, MedTech.

    Services offered

    Accounts Payable/ReceivableAdvisory ServicesAudit ServicesBank ReconciliationBoard & Investor RelationsBookkeepingBudgeting & ForecastingBusiness & Entity FormationForensic AccountingFinancial ReportingFinancial ModelingBusiness Tax PreparationBusiness ValuationsCapital Structure PlanningCash Flow ManagementFinancial Strategy DevelopmentFinancial Systems ImplementationFundraising SupportIndividual Tax PreparationInvestor Pitch DevelopmentMergers and AcquisitionsPayroll ServicesProcess OptimizationRisk ManagementSales TaxTax Planning & Strategy

    Client specialties

    Bootstrapped CompaniesEnterprise Companies ($50M+)Growing Companies ($1M-$10M)Mid-Market Companies ($10M-$50M)Pre-revenue StartupsPrivate Equity-Backed CompaniesSolopreneursVC Backed Startups

    Industries served

    Biotechnology & PharmaceuticalsHealthcareMedicalTechnology & SoftwareWellnessDental

    Software & tools

    Adobe SignAvalaraBILLBrexCCH AxcessDropboxGoogle WorkspaceJustworksMicrosoft TeamsRampSage IntacctSalesforceSmartVault

    Pricing

    Founders Package — $450/month: SaaS Accounting and Reporting Services. System implementation. Chart of account setup. Transactional support (<120 transactions). Account reconciliation. Quarterly financial closing process. Tax Services: Federal, State (limited to 1 state), Partnerships (limited to 2 K1s). Access to CPA once a quarter. || Pre-Seed Package — $750/month: Includes all Founders Package features, as well as: SaaS Budgeting and Forecasting Services. Cash flow forecasting. SaaS Accounting and Reporting Services. Monthly financial closing process. Annual Financial Statement Drafting & Preparation. Tax Services: Partnerships (limited to 3 K1s), 1099 reporting. || Seed Package — $1,500/month: Includes all Pre-Seed Package features, as well as: SaaS Budgeting and Forecasting Services. Budgeting. Forecasting. Budget vs. actual analysis. SaaS Accounting and Reporting Services. Accounts payable management. Accounts receivable management. Tax Services: State (limited to two states), Partnerships-3K1s. || Series A Package — $2,500/month: Includes all Seed Package features, as well as: Technical Accounting Advisory Services. Revenue recognition (ASC 606). Lease accounting (ASC 842). Equity-based compensation (ASC 718). Consolidation (ASC 810). Access to CPA four times a month. || Series B&C Package — $3,500–$5,000/month: Customized Packages

    5 packages · $450–$5k/mo

    Minimums: $0+ income; $0+ revenue; $0+ raised