Welcome

Menu

FINANCE & ACCOUNTING FOR RECURRING REVENUE FIRMS

Build value the market will reward with a complete solution designed specifically for firms with recurring revenue.

THE PROBLEM:

TYPICAL FINANCE & ACCOUNTING DOESN'T CUT IT

Your firm is on the cusp of rapid growth. But your finance and accounting function doesn’t embrace the nuance of building a recurring revenue business. High-growth recurring revenue companies need more than traditional outsourced accounting services and generic KPIs. Raising capital, scaling operations and maximizing value require a solution for the unique challenges of growing a recurring revenue business.

THE SOLUTION:

FINANCE & ACCOUNTING FOR FIRMS WITH RECURRING REVENUE

Whether a managed service provider, an “X”-as-a-Service firm or you have some other flavor of recurring revenue, welcome to Growth Driven Finance. It’s a comprehensive approach to finance and accounting, designed with one purpose—to maximize enterprise valuation. Get the high-level financial leadership your recurring revenue firm needs, so you can tackle every growth stage with confidence. From ARR to profitability to CAC to LTV to Churn to Sales Efficiency metrics, we tailor it all to your circumstances.

FINANCE

  • Identify, interpret nuance of each recurring revenue KPI
  • Drive recurring revenue KPI understanding & alignment
  • Strategically manage cash burn, fundraising
  • Prepare for/participate in board meetings
  • Credibly manage bank and investors
  • Prepare for an acquisition or your exit

ACCOUNTING

  • Produce GAAP financials & budget
  • ASC 606 compliance
  • Monitor sales tax nexus, manage liability
  • Audit-ready financials
  • Tightly manage order-to-cash process
  • Leverage subscription billing software
A CEO's Guide to Finance & Accounting - For Recurring Revenue firms

THE OUTSOURCED ADVANTAGE:

A COST-EFFECTIVE WAY TO HAVE IT ALL

An outsourced finance and accounting department customized to your SaaS firm’s needs.

Fully-Integrated

With one team to manage all of your financials, you can count on consistency, accuracy and efficiency like never before.

Right-Sized

No more one-size-fits-all solutions. Address the unique challenges of your revenue model, growth stage and business goals.

100% Scalable

Choose the level of engagement that fits today. Ramp up from Controller to CFO, and from fractional to full-time dedicated resources as needed.

THE PROBLEM:

CFO SERVICES
CONTROLLER SERVICES

WE’VE BEEN IN YOUR SHOES

Driven Insights was founded by investors and business operators.

After years of evaluating businesses as potential acquisition candidates, and experiencing first-hand the challenges that inadequate financial systems, processes and personnel pose for growth-minded companies, one thing was clear:

useful, timely, accurate data can create a competitive advantage by informing business decisions—big and small.

The result? We’ve developed a complete solution to help deserving SaaS businesses transform their financials into a competitive advantage, so they can raise capital, maximize enterprise value and ultimately close on successful exit opportunities. It’s time to manage your firm through the lens of an operator AND an investor.

"We were attracted to DI because of their unique background and experience in helping recurring revenue companies scale with their end goal in mind. They have taken our accounting and finance practices to another level, and what used to be a source of anxiety is now a source of strength."
"Robert SanchezCEO, Digital Empathy"
"Robert Sanchez

Take the first step to recurring revenue financials that fuel growth

If your recurring revenue business is ready to accelerate growth, it’s time for a complete finance and accounting solution. Schedule your introduction to Driven Insights with our founder today.

GET A CUSTOM PROPOSAL ➞

DRIVEN INSIGHTS SMALL BUSINESS finance BLOG