You’ll be scored based on the following key areas:
Proactive Strategy
A good accountant doesn’t just react—they anticipate. Proactive guidance on forecasting, cost optimization, and SaaS financial strategy should be the norm.
SaaS-Specific Expertise
Subscription billing, revenue recognition, and R&D tax credits aren’t standard for every business. Your accountant should speak the SaaS language fluently.
Responsiveness & Support
Clarity and speed matter. Timely communication and clear deliverables ensure you’re never left in the dark—especially when it counts.
Value & Relationship
It’s not just about numbers—it’s about trust. Your accountant should feel like a partner who supports your vision, not just a line item on your expenses.
How it works
This scorecard was built to help SaaS businesses assess the value and effectiveness of their current accountant relationship.
Answer 9 yes/no questions
Designed to highlight what’s working—and what’s missing—in your accounting support.
Receive your results
Your answers are scored across four key categories to reveal your strengths and gaps.
Action steps
Based on your results, we’ll give you clear, practical next steps to level up your accounting relationship.