Wells Group of New York Unveils “Finance Department in a Box” for SaaS Startups Under $10M ARR

New York, NY — The Wells Group of New York, a premier provider of interim CFO, finance operations and Interim Controller services, today announced the launch of its SaaS Finance Department in a Box — a fully outsourced finance and accounting platform purpose-built for SaaS companies with less than $10 million in Annual Recurring Revenue (ARR).

This new solution combines the strengths of outsourced accounting and FP&A solutions for SaaS businesses into a unified, scalable approach. It delivers the full capability of a modern SaaS finance department at a predictable monthly cost, freeing founders to focus on product and customer growth while ensuring their back office is both investor-ready and audit-ready from day one.

“Over the past 3 years, we’ve supported clients through more than $1 billion in capital raises and M&A,” said George Wells, Founder and CEO of Wells Group. “What sets us apart is flexibility. Founders can access our bench of CFO-level strategists and problem-solving CPAs on demand, layered on top of fixed-fee deliverables. It’s the next evolution in outsourced startup finance — giving high-growth SaaS companies enterprise-grade finance execution without the overhead of building a full in-house team.”

Marshall Monrad, CPA and Director of SaaS Finance, who joined Wells Group from Deloitte nearly five years ago, added: “Our teams don’t just close the books — they run end-to-end operations. From AP and payroll to reporting, forecasting, and board prep, we deliver finance that is as operational as it is strategic. With deep expertise in managing accurate ARR/MRR reporting and KPI dashboards, Wells Group ensures founders, executives and Boards have proper visibility into their business, while also managing GAAP revenue recognition that can withstand board review, investor diligence, and audits. SaaS companies are especially well-suited for this model, given their recurring revenue and KPI-driven nature.”

Pricing for SaaS Companies Under $10M ARR

Accounting Module – $6,000/month

• GAAP-compliant revenue recognition & ASC 606 compliance
• ARR/MRR reporting
• Accounts payable workflows & vendor management
• Payroll processing & reconciliations
• Audit preparation and support

FP&A Module – $4,000/month

• Financial projections & monthly reforecasts
• Controller oversight
• Board-ready budget vs. actuals with commentary
• SaaS KPI dashboard development (CAC, LTV, net retention, burn multiple, etc.)
• Cash flow forecasting & liquidity planning

Full Finance Department – $10,000/month

• Revenue & Reporting: GAAP/ASC 606 recognition, ARR/MRR reporting
• AP & Payroll: AP workflows, vendor management, payroll reconciliations
• Audit & Controls: Bank/credit reconciliations, audit prep, monthly close
• Financial Planning: Projections, reforecasts, scenario modeling
• Board-Ready Reporting: Controller oversight, investor packages, commentary
• KPI & Insights: Real-time SaaS KPI dashboards for decision-making
• Cash & Forecasting: 13-week rolling cash forecasts, liquidity planning

About Wells Group of New York

With a 55-person team — including 25 professionals in the U.S., the majority of whom are CPAs, and 30 offshore resources — Wells Group combines global scale with New York finance expertise. Its leadership team has supported more than $1 billion in capital raises and M\&A, and the firm currently runs finance departments for over 60 clients while serving as interim CFO to more than 40 high-growth companies.

Founded in 2009, the Wells Group provides strategic finance and accounting solutions for high-growth SaaS, media, consumer, and healthcare companies. Its modular team model enables scalable support across every growth stage, helping founders raise capital, prepare for exit, and operate with confidence.

Media Contact

George Wells

[email protected]

Wells Group of New York Launches Finance Department in a Box for Startup SaaS companies doing $10 Million ARR or less

New York, NY