End-to-end accounting support for a growing EdTech company
Took over accounting and bookkeeping for a New York EdTech startup managing institutional contracts, subscriptions, cash flow, and tax compliance.
Remote Financial Services rebuilt accounting for a New York EdTech startup, introducing deferred revenue tracking in QuickBooks Online, centralizing Stripe and HubSpot data, and standing up cash-flow and burn-rate monitoring. System integration cut manual reconciliation time and left the books ready for investor diligence.
This client is anonymized under NDA. Metrics come from the client testimonial or the live case-study listing, never from figures we invented.
The proof points behind the story
Only confirmed client or published case-study details are shown.
- Manual reconciliation reduction
- 40%
Reported on the live case study
- Compliance scope
- Federal + state
Tax calendar and filing support
- Systems integrated
- Stripe + HubSpot + QBO
Centralized reporting flow
How the work unfolded
The problem
- Subscription revenue was not being allocated cleanly across reporting periods.
- Burn-rate visibility was limited because expenses and inflows were not tracked in one operating view.
- Stripe, HubSpot, and spreadsheets created scattered finance data and delayed reporting.
- Federal and state tax compliance lacked a structured recurring process.
The engagement
- Introduced deferred revenue tracking in QuickBooks Online.
- Built cash-flow and burn-rate monitoring for operating expenses, payroll, vendors, and marketing spend.
- Centralized Stripe and HubSpot data into the accounting workflow.
- Set up a tax filing calendar and monthly compliance support.
Outcomes
- Subscription income was reported more accurately under GAAP.
- Management gained real-time clarity on runway and capital needs.
- Manual reconciliation time was reduced through system integration.
- Books and filings were prepared for investor diligence and statutory obligations.
Considering a similar engagement?
Tracking subscription revenue and burn across scattered tools? We centralize the stack and rebuild your reporting. Book a discovery call and we will map our process to your situation in about 30 minutes.