Fractional Tax for Scaling SaaS Startups Companies
Founder‑level partnership.
You build the product
We build the finance engine that scales it.
Jooste & Company serves as the outsourced tax department for growing SaaS companies, providing executive level tax expertise, proactive planning and compliance leadership until the company has the need for a full-time tax department.
Tax Advisory & Compliance
Strategic Finance Leadership
Systems & Process Buildout
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Fractional Tax Director Services
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Tax Strategy & Risk Management
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Multi-State Income Tax Compliance
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State & Local Tax (SALT) Advisory
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Economic Nexus Analysis & Monitoring
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SaaS Tax Consulting & Growth Planning
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Tax Provision & Financial Reporting Support
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Tax Process Design & Internal Controls
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Tax Authority Notice Management
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Audit Readiness & Tax Controversy Support
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M&A and Due Diligence Tax Support
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Strategic Tax Planning for Scaling Software Companies
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Forecasting & runway modeling
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Scenario planning
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SaaS metrics dashboards (CAC, LTV, NRR, GRR)
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Board reporting
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Pricing strategy (seat, usage, hybrid)
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Unit economics modeling
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Close Process
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Controls
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Billing Workflows
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Revenue recognition automation
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SaaS metrics dashboards
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Ramp + Stripe + Chargebee setup
Business & Individual
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Individual Tax Returns
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Business Tax Returns
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Partnership Tax Returns
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Corporation Tax Returns
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Franchise Tax Returns
The Ideal Client
Is This You?
You're a great fit if:
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You're a SaaS or software company generating $5M to $50M in revenue
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Your business is expanding into new states and you're unsure of your tax exposure
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You need senior-level tax expertise but aren't ready to hire a full-time Tax Director
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You're managing multi-state income, franchise, sales, or payroll tax obligations
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You've received tax notices and need a trusted advisor to respond and resolve issues
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You're preparing for an audit, fundraising round, acquisition, or due diligence review
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You're concerned about economic nexus and state tax compliance risks
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Your finance team needs guidance on tax planning, compliance, and reporting
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You want proactive tax strategies that support growth while minimizing risk
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You need a tax leader who can partner with your CFO, Controller, or executive team
Built for Growing Software & SaaS Companies
We work with software and SaaS leadership teams that are experiencing increasing tax complexity as they scale. Whether you're expanding into new states, entering international markets, raising capital, preparing for an audit, or managing global operations, we provide the strategic tax leadership needed to support growth without the cost of a full-time Tax Director.
If you're a software company generating $5M to $50M in revenue, need proactive tax guidance, and want to stay ahead of compliance risks both domestically and internationally, you're in the right place.
Who We Serve
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Founders & CEOs: Need confidence that tax risks are managed and growth plans won't create unexpected compliance issues.
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CFOs & Controllers: Need a trusted tax partner to provide strategic guidance, technical expertise, and hands-on execution.
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Private Equity & Venture-Backed Companies: Need scalable tax processes, diligence support, and audit-ready documentation.
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Finance Teams: Need experienced leadership to navigate multi-state compliance, international tax matters, nexus exposure, tax planning, and reporting requirements.
Areas of Expertise
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Multi-State Tax Compliance & Nexus Management
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State & Local Tax (SALT) Advisory
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International Tax & Cross-Border Compliance
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Global Expansion Tax Planning
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Tax Risk Management & Strategic Planning
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Income Tax Provision Support
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Tax Authority Notice Resolution
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Audit & Due Diligence Readiness
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SaaS Tax Consulting
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Process Improvement & Tax Function Scalability
Think of us as your Fractional Tax Director, providing executive-level tax leadership, domestic and international tax expertise, and proactive compliance oversight before your company is ready for a full-time in-house tax department.
porting, you’re in the right place.
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Founders: Need visibility, runway, and investor‑ready numbers
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COOs / Heads of Finance: Need a partner to own the close and build systems
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VCs / Fractional CFOs: Need execution support and clean data
We Build Your Tax Function
Three pillars to drive success
Strategic Tax Leadership
Executive-level tax guidance without the cost of a full-time Tax Director. We partner with leadership teams to align tax strategy with business growth, expansion plans, and long-term objectives.
Tax Risk Planning & Management
Proactive tax planning, audit readiness, notice resolution, and process improvements designed to protect your business, improve visibility, and create a scalable tax function.
Domestic & International Compliance
From multi-state tax obligations and economic nexus monitoring to international tax compliance, we help companies stay ahead of evolving requirements while reducing risk and avoiding costly surprises.
Why SaaS Founders Choose Jooste & Company
You don't need another advisor who delivers a tax memo and disappears. You need a trusted partner who can identify risks, navigate complexity, and implement practical solutions that support your growth.
At Jooste & Company, we combine strategic tax leadership with hands-on execution, helping software companies stay compliant, reduce risk, and scale with confidence.
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20+ years of accounting, tax, and finance leadership experience across SaaS, technology, biotech, and high-growth companies.
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Fractional Tax Director expertise without the cost of a full-time in-house tax executive.
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Deep SaaS specialization, including multi-state tax compliance, economic nexus, revenue recognition considerations, and software-specific tax challenges.
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International tax and compliance experience, supporting companies with global operations, cross-border activities, and expanding regulatory requirements.
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Proactive tax planning and risk management designed to prevent issues before they become costly problems.
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Hands-on execution, from compliance oversight and tax notices to audit support and process improvements.
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Executive-level partnership, working directly with founders, CFOs, controllers, and finance teams.
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Scalable solutions that evolve alongside your business, from early growth through mature operations.
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Responsive, high-touch service, with direct access to an experienced CPA who understands the realities of growing software companies.
The Difference
We don't just help you file taxes. We help you build a tax function that scales with your business.
Whether you're managing multi-state compliance, expanding internationally, preparing for due diligence, or navigating increasing tax complexity, Jooste & Company provides the strategic leadership and practical execution needed to support long-term growth.
CONTACT US
EASY AND CONVENIENT ...
(803) 438-2526
For any general inquiries, please fill in the following contact form:
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