The Challenge
A CPA firm working with LMS platforms and course creators struggled with:
- Subscription Complexity: Monthly, annual, and trial plans weren’t properly tracked.
- Instructor Payments: Delays in calculating and disbursing instructor shares.
- Investor Reporting Lag: Founders lacked real-time financials during pitch cycles.
Our Solution
We provided SaaS-style accounting tailored to education platforms:
Subscription-Based Bookkeeping
- Synced Stripe, Kajabi, and Teachable to QuickBooks Online.
- Tracked revenue deferrals by plan and cohort.
Instructor Payout Support
- Calculated instructor revenue shares with time-tracking tools.
- Delivered instructor-ready statements with monthly summaries.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- EdTech startups need clean deferred revenue tracking.
- Instructor payments must be automated and transparent.
- CPA firms improve investor readiness with outsourced support.
Client Testimonial
Your support helped us win more EdTech clients—and guide them through investor conversations with confidence.
CPA Partner
Austin-based EdTech Firm
Accounting for Online Learning Platforms & EdTech Startups
Subscription-ready. Instructor-aligned. Investor-friendly.
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