What It Took for Interview Schedule to Scale, and Exit, with Nimbl’s SaaS Accounting and Strategic Finance
Interview Schedule (now Prelude) was growing quickly, as many SaaS companies do. The team was lean, tradeoffs were constant, and the focus stayed on product, customers, and what came next.
For co-founders Alex Soto and Will Laufer, finance wasn’t meant to take center stage. But as the business scaled, the weight of bookkeeping, tax, compliance, invoicing, and planning kept building. At a certain point, it stopped being background work.
They didn’t need bookkeeping for a software company. They needed a finance function that could keep up. One that stayed accurate, kept things organized, and made sure they were ready for what was ahead.
Before Nimbl, they had tried other providers. The result was more work, not less. There were recurring categorization errors, extra time spent reviewing, and books that couldn’t be relied on when it mattered. The model didn’t reflect how a venture-backed SaaS company actually operates.
Alex pointed to ongoing issues with prior providers. Will described the growing list of responsibilities, from tax and accounting to AR/AP and compliance, that kept pulling them away from product-market fit.
The problem became clear. They needed to build a financial foundation that could support growth without adding more internal burden.
At a Glance
Client: Interview Schedule
- Industry: SaaS / HR Tech / B2B Software
- Business Model: From early-stage startup to growth-stage SaaS company
- Leadership: Alex Soto, Founder & CTO | Will Laufer, Founder & CEO
- Stage at Onboarding: Early growth, with increasing need for startup accounting services and financial oversight
- Stage at Transition: Growth-stage SaaS business preparing for more advanced financial planning, fundraising support, and acquisition readiness
- Solution: Outsourced accounting for SaaS companies, startup bookkeeping services, tax and compliance management, and strategic finance support
- Impact: Delivered cleaner financial reports, improved compliance, reduced time spent on finance operations, and supported scalable growth, investor readiness, and acquisition preparation
The Challenge for Interview Schedule
Like many early-stage SaaS companies, Interview Schedule didn’t start with an in-house finance team. It was mostly Alex and Will, supported by outsourced providers handling pieces of bookkeeping, tax, and modeling. That worked for a while. But as the business matured, it stopped being enough.
There were no internal finance employees beyond the two founders. Alex found himself regularly checking whether the books were properly categorized and usable. What should have been a source of clarity became another layer of work.
Before Nimbl, Interview Schedule faced several challenges:
- Previous providers made bookkeeping mistakes and required repeated oversight
- Tax, compliance, AR, and AP tasks kept piling up
- Financial planning became more important as the company raised capital and scaled headcount
- The founders needed clean books for investors and fundraising
- Finance work was taking attention away from product, sales, and customer growth
Alex described the core issue simply. The numbers couldn’t be trusted at face value. He kept finding miscategorized transactions and needed more than a basic bookkeeping vendor. He was looking for someone who could support modeling and help guide decisions as the company scaled.
Will saw it just as clearly. The company was carrying an increasing load of non-core finance and compliance work. It needed to come off the founders’ plate so they could stay focused on product-market fit, sales, and customers.
At that point, the issue wasn’t just financial accuracy. It was founder bandwidth.
“Things were improperly categorized almost every month.”
The Nimbl Solution: Accounting and Strategic Finance Built for Startup Growth to Acquisition
Nimbl stepped in as more than a bookkeeping vendor.
For Interview Schedule, it became a finance partner that could take ownership of the day-to-day work, improve accuracy, and support the more strategic needs that come with growth.
Alex found Nimbl through Dave Olsen’s startup-focused content. It reflected what he was already experiencing. After reviewing other options, the decision came down to fit. Nimbl felt more aligned with how they operated, more capable of supporting where they were going, and more practical from a cost perspective.
What Nimbl delivered:
- Startup bookkeeping services designed for a SaaS company
- Tax and compliance support that reduced founder stress
- Clean, accurate books that investors could trust
- Strategic finance guidance as planning needs evolved
- Support for invoicing, collections, and financial operations
- Ongoing monthly partnership with a trusted advisor
- Flexible finance support that expanded as the business matured
Both founders consistently pointed to Shane Rowely’s (Co-founder & President at Nimbl) role in the relationship. Alex described him as feeling like part of the team, someone who gave them confidence that finance was being handled properly. Will saw the same pattern. Nimbl delivered on its promises, then continued to build on that, shifting from a tactical solution to a more strategic relationship that supported larger decisions across the business.
That shift mattered as the company evolved. What started as a need for tax and compliance support grew into something broader. Financial planning became more important. Fundraising required stronger visibility. Day-to-day operations needed more structure. Nimbl adapted alongside those changes, expanding its role as the business scaled.
“In looking for a CFO, I found Nimbl’s blog post by Dave about early startups, which really resonated with me, exactly what we were going through.”
What Changed for the Business
Once Nimbl took on more of the finance function, the founders were able to shift their focus back to where it mattered most.
For Will, that meant spending more time on product, sales, and customer success, instead of reviewing tax filings and second-guessing the books. He no longer had to carry the constant question of whether everything was accurate or complete.
For Alex, it created confidence differently. The numbers were reliable. Headcount planning became clearer. There was less concern about avoidable tax or compliance issues. With the financials modeled correctly and handled by a team he trusted, it removed a layer of pressure that had been there from the start.
The result of stronger accounting support for a SaaS company:
- More confidence in financial accuracy
- Less founder time spent on tax, compliance, and bookkeeping review
- Better support for headcount and capital planning
- Cleaner financials for fundraising and investor conversations
- More internal capacity to focus on product, growth, and customers
- A finance function that scaled with the company’s complexity
Will also said Nimbl helped prepare for acquisition-related processes, and Alex tied the relationship to the years leading up to Calendly’s acquisition of Interview Schedule in 2023.
“Once we needed to model out spending, doing accrual accounting, but when it started getting into the red, it was getting too complicated, wanted an expert involved, didn’t feel like he could make an informed choice.”
Why SaaS Founders Choose Nimbl
SaaS companies need more than basic bookkeeping
Startups move quickly. Finance has to keep up with fundraising, hiring, customer growth, revenue tracking, and changing investor expectations. Basic bookkeeping doesn’t carry that load on its own.
Interview Schedule needed support that could start with tax and compliance, then expand into strategic finance as the business grew. Nimbl gave them that range.
Founders need focus, not more admin
For early-stage founders, time is limited.
Will described the initial value clearly. Less time spent on tax, compliance, and financial administration. More time with customers and on product-market fit. That shift is often what drives the decision to bring in outside support.
Investor-ready financials matter as the company matures
As SaaS companies scale, the expectations change.
Headcount planning becomes more deliberate. Financials need to be clean and consistent. Fundraising requires clear, defensible numbers. Revenue needs to be understood beyond the surface.
Interview Schedule reached that point. They needed stronger modeling, clearer views into retention, and financial discipline that would hold up under investor scrutiny. Nimbl supported those needs as they became more important.
“Having a relationship where we could trust it… We didn’t have to spend a lot of time scrutinizing our books or our tax filings… allowed me to operate the company with a lot more freedom.”
Client Result: A Finance Partner That Helped Interview Schedule Scale
Interview Schedule didn’t just outsource bookkeeping. They strengthened the foundation the business was running on.
With Nimbl, they gained reliable accounting, cleaner financial operations, and a finance partner who could support the decisions that come with scaling a SaaS company.
Real Business Results
- Accurate accounting for a growing SaaS company
- Lower founder stress around tax, compliance, and financial operations
- More time focused on sales, product, and customer growth
- Better support for fundraising, planning, and investor readiness
- A finance partner who could evolve with the business through acquisition
Alex put it simply. The books were accurate. The guidance went further than expected. And the relationship felt like having someone on the team who was invested in the business.
Will saw the same progression. What started as a tactical solution became a more strategic relationship, one that helped shape better decisions over time.
“We sort of layered on services over time. Nimbl delivered and exceeded expectations and promises.”
Need accounting support built for how SaaS companies actually grow?
Nimbl helps startup and software founders stay focused on product, customers, and growth, with accounting, compliance, and finance support that scales alongside the business.
With Nimbl, you get:
- Expert accounting and finances for multiple business entities
- Scalable systems built for entrepreneurship
- A team that integrates into your business
“Nimbl is accountable. Integral, and felt like a member of the Interview Schedule Team. We are huge Nimbl fans.”