All Episodes
Episodes
What is the Source of Truth for Bookings Data?
In episode #171, I address the number one SaaS data mistake. Poor or no tracking of bookings data. Check out episode #25 for a bookings breakdown.
- What is the source of truth?
- Tips and tricks
- ACV, TCV, revenue...
View Episode
Can We Treat One-time Purchases as Variable Revenue?
In episode #170, I address revenue classifications on our SaaS P&L. We must keep clear and distinct revenue categories.
- SaaS revenue categories
- One-time versus recurring
- Subscription services
Subscribe to...
View Episode
If You Can’t Close Your Books Timely This is What Happens
In episode #169, I address the financial close process. AKA, closing your books. This must be done timely and accurately every month. If not, you lose financial transparency and decision-making ability.
- The slow...
View Episode
4 Mistakes When SaaSifying Your Accounting Foundation
In episode #168, I address the four common mistakes with your accounting. I see this over and over in my client and coaching base. Learn from their mistakes.
- Your chart of accounts
- Your SaaS P&L structure
-...
View Episode
I’m Running Financially Blind and I Don’t Know What to Do
In episode #167, I address a common founder issue. Running financially blind. I’ve seen a lot of bad data and financials lately. Even after reviewing 100’s SaaS financial statements, there are financials where I...
View Episode
Who Should Track Time In Your SaaS Company
In episode #166, I address a common discussion lately. Time tracking. It’s important to get your headcount roster coded correctly. However, we don’t want over allocate.
- HRIS data
- Wearing multiple “hats”
- Time...
View Episode
This is the Tech Being Used in SaaS Companies
In episode #165, I address the tech stack being used in SaaS companies. I just released my 5th Annual SaaS Tech Stack Report. It covers 21 software categories and debt financing
- 21 software categories
- debt...
View Episode
Don’t Comingle Your Revenue Streams
In episode #164, I address an important topic that has come up a lot lately. The clarity and definition of your revenue streams. Don’t comingle them!
- SaaS revenue streams
- Your chart of accounts
- Your revenue...
View Episode
The Big Bucket of Expenses and Running Financially Blind
In episode #163, I address a common financial setup mistake that prevents you from making informed financial decisions.
- Big bucket of expenses
- Financial structure
- Cash burn
Subscribe to Ben’s SaaS metrics...
View Episode
The Advisors You Need When Selling Your Company
In episode #162, I address the advisors you need when exiting. Don’t go it alone! Transactions are very complicated.
- Investment Banker
- Tax CPA
- Accounting CPA
- Corporate M&A Attorney
- Going it...
View Episode
I Need at Least 3 Months to Prep Your Metrics for Due Diligence
In episode #161, I address the time needed to accurately prepare your SaaS metrics. I talk to many founders who have kicked off an informal exit process. They need forecasts and metrics ASAP for due diligence. Often,...
View Episode
VC Fundable Growth Rates
In episode #160, I review growth rates that are considered VC fundable. I find growth rates to be very subjective based on the audience. Are we talking to VC or PE? Let’s not get caught up in the hype. I cover the...
View Episode
