All Episodes
Episodes
Human Powered vs Product Powered Revenue | You Gotta Get This Right
In episode #111, I address human powered versus product powered revenue. It’s so important to categorize your revenue and COGS correctly on your P&L. You don’t want to confuse potential investors and...
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Top 5 Accounting Software for SaaS Companies
In episode #110, I address the core system in our financial process, our accounting software. I am in the midst of my 5th annual tech stack survey. I’ll share the top five accounting systems for SaaS.
- Accounting...
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Levers to Pull in Sales Compensation Planning
In episode #109, I address sales compensation planning and how you can design your plans for maximum effectiveness. QuotaPath joined me on a webinar to my SaaS community. There were some eye-openers on how to design...
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Should Downgrades Count Against My Booked ARR?
In episode #109, I address bookings, downgrades, and reporting. We may or may not want to include downgrades in our net ARR number. This is an important decision.
- What is a downgrade?
- Should I include this in my...
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Am I Ready for Debt Financing to Fuel Growth?
In episode #107, I address debt financing as a source of growth capital. Debt financing for SaaS companies is a hot space right now. We must assess first if we can absorb the payment schedule.
- Step 1 – do you have...
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I’ve Got My SaaS P&L Set Up | What’s Next?
In episode #106, I address early stage financial infrastructure. I was just talking to a SaaS founder who spent some consulting money to properly configure QBO. What’s next?
- The progression in data
- 4 key sources...
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High Growth High Confusion
In episode #105, I address growing pains. If you are experiencing high growth, don’t let your financial infrastructure lapse. High growth can cause financial confusion if we don’t have our numbers set up properly.
-...
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Mind the Gap in Your Renewal Dates
In episode #104, I address a common issue that wreaks havoc on your MRR schedule. And it will create pain for you in due diligence and retention reporting.
- What is an anniversary date?
- Gaps in your customer MRR...
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Code Your Consultants and Contractors Separately
In episode #103, I address consultant and contractor coding. It’s important to get this right in your chart of accounts. SaaS companies often supplement staffing with full or part-time contractors.
For efficiency...
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What’s Lurking in Your G&A Expenses?
In episode #102, I address a common dumping ground for expenses, your G&A cost center. There are many activities and roles within G&A. We must manage it like any area in our business.
- What is G&A?
- What...
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How Do I Handle Spikes in Sales and Marketing Expenses
In episode #101, I address a common student question in my SaaS metrics course. We may have large spikes in S&M expenses due to events, conferences, or maybe, a major consulting project.
- Should we ever exclude...
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How Do I Start Implementing SaaS Metrics?
In episode #100, I thought it would be appropriate to address SaaS metrics at a high level. Where do I start with metrics?
- Right metrics for the right stage of your business
- Use my 5 Pillar SaaS Metris Framework...
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