All Episodes
Episodes
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...
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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...
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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...
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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...
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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
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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...
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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,...
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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...
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How to Handle Unknown Churn in Your Reporting
Episode 159 – How to Handle Unknown Churn in Your Reporting
In episode #159, I address a reader's question. This is very common for SaaS companies that target mid-market and above customers. You send the renewal...
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The Ultimate SaaS CFO KPI Checklist
In episode #158, IÂ share my SaaS CFO KPI checklist. I'm holding a free training on this checklist on Jan 17. Register at the link below.
-Â My steps to spin up SaaS metrics
- SaaS metrics checklist
Register...
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You Need Bookings Alignment with Your Forecast
In episode #157, I address bookings and budgets or forecasts. You really cannot create a proper forecast or budget without bookings targets. This is similar to my days in the airlines where we needed the capacity plan...
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Do I Need an “Operational” CFO for My Company?
In episode #155, I address an article in CFO Dive about tech companies wanting operational CFO’s.
- What is an operational CFO?
- How does this help?
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