All Episodes
Episodes
How I Assess the Setup of Your SaaS P&L
In episode #176, I address the structure of your SaaS P&L. This is my top requested coaching session from founders and finance teams. You must get this right.
- Your chart of accounts
- Your revenue section
- Your...
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Where Does Customer Success Expense Belong on Your SaaS P&L
In episode #175, I address the hotly debated topic of customer success expense. Where do we code wages and bonuses? To get this right, we must first define the role of CS in your SaaS company.
- What is the role of...
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Does Expansion MRR or ARR Include Renewals?
In episode #174, I address bookings, renewals, and expansion. These data points can get confusing if we don’t define them correctly.
- When is a renewal a booking?
- When is a renewal NOT a booking?
- Does renewal...
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What is the Impact of Gross Revenue Retention on Valuation?
In episode #173, I address a student question this week in my SaaS Metrics Foundation course. We must understand our GRR, benchmarks, and how third parties will judge our SaaS business. Check out episode #59 on gross...
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What Revenue Streams Should Be Included in Our MRR Schedule?
In episode #172, I address revenue streams and MRR schedules. This is no joking matter. Our metrics and valuation depend on clean data.
- Common SaaS revenue streams
- MRR schedules
- Combining MRR schedules
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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...
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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...
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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...
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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
-...
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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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