Accounting Colleagues!
Check Out the Resources Below to Level Up Your Accounting Career
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I rose through the ranks of FP&A to SaaS CFO, but I earned my CPA along way. Wow, that was a lot of studying! FP&A is near and dear to my heart, but accounting is so satisfying. Accounting plays a huge role in the success of your SaaS metrics.
Check out the free and paid resources below to get started.
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SaaS Terms & Definitions
Did someone throw a new term at you? Find the definition fast in my ultimate SaaS dictionary.
Free
No Fluff Class Series
Join me on 30-45 minute webinars (really they are classes) as I dive into the details of important SaaS metrics and concepts for your business. Most lessons come with downloadable slides and templates to kickstart your financial journey. I also have special guests on several episodes. And invite vendors to demo their software.
Free
SaaS 101 For CPA's and Firm Owners
CPA's, Firm Owners, and Bookkeepers...I created this short course to help you retain existing SaaS clients and increase your chances of winning new SaaS customers. There are common mistakes that outsourced accounting providers are committing when servicing their SaaS customers. I see this all of the time when working with my clients and talking to SaaS founders.
Free
SaaS Metrics Crash Course
Are you new to SaaS? Get your CPE credit while learning SaaS. Do you want to enter the SaaS industry but donā€™t speak the language? This SaaS Metrics Crash Course will provide an overview of major SaaS metrics concepts you need to drive financial performance in your business or speak the same language as your SaaS clients.
$149.00 USD
The SaaS Metrics Foundation Course
This is the premier SaaS metrics program on the internet. Ready for an MBA in SaaS Metrics? And you don't have to drop $100K and live on a student budget! We're winning already :) Boost your business and career with this in-depth dive into the nuts and bolts of SaaS metrics that power every SaaS business. This course includes 17 actionable video lessons and model deep dives, so that you will understand the what, why, and how of each SaaS metric. Use my 30+ templates to jump start your financial analysis and reporting at your company. This course is on-demand so you can watch at your own pace.
$1,495.00 USD
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Free Course CatalogWant More Paid Training Options?
Click below to check out my full paid course catalog.
Paid Course Catalog