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Courses

Enrollment is CLOSED for April 2023 live cohort! The final live course will begin September.

The SaaS Metrics Foundation - On Demand

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 watch at your own pace.

$1,395.00 USD
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 don’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
Finance 101 for SaaS Founders

SaaS Founders, it's important to understand and learn the important financial tools to scale your business.  Whether you are funded or bootstrapped, you must understand how to effectively and efficiently deploy your cash flow.

$195.00 USD
SaaS Metrics for Beginners

New to SaaS?  Or need a refresher on the language of SaaS?  This course is great for beginners or those new to SaaS.  I cover 20+ SaaS metrics and concepts.  You can also download the slides and templates as cheat sheets or to jumpstart your SaaS metrics build.  There is no other course like it.

$199.00 USD

Free Courses

SaaS Finance 101

Let's learn the fundamentals of financially managing our SaaS business. Great for SaaS founders, non-finance staff, and those new to SaaS.

Free
Focus on Cash

In difficult financial times (and even good times), it's time to focus on cash!  I share eleven lessons to help you focus on areas of your business that could preserve your cash balance and/or extend your cash runway. 

Free
The SaaS CFO Template Lessons

Video lessons on my spreadsheet templates from TheSaaSCFO.com.  I walk through each template so that you can get up and running faster.

Free
SaaS Financial Plan Course

Learn how to use this model to forecast your SaaS financials over one to three years.

Free
Five Year SaaS Financial Plan Course

Learn how to use this model to forecast your SaaS financials over five years.

Free
How to Forecast Your Cash Runway

Learn how to calculate your cash burn and cash runway using my Cash Runway Forecast template.

Free
The SaaS Community

Welcome!  All roles in SaaS are welcome to join this free community.  This community will serve to help and inspire each other in SaaS.

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

CPA's and Firm Owners

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 CFO Coaching

SaaS CFO Coaching - 1 Hour

SaaS CFO coaching based on your agenda.  If you are a new client, please email me at [email protected] prior to booking.

$495.00 USD
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