The Challenge: Aligning Strategies for ARR Growth What’s my budget?  That’s typically the CMO’s question during the budgeting process with the CFO.  And sometimes the discuss becomes, “well you spend $16 million last year, so we should keep it next year.” But we can do better.   Driving strong growth necessitates […]

When you have large customers and they decide to stretch out payment terms all of a sudden from 30 days to 60 days while some other customers decide against multi year paid up front deals, it can really cramp your cash flow.  It’s something we are wrestling with now.  Companies […]

It’s expensive and time-consuming but necessary ensuring the security and privacy of customer data is paramount. One effective way organizations demonstrate their commitment to data security is by obtaining a SOC 2 report. We provide finance and accounting teams with a deeper understanding of SOC 2 reports, their importance, and […]

Things are a little better these days in terms of the overall environment but as a finance executive, it’s still critical to have a granular pulse on cash and the runway for the business.  Accurate cashflow forecasting enables you to anticipate potential cash shortfalls, identify major spend areas, and implement […]

We’ve been using the ChatGPT plug-in for our financial models and large data sets and it’s a huge time saver. Here’s how to get started. Install the plug-in: In sheets, go to Extensions, and then to add on, and search for “GPT for Google Sheets.” Click on the plug-in listing […]

ChatGPT in Finance for Startups ChatGPT can revolutionize accounting and finance in SaaS startups, significantly boosting efficiency, productivity, and decision-making capabilities. We how ChatGPT can assist finance and accounting departments in SaaS startups, with a particular focus on streamlining Excel functions, automating tasks, modeling different scenarios, and leveraging what-if analysis. […]

Time-Saving Tips for Vendor and Customer Questionnaires Meeting SOC2 compliance requirements is tedious, expensive, and time-consuming but necessary. It’s a whole company issue from the security department, to operations, HR and finance. We spent a lot of time with consultants tracking, checking, filling out the same information, and documenting the […]

Making Sure the Pipes Connect…and Avoiding the Extra Work in Excel Let’s talk about the benefits and challenges of offshoring engineering teams for a US-based company. We all know that offshoring can save costs and give us access to a larger pool of skilled engineers. But, managing the financial accounting […]

MaaS & RPO I was trying to explain some finance metrics to my son so I added a little spin for him.  Abracadabra! As a magician, let me explain the concept of RPO or Remaining Purchase Obligation in a more magical way. Imagine you are a wizard, and you have […]

GTM: So Critical for SaaS and Ways to Do it Right For Software-as-a-Service (SaaS) companies, an effective go-to-market (GTM) strategy is crucial for driving revenue growth and capturing market share (without burning all your cash). We explore key elements of GTM and discuss how SaaS companies can use A.I. tools […]