saas

Best Software Stack To Optimize SaaS Startup Growth

Enhancing Financial Operations for Small Growing SaaS Companies Just raise money?  Now it’s time to build a great software stack.  Creating efficient financial management is essential for the success and growth of SaaS companies. Organizations can leverage a wide range of tools in their software stack to optimize their operations, […]

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Understanding Debt Financing: Essential Insights for Your Startup

A CFO’s Perspective (Part 1 of 4) As a CFO responsible for the financial well-being of a software company, you have to balance the pros and cons of the various types of debt financing as an alternative or supplement to equity capital.  In this multi-part series, we dive into the […]

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Revolver vs. Term Loan, How to Decide

Making the Right Financing Choice for a Growing Software Company: Revolver vs. Term Loan, Part 4 of 4 on our Series on Debt Adding debt (or non-dilutive capital as some like to call it) can be a flexible option for your growing SaaS company.  In our concluding chapter, we dive […]

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Slicing & Dicing in MS Power BI: Unlock Powerful Data Insights

As the CFO of our organization, I’m using MS Power BI for data analysis, even more than  Excel these days.  We highlight the importance of utilizing the slicer function, which allows us to examine data in a more meaningful manner. To simplify the process, I have condensed the information from […]

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How to Craft a Winning AE Compensation Plan

Hiring salespeople is easy; hiring the right salespeople, motivating the troops, and helping them drive ARR growth takes more work. And for SaaS companies, the forecasting is so acutely tied to how the salespeople perform. For example, how much cash will the company have at the end of two years? […]

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How to be the Expert in Rev Rec with ASC 606 in QuickBooks for SaaS

Doing revenue recognition right takes some work when working in Quickbooks. For SaaS companies, we often have to jerry-rig the process but it does seem to work and we discuss ways to save time and get accurate financials. Under ASC 606, SaaS businesses must follow a five-step process to recognize […]

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