Tag: technology

A CFO’s Machine Learning Journey to Reduce Customer Churn

Thy Enemy Is Churn As a software CFO, the mandate is to efficiently grow and increase the organization’s net dollar retention rate.   You know the metric; it’s what investors prize and drives a company’s overall valuation.  Boosting revenue cost-effectively with the proper marketing channels is excellent and is often […]

Read More

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, […]

Read More

How Not to Miss The Quarter: Part 4 of 4

Coupling Marketing, Sales Metrics, and AE Projections with a Cushion When public companies report earnings and their stock shoots up 10% in a day, it’s fantastic.  Hitting and Exceeding your ARR bookings target is great, it builds confidence and makes everyone feel great.  When public tech companies miss earnings…ouch… the […]

Read More

How to Get Your Financial House in Order for a Successful IPO

Part 2 of 5 of How to Have a Successful IPO and Beyond Having a comprehensive financial foundation in advance of an IPO success should go without saying, but it goes deeper. Not only is it important to keep in mind that a piece-by-piece approach to deploying financial software can […]

Read More

Prepare For Rigorous IPO Financial Reporting

Part 3 of 5 of How to Have a Successful IPO and Beyond The IPO process is made significantly easier by efficiently producing financial statements, so there’s significant value in investing in systems (and automation) that can deliver global consolidation and financial reporting. Yes, we are finance people but spend […]

Read More

How to Establish Effective Corporate Governance for IPO Success

Part  4 of 5 of How to Have a Successful IPO and Beyond The public market doesn’t reflect kindly on organizations that can’t effectively govern themselves or have a lot of internal infighting.  Companies considering IPOs must establish a corporate governance framework that keeps board members and executive management accountable […]

Read More

The Joy of SOC2… Well, Sort of

Ahh, SOC2, what fun, your companies, and where do you start?  And how much will it cost?  Security compliance is a pivotal standard for technology and cloud computing entities, and there are many reasons to pursue SOC2.  It’s not merely a compliance procedure; it’s a testament to an organization’s commitment […]

Read More

ChatGPT vs. Anthropic’s Claude in Finance Reporting

PART: 1 of 4 Reporting and compliance in finance demand accuracy, timeliness, and regulatory complexities, which result in manual processes, data overload, and high costs. Artificial Intelligence (AI) and automation offer a solution by streamlining operations, improving accuracy, and guaranteeing adherence to regulations. Finance departments can automate tasks, reduce errors, […]

Read More