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Your Accounting Team Needs a Close Calendar Checklist
Your Accounting Team Needs a Close Calendar Checklist

In episode #211, I address your accounting foundation. Like it or not, accounting data is so important and feeds the SaaS finance process.

- SaaS acc…

1 year, 10 months ago

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Parent Child Relationships Can Cause a Big Metrics Mess
Parent Child Relationships Can Cause a Big Metrics Mess

In episode #210, I address the parent-child relationship—and I’m not talking about the relationship with your teenager. If not done right, it can wre…

1 year, 10 months ago

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Founder / Investor Fit is Critical for Fundraising Success
Founder / Investor Fit is Critical for Fundraising Success

In episode #209, I address fundraising tips and tricks. This tip is one that is always mentioned when I interview SaaS founders about their fundraisi…

1 year, 10 months ago

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Is LTV to CAC Dead as a Metric?
Is LTV to CAC Dead as a Metric?

In episode #208, I address social media posts that attack LTV to CAC. Don’t believe the blanket statements that you read about SaaS metrics.

- What i…

1 year, 10 months ago

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How Do We Track Retention When We Offer Multi-year Contracts
How Do We Track Retention When We Offer Multi-year Contracts

In episode #207, I address retention in a multi-year contract environment. Should we use only classic retention analysis?

- The 3 retention metrics

-…

1 year, 10 months ago

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I Rarely See This Metric Tracked in SaaS Companies
I Rarely See This Metric Tracked in SaaS Companies

In episode #206, I address a non-financial metric that I love. That is NPS or CSAT. But you see a lot of folks who would rather pass on NPS.

- Any fe…

1 year, 10 months ago

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How to Tackle Your Retention Problem
How to Tackle Your Retention Problem

In episode #205, I address the must-have retention metrics and how to zero in on retention problems.

- The 3 retention metrics

- Where’s my retention…

1 year, 10 months ago

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Do Your VC’s Not Care Anymore?
Do Your VC’s Not Care Anymore?

In episode #204, I address a post by SaaStr about VC’s checking out on current investments. What now?

- Set your own financial roadmap

- Forecasting

1 year, 10 months ago

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Improving Your DSO and Cash Flow
Improving Your DSO and Cash Flow

In episode #203, I address invoicing, cash collections, and cash flow. Cash flow starts with timely and accurate invoicing.

- Timely and accurate inv…

1 year, 10 months ago

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Do I Really Have to Code All Expenses to a Department?
Do I Really Have to Code All Expenses to a Department?

In episode #202, I address a reader question about coding expenses. They attended my CAC webinar and had a great question about how far you go with e…

1 year, 11 months ago

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