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Please Code Your Expenses to the Department Level
Please Code Your Expenses to the Department Level

In episode #181, I address an all too frequent accounting problem. Department coding. Save yourself headaches down the road by coding expenses to the…

2 years, 2 months ago

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Founders You Must Be Profitable on Your Services Revenue
Founders You Must Be Profitable on Your Services Revenue

In episode #180, I address professional services revenue. PS revenue required to set up, configure, onboard, and train your customers. And essential …

2 years, 2 months ago

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How Do I Calculate Retention if I Have Consumption Revenue?
How Do I Calculate Retention if I Have Consumption Revenue?

In episode #179, I address revenue retention and variable revenue streams. This can be tricky if our variable revenue offers no consistency. Period o…

2 years, 2 months ago

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How I Use the Rule of 40 When You Are Less Than 10M ARR
How I Use the Rule of 40 When You Are Less Than 10M ARR

In episode #178, I address the proper time to use the Rule of 40. There are a lot of opinions here on when to implement this metric. Some say above 2…

2 years, 2 months ago

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Pass 90% of Your SaaS Peers with These 4 Finance Steps
Pass 90% of Your SaaS Peers with These 4 Finance Steps

In episode #177, I address the 4 things you can do to pass 90% of SaaS peers in financial maturity.

- Your Chart of Accounts

- The Proper SaaS P&L

- …

2 years, 2 months ago

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How I Assess the Setup of Your SaaS P&L
How I Assess the Setup of Your SaaS P&L

In episode #176, I address the structure of your SaaS P&L. This is my top requested coaching session from founders and finance teams. You must get th…

2 years, 2 months ago

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Where Does Customer Success Expense Belong on Your SaaS P&L
Where Does Customer Success Expense Belong on Your SaaS P&L

In episode #175, I address the hotly debated topic of customer success expense. Where do we code wages and bonuses? To get this right, we must first …

2 years, 2 months ago

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Does Expansion MRR or ARR Include Renewals?
Does Expansion MRR or ARR Include Renewals?

In episode #174, I address bookings, renewals, and expansion. These data points can get confusing if we don’t define them correctly.

- When is a rene…

2 years, 2 months ago

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What is the Impact of Gross Revenue Retention on Valuation?
What is the Impact of Gross Revenue Retention on Valuation?

In episode #173, I address a student question this week in my SaaS Metrics Foundation course. We must understand our GRR, benchmarks, and how third p…

2 years, 2 months ago

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What Revenue Streams Should Be Included in Our MRR Schedule?
What Revenue Streams Should Be Included in Our MRR Schedule?

In episode #172, I address revenue streams and MRR schedules. This is no joking matter. Our metrics and valuation depend on clean data.

- Common SaaS…

2 years, 2 months ago

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