Podcast Episodes
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What is the Source of Truth for Bookings Data?
In episode #171, I address the number one SaaS data mistake. Poor or no tracking of bookings data. Check out episode #25 for a bookings breakdown.
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2 years, 2 months ago
Can We Treat One-time Purchases as Variable Revenue?
In episode #170, I address revenue classifications on our SaaS P&L. We must keep clear and distinct revenue categories.
- SaaS revenue categories
- O…
2 years, 2 months ago
If You Can’t Close Your Books Timely This is What Happens
In episode #169, I address the financial close process. AKA, closing your books. This must be done timely and accurately every month. If not, you los…
2 years, 3 months ago
4 Mistakes When SaaSifying Your Accounting Foundation
In episode #168, I address the four common mistakes with your accounting. I see this over and over in my client and coaching base. Learn from their m…
2 years, 3 months ago
I’m Running Financially Blind and I Don’t Know What to Do
In episode #167, I address a common founder issue. Running financially blind. I’ve seen a lot of bad data and financials lately. Even after reviewing…
2 years, 3 months ago
Who Should Track Time In Your SaaS Company
In episode #166, I address a common discussion lately. Time tracking. It’s important to get your headcount roster coded correctly. However, we don’t …
2 years, 3 months ago
This is the Tech Being Used in SaaS Companies
In episode #165, I address the tech stack being used in SaaS companies. I just released my 5th Annual SaaS Tech Stack Report. It covers 21 software c…
2 years, 3 months ago
Don’t Comingle Your Revenue Streams
In episode #164, I address an important topic that has come up a lot lately. The clarity and definition of your revenue streams. Don’t comingle them!…
2 years, 3 months ago
The Big Bucket of Expenses and Running Financially Blind
In episode #163, I address a common financial setup mistake that prevents you from making informed financial decisions.
- Big bucket of expenses
- Fi…
2 years, 3 months ago
The Advisors You Need When Selling Your Company
In episode #162, I address the advisors you need when exiting. Don’t go it alone! Transactions are very complicated.
- Investment Banker
- Tax CPA
- …
2 years, 3 months ago