TECHtonic: Trends in Technology and Services

62. Risk, Cash Flow, and Financial Health in SaaS: The Financial Advisor Interview


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In this episode, host Thomas Lah interviews Rashellee Herrera, founder and president at CPA firm RNB Capital, who focuses on helping CEOs optimize the financial performance of their SaaS businesses. She provides an expert take on today’s SaaS environment, what SaaS companies can do to protect cash flow, and the common mistakes that many SaaS companies make.

Rashellee and Thomas discuss financial health metrics for SaaS businesses, as well as:

  • Financial and business connections that executive teams must understand
  • The top practices that profitable companies are implementing today
  • Areas of risk assessment that CFOs may not be looking at
  • The current economic environment for SaaS companies
...more
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