In episode #217, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you don’t have a failed exit.

- The right deal structure

- Manage your equity

- Manage your employees

Grab the replay and slides here: https://www.thesaasacademy.com/pl/2148384654

Omeed's LinkedIn: https://www.thesaasacademy.com/pl/2148384654

Omeed's website: https://www.optimistlegal.com/

In episode #216, I address poor accounting data. This is SO common in early-stage SaaS, even later stage. But it can easily be avoided.

- The pillars of your accounting foundation

- Revenue categories

- Department structure

- COGS vs. OpEx

- Non-operating

- Client example

Sample chart of accounts: https://www.thesaascfo.com/sample-chart-of-accounts-saas/

In episode #215, I address bookings data from our CRM. This is one of the four key finance data sources. And one that we get wrong.

- What is a booking?

- How do we use bookings data?

- What are the key fields that I need to capture?

- Tips

Grab my bookings template here: https://www.thesaascfo.com/the-saas-bookings-report/

In episode #214, I address cash flow. Plain and simple. Don’t collect on your open invoices and you’ll soon be out of business.

- What is AR?

- What is AR aging?

- My plan of attack to collect on invoices

Check out TryExtend.com to automate your cash collections.

Better yet, set up a quick demo call with here: https://book.thesaascfo.com/tryextend if you use QBO or Xero.

In episode #213, I address a student question from my SaaS metrics community. As a CFO, this question is near and dear to my finance heart.

- What is considered late?

- Does invoice size amount matter?

- My maximum late grace period

- Automating your cash collections

Put your cash collections on autopilot at TryExtend.com

In episode #212, I address Contracted Annual Recurring Revenue (CARR). This can get really tricky when everyone is defining ARR differently. And CARR is often used in SaaS valuation discussions.

- What is CARR?

- SaaS valuations

- Not created equally

- Attach retention to CARR

CARR blog post: https://www.thesaascfo.com/committed-monthly-recurring-revenue/

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

- SaaS accounting foundation

- SaaSify your chart of accounts

- Clean close process

Close checklist: https://www.thesaascfo.com/downloads/monthly-close-calendar/

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 wreak havoc on your financial analysis and metrics.

- What is the parent-child relationship?

- Tracking retention at each level

- Create a cross-walk

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

- What is founder / investor fit

- Vet your investors

- Be courteous

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 is LTV to CAC?

- When does Ben use LTV to CAC?

CAC Class: https://www.thesaasacademy.com/pl/2148384654