SaaS Metrics School

In episode #220, I address expense coding for tradeshows. This is a great question from a SaaS Metrics School podcast listener.

- Scenario: we attend tradeshows for lead gen. Multiple staff attend the tradeshow.

- Where do we code tradeshow expenses?

- Where do we code staff expenses who attend the tradeshow?

- Where do we code everyone else?

In episode #219, 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.

- Have strong vendor contracts

- Identify potential legal risks

- Learn how to navigate complex deals

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 #218, 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.

- Manage your IP

- Keep your corporate governance clean

- Have strong customer contracts

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 #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/