Outsourced CFO vs. In-House: What’s Best for Your SaaS Firm?

As your SaaS business grows, your finance and accounting capabilities are being stretched thin. Frequent errors, omissions, and inconsistencies point to the need for more experienced SaaS financial professionals in leadership, and that means adding or replacing a Chief Financial Officer. You have a couple of options—you can hire a full-time, in-house CFO or address […]

Why SaaS LTV is Misleading (& How to Address) | SaaS Metrics Playbook

Lifetime Value (LTV) seems like a straightforward SaaS metric. Its job is to simply measure the amount of revenue generated over the duration of a customer relationship. But, as is the case with many other SaaS metrics, there’s more to it. A lot more to SaaS customer lifetime value. Like other metrics, it’s easy to oversimplify SaaS […]

The Right Way to Calculate & Use SaaS ARR | SaaS Metrics Playbook

When it comes to key SaaS metrics, Annual Recurring Revenue (ARR) is the one every stakeholder has their eyes on. When a SaaS company is experiencing ARR growth, it’s a signal to founders, CEOs, investors, and others that the subscription business is building momentum. Growing annual recurring revenue will drive enterprise value, help to attract […]

SaaS Dashboard KPIs Need to Evolve (SaaS Reporting Per Growth Stage)

One of the most powerful ways to monitor the operational health of SaaS companies is through SaaS dashboards. Dashboards bring together your most important SaaS KPIs and present them in a clear and concise way that allows for data-driven decision-making. Stakeholders get clear data visualization of your key SaaS metrics, while leadership can selectively drill […]

Controller vs CFO: Which Does My Business Need?

What is the difference between a controller and a CFO? Which does my business need? Do we need both? If you are asking those questions, give yourself a pat on the back. It means you’ve grown your business to a new level. But it also probably means you’re experiencing some pain. Your financial reporting may […]

More Productive Board Meetings Start with this Board Packet

How constructive was your last board meeting? Can you name at least 2 or 3 specific insights or outcomes that will add meaningful value to your enterprise? You’re not alone if you view these quarterly meetings as a necessary evil, standing in the way of your ever-growing list of things to do. But we’ve all […]