How to Calculate CAC (the Right Way) | SaaS Metrics Playbook
For a SaaS business, knowing exactly when and how much to invest in growth is critical to success. Overspending in areas like sales and marketing will cause a SaaS firm to burn through cash too quickly. While it’s tempting to pile on sales reps in the spirit of growth, investing heavily in acquiring new customers […]
Outsourced Virtual CFO & Bookkeeping: Your New Best Resource
Sure, every small business could use a new salesperson who can “make it rain,” but this year, we recommend you look to another – less obvious – position to fill the most important gap on your team or that of your client or portfolio company. Most small businesses can unlock tremendous value by hiring the […]
Private Equity vs. Venture Capital: Which is Best for Your SaaS Firm?
Venture capital (VC) and private equity (PE) are among the most common sources of SaaS equity funding, but which is the right choice for your company? Understanding the unique advantages and drawbacks of each is a great place to start. While PE and VC share some common themes, there are also fundamental differences in […]
How to Act on Your LTV to CAC Ratio | SaaS Metrics Playbook
The financial priorities of your SaaS business will change as you move through each growth stage. In the initial phases, you’ll likely be working toward product/market fit, with a strong focus on bringing in customers, regardless of the acquisition cost. As your business matures, you’ll streamline your unit economics to strengthen long-term profitability. A combination […]
7 Essential Features Your Finance Dashboard Must Have
When you’re on a road trip, how often do you check the gauges on your car’s dashboard? Routinely, if you’re like most people. Those indicators tell you important information like where you are in your journey, how you’re tracking relative to expectations and whether you have enough fuel to get there.
A Remote Culture Built Around Your Experience
Working remote, but not working alone
Cash Management Practices and Strategies for Your Slow Season
Managing your firm through its slow season can be difficult. But by developing cash management practices and strategies, you’ll be positioned to hit the ground running when your busy season resumes.
A Guide to Small Business Funding Sources for Growth
The Best Financing Option May Surprise You
Cash Accounting vs. Accrual Accounting: Which is Right For Your Firm?
If you are a new business owner, you have undoubtedly already tackled many decisions regarding your company operations. However, one of the most impactful choices to make is whether you should use the cash or accrual accounting method. Since this decision affects everything from financial reports to tax filing, you should understand the differences and […]
4 Ways Yearend Financial Statement Preparation Shortcuts Can Hurt You
The end of year financial statement preparation is not a favorite task of most business owners. Under the stress and pressure of yearend, these important reports are often created quickly with a few clicks of the mouse and handed off to the CPA. If this scenario sounds familiar, you may be incurring hundreds or even […]