Modern SaaS Finance with Sage

Welcome to a new episode on Season 4 of the Modern SaaS Finance Podcast hosted by ⁠David Appel⁠, head of Software/SaaS at ⁠Sage Intacct⁠. On today's episode, we are excited to have Joyce Mackenzie Liu, Founder and CEO of Pegafund. Pegafund provides fractional CFO services and leadership upskilling to high growth SaaS businesses with a focus on strategy, planning, and reporting.  She brings an amazing background as a strategic and operational CFO in the EMEA market, and we cover: - What are SaaS CFOs thinking about right now? - How can they empower themselves to act, despite uncertainty? - What are some key industry secrets that she has learned that our listeners can immediately apply in their planning right now? - How can they build an Operational Scorecard to evolve their planning? For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc.   To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, join us for FREE today!   About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.

Welcome to a new episode on the Modern SaaS Finance Podcast. This is the final episode of our Learn on the GO series from the recently launched ⁠⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠⁠.  Going public through an IPO is a significant milestone, and meticulous preparation is the key to a successful transition. We'll break down the crucial steps and strategies that finance teams and organizations need to consider as they embark on this remarkable journey. Join us as we discuss financial reporting and compliance requirements, strategic decision-making, and the role of accurate and transparent financial statements. We'll explore how finance professionals collaborate with legal and regulatory experts to ensure that the IPO process aligns with legal and industry standards. Whether you're a finance professional involved in IPO preparations or simply curious about the journey companies undertake when going public, this episode offers a comprehensive view of how finance prepares for an IPO. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠⁠

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 14 of our Learn on the GO series from the recently launched ⁠⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠⁠.  SaaS forecasting is undergoing a profound transformation, driven by technological advancements, evolving business models, and changing market dynamics. In this episode, we'll unravel the cutting-edge strategies, best practices, and insights that are shaping the future of forecasting in the SaaS industry. Join us as we discuss the intricacies of creating accurate and actionable financial forecasts, exploring best practices that encompass data analytics, scenario planning, and leveraging historical trends. You'll gain insights into how to make your forecasts more agile and adaptable to changing market conditions. Effective forecasting isn't just about numbers; it's about aligning with business strategies and making informed decisions. We'll share tips on how to foster collaboration among different key stakeholders and ensure that forecasts are not isolated figures but integral components of your strategic vision. Listen to the full episode for all the insights shared. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠⁠

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 13 of our Learn on the GO series from the recently launched ⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠.  In this episode, we're excited to discuss "How to Cut the Close to Build a Faster, Better FP&A Package." Efficiency is the name of the game in modern finance, and FP&A is no exception. In today's fast-paced business environment, speed and accuracy in financial reporting are paramount. Join us as we explore practical strategies and techniques to streamline your financial close process and craft a more efficient and impactful FP&A package. From leveraging automation and technology to enhance data accuracy and reduce errors to implementing best practices in reporting and analysis, this episode is your comprehensive guide to elevating your FP&A game. Whether you're a finance professional looking to optimize your FP&A processes or a business leader seeking to make faster and more informed financial decisions, this episode offers actionable insights that will help you cut the close and build a more efficient, data-driven, and impactful FP&A package. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 11 of our Learn on the GO series from the recently launched ⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠. On this episode, we embark on a journey to equip you with the knowledge and insights needed to take your Accounts Receivable (AR) strategy to new heights. Accounts Receivable isn't just a financial function; it's a crucial driver of your organization's cash flow and overall financial health. In this episode, we'll delve into the intricacies of AR strategy, helping you gain a deeper understanding of its significance and impact on your business. No matter your role, whether you're a finance professional seeking to optimize AR processes or a business owner looking to bolster your cash flow, this episode offers valuable insights and a clear path to crafting an AR strategy that drives success. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 10 of our Learn on the GO series from the recently launched ⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠.  Today, we're delving deep into the crucial topic of evaluating existing AR processes and exploring a collection of tactical AR strategies to achieve your financial objectives. In the ever-evolving landscape of finance, it's essential to periodically assess your AR processes to ensure they are optimized for efficiency and effectiveness. Join us as we discuss the key indicators and best practices for evaluating your current AR workflows. Learn how to identify bottlenecks, streamline operations, and enhance cash flow management. But that's not all. This episode is also your gateway to a treasure trove of AR tactics. We'll provide you with a comprehensive toolkit of strategies that can be tailored to meet your specific AR objectives. Whether you're aiming to reduce DSO (Days Sales Outstanding), minimize bad debt, or improve customer relationships, we've got you covered. If you're a finance professional seeking to revamp your AR operations or a business owner looking to boost cash flow, this episode offers actionable insights and a practical roadmap to optimize your AR department's performance. Listen to the full episode for all the insights shared. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠ ⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by ⁠⁠⁠⁠David Appel⁠⁠⁠⁠, head of Software/SaaS at ⁠⁠⁠⁠Sage Intacct⁠⁠⁠⁠. This is episode 9 of our Learn on the GO series from the recently launched ⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠. Todays episode is on the Planning high ACV billing and revenue recognition models. For SaaS businesses dealing with high Annual Contract Values (ACVs), strategic planning of billing and revenue recognition models is paramount. Listen to the full episode to discover the nuances of revenue recognition models for high ACV deals, including over time and point-in-time recognition methods and explore best practices for choosing the right method based on contract terms, delivery, and customer usage, ensuring accurate financial reporting. Whether you're a SaaS startup aiming for high growth or an established company adapting to changing markets, this episode offers invaluable insights to help you plan billing and revenue recognition strategies that align with your high ACV objectives. Listen to the full episode for all the great insights shared. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠join us for FREE today!⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠click here to request access.⁠⁠⁠ ⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by ⁠⁠⁠David Appel⁠⁠⁠, head of Software/SaaS at ⁠⁠⁠Sage Intacct⁠⁠⁠. This is episode 9 of our Learn on the GO series from the recently launched ⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠. Todays episode is on the 3 Steps to Build Your Revenue Recognition Strategy. Navigating revenue recognition in the complex landscape of SaaS finance can sometimes be challenging. Join us as we break down three essential steps that will guide you in developing a robust revenue recognition strategy tailored to your SaaS business model. In this episode, you'll learn how to analyze your subscription offerings, pricing structures, and contract terms to determine the most suitable revenue recognition methods. We will explore key considerations such as recognizing revenue over time or at a point in time, and the implications of ASC 606 and IFRS 15 standards. Whether you're a SaaS startup building your financial foundation or a growing company refining your revenue recognition practices, this episode will help you discover how to integrate automation and technology into your strategy to ensure accuracy and compliance. Listen to the full episode for all the great insights shared. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠join us for FREE today!⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠click here to request access.⁠⁠ ⁠⁠Explore more SaaS finance tips and best practices here.⁠

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by ⁠⁠David Appel⁠⁠, head of Software/SaaS at ⁠⁠Sage Intacct⁠⁠. This is episode 8 of our Learn on the GO series from the recently launched ⁠⁠Modern SaaS Finance Academy⁠⁠. In today's episode, we delve into the dynamic world of scaling SaaS businesses and explore the 3 Frameworks to Help Track Success & Inform Your Board. As your SaaS venture grows, tracking success and effectively communicating progress to your board become critical components of your strategy. Join us as we unravel the three essential frameworks that will guide you through this complex process, ensuring you're equipped to make informed decisions and keep your stakeholders engaged. In this episode, we guide you through the process of identifying and tracking metrics that truly matter, enabling you to gauge growth, customer retention, and profitability accurately. This approach will empower you to align your strategies with your vision and communicate effectively with your board. Whether you're a startup at the cusp of growth or a scaling SaaS company navigating complexities, this episode offers valuable insights and actionable strategies to effectively track success and keep your board engaged and supportive. Listen to the full episode and get ready to elevate your growth journey with confidence and clarity. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠join us for FREE today!⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠click here to request access.⁠⁠ ⁠⁠Explore more SaaS finance tips and best practices here.⁠

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by ⁠David Appel⁠, head of Software/SaaS at ⁠Sage Intacct⁠. This is episode 7 of our Learn on the GO series from the recently launched ⁠Modern SaaS Finance Academy⁠. In this episode, we explore a critical topic for SaaS founders, entrepreneurs and finance leaders: "How to Tell Your Story to Investors in a Turbulent Market." In today's rapidly changing market conditions, effectively communicating your company's story to potential investors is more important than ever. Join us as we share expert insights and practical tips on how to craft a compelling narrative that resonates with investors, even in uncertain times. Discover strategies for addressing potential concerns and uncertainties that investors may have in a turbulent market. From demonstrating your ability to adapt to changing conditions to showcasing your team's resilience, you'll gain valuable insights on building investor confidence and trust. Whether you're a startup seeking seed funding or an established SaaS company looking to secure additional capital, this episode offers actionable advice to help you stand out in a competitive fundraising landscape. Listen to the full episode to gain essential tips and proven techniques that will empower you to captivate investors with your story and secure the funding your SaaS venture deserves. Get ready to navigate the turbulence with confidence and present your company's vision and potential with clarity and conviction. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠join us for FREE today!⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠click here to request access.⁠ ⁠Explore more SaaS finance tips and best practices here.⁠