The SaaS CFO

AUGUST 21, 2024

The Software as a Service (SaaS) business model revolutionized the on-premise software industry. I started out in software in 2004. One-time software sales and annual maintenance at 18% of the perpetual license. We weren’t talking CAC Payback and Gross Revenue Retention. But we were talking gross margins and margins by revenue stream. SaaS introduced a […] The post How to Properly Structure Your SaaS Accounting Foundation appeared first on The SaaS CFO.

Accounting 59

Accounting CFO Sales 59

CFO Selections

AUGUST 20, 2024

Running out of cash is not only a sign of poor planning, but it's also one of the biggest reasons that businesses fail. Forecasting your company's cash flow can be tricky because of the many variables that determine how much cash you will need for operations versus the amount available.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Planning 98

Musings on Markets

AUGUST 19, 2024

As I reveal my ignorance about TikTok trends, social media celebrities and Gen Z slang, my children are quick to point out my age, and I accept that reality, for the most part. I understand that I am too old to exercise without stretching first or eat a heaping plate of cheese fries and not suffer heartburn, but that does not stop me from trying occasionally.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

Future CFO

AUGUST 18, 2024

Editor’s note: In today’s A Day in the Life , Clare Leighton (pictured), COO & Co-Founder of bluesheets shares with FutureCFO audiences how sport inspires her professional development and how she applies team sport values to her work. FutureCFO: What does a typical day look like for you? Clare Leighton (CL): I’m co-founder of bluesheets , an AI automation company building AI agents to enhance back-office productivity.

Finance 59

Finance Leadership Leverage Technology 59

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

Investments

CFO Dive

AUGUST 19, 2024

The civil penalties come more than a year after a short seller’s report lambasted Icahn Enterprises for alleged “Ponzi-like economic structures.

Economics 278

Economics 278

Tips Watch

AUGUST 18, 2024

Markets remain overly optimistic about future inflation. By David Enna, Tipswatch.com The U.S. Treasury on Thursday will offer at auction $8 billion in a reopened 30-year Treasury Inflation-Protected Security, CUSIP 912810TY4.

Treasury 94

Treasury Securities Marketing Investments 94

CFO News

AUGUST 18, 2024

By Robin Banerjee, Seasoned Finance Expert: The Burman family's strategic pursuit of Religare ignites a dramatic M&A conflict, spotlighting the critical 'fit and proper' debate that could reshape India’s corporate control dynamics.

Finance 81

Finance 81

The Charity CFO

AUGUST 21, 2024

The relationship between fundraisers and accountants in a nonprofit organization can be challenging. Fundraising and accounting departments provide vital services to the organization, but when they fail to communicate, it can lead to financial errors. Bridging this communication gap can help your organization ensure every dollar raised is used effectively.

Communication 52

Communication Accounting Nonprofit Budgeting 52

CFO Talks

AUGUST 21, 2024

Anticipating Financial Challenges: Strategic Measures for Corporate Finance As a CFO in South Africa or elsewhere in Africa, you’re no stranger to the financial hurdles that come your way. Economic shifts, new regulations, and technological changes constantly test your ability to keep your company financially stable. But what if you could not only anticipate these challenges but turn them into opportunities for growth?

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

CFO Dive

AUGUST 23, 2024

For the first time since the pandemic, corporate real estate executives’ sentiment has shifted slightly in favor of portfolio expansion, according to a CBRE report.

Marketing 345

Marketing 345

Navigator SAP

AUGUST 23, 2024

Consumer products firms selling direct-to-consumers used to be an innovation worth noting. But now it is quickly becoming table stakes as social media becomes a dominant sales vehicle and consumer spending spreads across a wider range of channels.

Sales 181

Sales SAP 181

Jedox Finance

AUGUST 21, 2024

Effective communication and collaboration are no longer just nice-to-have — they are essential for driving success. The Office of Finance is at the heart of every organization, overseeing financial strategy, risk management, and operational efficiency. Often it is a challenge for finance teams to align with stakeholders across business units, departments, and time zones.

Finance 98

Finance Risk Management Communication Leadership 98

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are "irrevocable" and can't easily be undone; in moving assets to the trust, the original owner gives up their authority over the assets, with the trustee taking over the management and distribution o

Planning 94

Planning 94

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

CFO Dive

AUGUST 23, 2024

The Fed chair did not indicate the size of a coming interest rate reduction, keeping alive a debate on how far policymakers will cut borrowing costs.

Marketing 307

Marketing 307

Navigator SAP

AUGUST 23, 2024

Are you fully leveraging the power of your SAP Business ByDesign investment? Did your implementation yield the expected insights, KPIs, and ROI? A strategic partnership with the right SAP Business ByDesign Partner and the right business consultants that know your industry, business, and ERP is essential. The right partner will help to maximize system performance, empower employees, and drive business growth.

SAP 178

SAP Leverage Investments 178

Driven Insights

AUGUST 23, 2024

Spreadsheet financial models for SaaS companies stink, whether built in Microsoft Excel or Google Sheets. There, we've said it. That doesn't mean that spreadsheet models don't provide some value in the very beginning stages of a SaaS business or that the talented people who created them are bad at what they do.

Financial Modeling 87

Financial Modeling 87

Nerd's Eye View

AUGUST 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from "innovators" that invest in tech to differentiate themselves from their competition and to enhance the client experience to "operators" that invest in technology largely to improve operations and internal efficiency

Prioritization 81

Prioritization Practice Management Budgeting Investments 81

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Reconciliations

CFO Dive

AUGUST 22, 2024

The chatbot, which helps Target’s team members resolve on-the-job challenges, is making it easier and faster to assist customers, CFO Michael Fiddelke said.

CFO 293

CFO 293

CFO News

AUGUST 20, 2024

The youth internship scheme unveiled by Finance Minister Nirmala Sitharaman in the Budget 2024 has the potential to make a significant impact on India's workforce development. However, experts say its success will depend on addressing financial and operational challenges, ensuring clear guidelines, and fostering strong collaboration among all stakeholders.

Budgeting 89

Budgeting Finance 89

Driven Insights

AUGUST 23, 2024

Sometimes for business owners, pushing your business into growth mode feels like being stuck in the mud. You think you're gaining traction but suddenly you find yourself sliding right back into the muck.

CFO 84

CFO 84

Bramasol

AUGUST 21, 2024

The proliferation of subscription-based, recurring revenue offerings in the Digital Solutions Economy (DSE) presents both opportunities and challenges. In the customer driven DSE model, companies need to adapt their processes to meet a dynamically changing range of customer needs, while also assuring robust backend processing with integrated revenue compliance.

SAP 72

SAP Compliance GAAP Leverage 72

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

CFO Dive

AUGUST 20, 2024

Glenn Coleman is leaving as the dental supply company struggles to regain its footing after a 2022 accounting probe uncovered ethical violations by ex-CFO Jorge Gomez.

Restructuring 282

Restructuring CFO Accounting 282

CFO News

AUGUST 22, 2024

Curiously, Paytm is selling its most profitable venture. Let’s not forget that payment has not been a profitable business for everyone. Ticketing was one of the primary businesses for Paytm where the margins are high as they charge conveyance fees. The company has 70 million customers in this segment.

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Barry Ritholtz

AUGUST 23, 2024

This week, we speak with Ricky Sandler , the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC.

Financial Analyst 67

Financial Analyst Investments Securities Marketing 67

Tips Watch

AUGUST 22, 2024

Only the 2nd auction of this term since 2011 to get a real yield above 2.0%. By David Enna, Tipswatch.

Treasury 84

Treasury Finance Investments 84

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Marketing