Resource Library
Welcome to the SaaSOptics Resource Library. Here you’ll find guides, interactive tools, and everything else you need to understand and improve your SaaS financial operations.
- Guide
Key Performance Indicators for SaaS Companies
Our Key Performance Indicators for SaaS Companies provides an in-depth look at the key metrics and KPIs every SaaS CFO should be tracking. It covers GAAP financials and SaaS metrics as well as things like pipeline conversion and customer success metrics. Want the guide sent straight to your inbox? Download here. Download Guide Introduction Traditional…
- Template
SaaS Chart of Accounts
It’s no secret that general ledgers aren’t optimized for SaaS companies. Your QuickBooks or Xero Chart of Accounts is no different. The following Excel template is a sample Chart of Accounts that you can download and customize to fit your business needs.
- Ebook
B2B SaaS Financial Operations Trends 2021
Like anything in life, a new year brings new challenges. B2B SaaS financial operations are no different. From the economy to funding to the downstream impacts of ASC-606 adoption, we explore what finance teams and founders alike are most concerned about in 2021.
- Guide
The Complete Guide to SaaS Revenue Modeling
In today’s climate, it’s more important than ever for SaaS companies to build rock-solid financial models on which they can operate and make key business decisions. The teams at SaaSOptics and Burkland have teamed up to create a comprehensive guide to the most difficult aspect of financial modeling: revenue forecasting.
- Guide
AR Management Playbook
The following guide is a must-read for anyone struggling to efficiently manage AR within their SaaS business. In it, you’ll find best practices for collections and dunning, an internal case study we did with our own finance department, and sample collection cadences you can adapt to your own business.
- Template
Revenue Policy
Did you know that revenue recognition issues are the leading cause of financial misstatements? Auditors require lots of documentation to ensure accuracy. Having a solid revenue recognition policy in place is the first step toward buttoning up revenue recognition practices in your business and ensuring compliance. That’s why we put together a comprehensive revenue recognition…
- Template
Metrics Template
New to SaaS or looking to breeze through your next investor meeting? You need reliable and accurate SaaS metrics. In this template, you’ll find a comprehensive set of foundational SaaS metrics (that you can trust!) in order to wow investors and make key business decisions with confidence.
- Guide
11 Things to Do Now to Prepare for Your First Audit
An audit helps companies validate their numbers, but can also reveal weaknesses in internal controls and help detect areas susceptible to risk. Read on to discover the key components financial audits generally include and how you can prepare for each of them.
- Guide
CEO Guide to SaaS Metrics
Growing your SaaS business is always the goal. However, to grow your business, you need to be able to have access to the right information, particularly SaaS metrics and financial data. These insights give you the crucial information you need to make decisions and impress investors.
- Guide
Preparing for ASC 606: 8 Components of a Rock Solid Revenue Recognition Policy
SaaS performance metrics are much more than reports delivered to management, investors, and your board of directors. Used properly, they provide operational insight, enable decision-making, and help you manage and grow your business.
- Guide
Low Cost Growth Strategies for B2B SaaS Companies
According to a recent study by CB Insights, nearly 67 percent of startups stall at some point in the VC process and fail to exit or raise follow-on funding. The odds of becoming a unicorn are about 1 percent. In this guide, you’ll learn from 6 experts how they continued to procure funding and successfully…
- Pillar
Is Your SaaS or Subscription Business Outgrowing QuickBooks?
If you’re in a growing SaaS business, you’re likely feeling the pain associated with using Quickbooks as your GL. It doesn’t handle subscription billing or revenue recognition well and it doesn’t integrate with other systems that are integral to converting your sales orders into cash. You may be asking yourself if it’s time to switch…
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