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. For more guides and downloads visit this page.
- Checklist
5 Ways to Level Up Your Financial Operations Today
This checklist includes actionable templates to help you implement consistency in your Financial Operations. You’ll breeze through audits, make smarter business decisions, and develop trust with your investors.
- Template
Commission Policy Template
Like a revenue policy, a commission policy is a living document that helps you enforce the consistent application of FASB guidelines (specifically ASC 606). This document functions as an internal control that will dictate how your company accounts for expenses related to acquiring and fulfilling contracts. It will serve as a point of reference during…
- Guide
A/R Management Playbook
Getting cash in the door is an essential aspect of the financial operations of any business, but it’s especially true for SaaS businesses. With varied term agreements and billing frequencies, it’s hard to stay on top of Accounts Receivable (A/R). The A/R Management Playbook is a must-read for anyone struggling to efficiently manage A/R in…
- 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. Learn more about syncing your B2B SaaS financial operations in this webinar.
- 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.
- 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
As the CEO of a SaaS business, you place most of your focus on growth, sales and marketing. But as those begin to pay off and the business grows, you have to shift that focus to begin thinking about long-term financial operations and goals. SaaS financial operations are anything but basic, but not to worry….
- 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.
Need a cheat sheet?
Our metrics template will help you excel in Excel.
