Mark Lambert

🎙️ SaaS Growth Secrets from Miro’s CFO, Justin Coulombe, CFA How does Miro drive retention and growth? By blending data, predictive modeling, AI, and a human touch—all underpinned by a robust Product-Led Growth (PLG) strategy. In this episode, Justin shares: The secret to avoiding internal channel conflict in sales. Why per-seat pricing still thrives at Miro. How CFOs can navigate business model transitions effectively. His bold take on SaaS practices that need rethinking. 🔥 Whether you're scaling a SaaS business or fine-tuning PLG, this episode is packed with actionable insights. Check it out and redefine your strategy! 👉 Listen here: [https://lnkd.in/e6_vQKUT] #SaaSLeadership #PLG #CustomerExperience #GrowthStrategies #CFOInsights

3

FloQast CFO Razzak Jallow shares how FloQast's $100M Series E funding is fueling innovation. From launching the Accounting Transformation Platform to introducing FloQast Journal Entry Management, AI Transaction Matching, and Consolidation, we’re redefining how accountants deliver value. The future of accounting? It’s brighter than ever. 🌟 👉 Explore Razzak’s insights: https://ow.ly/MbFk50U9EvB #FloQast #AccountingInnovation #Leadership #SeriesE #AccountingTransformation #Finance

48

🔍 Zoom Into the Details: Cell-Level Drill Downs in Flux Reports Investigating variances just got faster. With our latest update, you can now click directly into any cell in a flux report to view the underlying transactions in NetSuite. Numeric's product is designed to get you to your underlying accounting data fast—whether you're analyzing high-level reports or drilling down into the details of a specific transaction. Before, you could do this in a flux report on an account level transaction drill-down. Now, you can narrow ever further by clicking into any specific cell and seeing the transaction lines that make up that number. This new functionality is live in the Flux Module for all NetSuite users. Just click into any cell in your flux report to explore. Want to check it out? Schedule a demo today: https://lnkd.in/gSZnrtTR

23

How a Fractional CFO Improves Financial Planning and Analysis (FP&A) https://hubs.ly/Q02KTxW10 For organizations that are not ready to hire a full-time CFO, an outsourced, fractional CFO can fulfill the same function to provide strong FP&A at a much lower cost. Let’s examine how an outsourced, fractional CFO can improve FP&A: #cfoselections

11

Q&A with Xactly CFO Jason Godley — key trends in the SaaS market, how to navigate business uncertainty, and why finance chiefs need to act as chameleons. More in his article with CFO! https://lnkd.in/eHk5xhsR

32

📊 Key Metrics Driving Growth in Early-Stage SaaS In this episode of The SaaS CFO Podcast, I discuss with Jake Soffer the critical metrics that guide his decision-making at this stage of his business. 📈 With ARR and customer count being top priorities, Jake also emphasizes the importance of ACV (Average Contract Value) as they experiment with pricing to fuel growth. 💡 Additionally, we dive into the significance of gross revenue retention, especially in the SMB market, as a key indicator of sustainable success. Tune in to learn about: - The pivotal metrics every early-stage SaaS should focus on - How ACV plays a role in scaling your business - Strategies for improving gross revenue retention in the SMB space Episode 147 is now available, links down below 👇 YouTube: https://lnkd.in/gEc_TVW6 Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSMetrics #StartupGrowth #ARR #ACV #RevenueRetention #BusinessStrategy #EarlyStageSaaS #SaaSPodcast #SMBGrowth #SalesMetrics #CustomerSuccess #GrowthStrategies #ScalingUp #SaaSFounders #BusinessMetrics #SaaSLeaders #PodcastEpisode #TechEntrepreneurs #StartupLife

4

📊 Key Metrics Driving Growth in Early-Stage SaaS In this episode of The SaaS CFO Podcast, I discuss with Jake Soffer the critical metrics that guide his decision-making at this stage of his business. 📈 With ARR and customer count being top priorities, Jake also emphasizes the importance of ACV (Average Contract Value) as they experiment with pricing to fuel growth. 💡 Additionally, we dive into the significance of gross revenue retention, especially in the SMB market, as a key indicator of sustainable success. Tune in to learn about: - The pivotal metrics every early-stage SaaS should focus on - How ACV plays a role in scaling your business - Strategies for improving gross revenue retention in the SMB space Episode 147 is now available, links down below 👇 YouTube: https://lnkd.in/gEc_TVW6 Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSMetrics #StartupGrowth #ARR #ACV #RevenueRetention #BusinessStrategy #EarlyStageSaaS #SaaSPodcast #SMBGrowth #SalesMetrics #CustomerSuccess #GrowthStrategies #ScalingUp #SaaSFounders #BusinessMetrics #SaaSLeaders #PodcastEpisode #TechEntrepreneurs #StartupLife

3

1 Comment

"For SaaS companies, finance leaders are no longer just stewards of compliance—they are influential growth enablers." 📈 Move away from the traditionally fragmented order-to-cash process, and uncover how CAOs can streamline financial operations by: 🔹Streamlining bookings, billing and revenue in one system 🔹Enabling sales with creative deals, without a ton of extra work for finance 🔹Adopting financial operations platforms that keep up with the fast pace of business changes

17

3 Comments

Are you a “CF-No” or a “CF-Go”? Explore Tesorio's CEO, Carlos Vega, latest Forbes article and how connected finance solutions are empowering CFOs to confidently say "yes" to new opportunities and turn financial obstacles into strategic advantages. #connectedfinance #CFO #cashflow

4

Are you a “CF-No” or a “CF-Go”? Explore Tesorio's CEO, Carlos Vega, latest Forbes article and how connected finance solutions are empowering CFOs to confidently say "yes" to new opportunities and turn financial obstacles into strategic advantages. #connectedfinance #CFO #cashflow

1

Should CFOs place AP automation at the top of their priority list? Our co-founder Eric Edelstein has an interesting perspective on this question. Initially, CFOs might not prioritize automation because the team is meeting its objectives. But as the AP team leverages automation to enhance their operations, the broader impact becomes clear. The increased efficiency and effectiveness can drive the entire organization forward, making the benefits of AP automation undeniable. In essence, AP automation might not start as the CFO's top priority, but its strategic value reveals itself over time, leading to greater appreciation and support from leadership.

29

Are you curious how Cloud CFO can transform your startup's financial situation? 🚀 Watch the full interview with our founder, Elan, who is talking with Elliot Spiegel of Inhouse Ventures for insights into Cloud CFO's collaborative approach and the value we bring to our client's businesses. FULL INTERVIEW: 🔗 https://lnkd.in/gsjYPaRa #CloudCFO #CFO #VirtualCFO #VCFO #startup #startups #startupaus

7

🦾📒What’s new in accounting tech? 🚀Nominal announced the launch of its AI-driven enterprise resource planning (ERP) system, Prophix debuted its financial automation platform, LeaseCrunch is joining the Aprio Firm Alliance Affiliate Relationship Program, and We Integrate has its new Shopify Payouts integration in beta. From Accounting Today: “Bloomberg Tax and Accounting announced the launch of its next generation suite of integrated solutions for the corporate tax process, from data collection to tax calculations that power key deliverables. The suite includes Bloomberg Tax Provision and Bloomberg Tax Fixed Assets, linked together via the recently launched Bloomberg Tax Workpapers.” Read the full article here: https://lnkd.in/geRf9Tsi #CPA #Accountant #TaxPros #Tax #Taxes #Accounting #Accountancy #Bookkeeping #Finance #Advisory #Automation #ArtificialIntelligence #AI #GenerativeAI #GenAI #MachineLearning #ML #LLM #LLMs

5

1 Comment

🚀New CFO Insights episode alert! Our topic of the day: “Structuring accrued revenue and accrued expense heads in the Chart of Accounts (COA)”. John Silverstein, VP of FP&A, XR Extreme Reach in conversation with Sherry, Financial Technology Consultant at Hyperbots. Key takeaways: - Accurate financial reporting: Crucial for compliance with accounting standards, and effective decision-making. - Level of granularity: Striking the right balance is important and should match the organization’s reporting needs. - Regular reconciliation: Regular reconciliation helps maintain accuracy. AI can help root out discrepancies and speed up the process by reducing manual effort. - Regular reviews of the COA: As business models and pricing structures change, so should the chart of accounts. Use these insights to strengthen your organization’s financial strategies. 🔗Watch the full interview: https://lnkd.in/gz27NWjS #hyperbots #CFOinsights

11

Amit Mistry, Director of Finance at Dolphin Square, offers his perspective on our recent event, "How will data & AI transform the role of the CFO?" hosted by RENOIR, part of the Renovata & Company Platform. The event brought together finance leaders to exchange insights and tackle shared challenges. Amit reflects on the value of connecting with peers and industry experts in addressing the complexities of AI-driven transformation, shaping strategies, and gaining fresh perspectives. Watch the clip to hear his thoughts. To learn more about the Renovata & Company event programme or to express your interest in participating as a partner, speaker, or guest, please contact Julia Barber, Director of Platform Engagement. #events #finance #leadership #networking #insights #ai #data

10

Aiwyn Secures $113 Million in Funding Aiwyn, a Charlotte, N.C.-based provider of automation software for Certified Public Accounting (CPA) firms, has secured $113 million in funding. #SaaS #Accounting #AutomationSoftware #AI #PracticeManagement #Funding https://lnkd.in/g3vFfmGS

1