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B2B SaaS FINANCIAL BEST PRACTICES FOR QUICKBOOKS USERS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 22, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Most emerging and growth B2B SaaS businesses rely on QuickBooks to manage their financial operations, however they augment their processes with spreadsheets for managing customer subscriptions and contracts, recognized revenue and deferred revenue, and invoice schedules.

In addition, B2B SaaS businesses require subscription metrics and analytics like MRR/ARR, churn and retention analysis and customer lifetime value (CLV). These metrics are not found in QuickBooks and can be extremely difficult to produce them manually using spreadsheets.

SaaS financial operations are anything but basic. But not to worry. In this webinar, we’ll walk you through the financial operations best practices that deliver efficiency, control and the insight you need to manage and grow your business.

Learning Objectives

  • How most emerging and growth B2B SaaS businesses manage their financial processes today.

  • How to implement modern approaches to your customer subscription management processes.

  • How to produce on-demand metrics and analytics like MRR/ARR, churn and retention analysis and customer lifetime value (CLV) that can be accessed quickly and accurately.

  • How to streamline your financial operations for more efficiency, control and insight

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Testimonials
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Kimberly, TX

"Truly enjoy any webinars that focus on the disruptive technology that has been sweeping our profession and would like to find out how to become involved in part of this. I have been working in the accounting profession for 30 years, even though I started as a bookkeeper assistant and could not complete my formal education until a few years ago. I am currently unemployed and frustrated in my current marketplace chiefly because the jobs that truly add value and function at the higher analytical levels are hard to find. I am taking as much CPE while out of work to see if I can find or make a new path for myself. Any technology update is KEY. Thank you."
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GRECIA SALVADOR, FL

"The seminar was very instructive and helped me to refresh my knowledge...thanks"
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Davie, AR

"This session went well, the speaker had time to answer lots of questions."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Saasoptics

Tim has over 30 years of experience in building, launching and growing successful enterprise software businesses. Before joining SaaSOptics, Tim was director of Americas sales operations at Cisco Systems following its acquisition of JouleX, where he was the vice president of sales and marketing from the founding in 2010 through the acquisition in 2013 for $107M. Tim has experience leading multiple B2B software companies from start-up through acquisition. He was a member of the founding management team and vice president of marketing for Internet Security Systems (ISS), where he increased market share and grew the company’s revenue from $5M in 1996 to over $400M. He saw the company through a successful IPO in 1998 and in 2006, when ISS was acquired by IBM for $1.9B, and served as vice president of the business solutions group, leading business line and product management, product marketing, marketing communications and programs, partnership strategy and business development. Tim earned a bachelor’s degree from University of Delaware.

About Our Presenter

Saasoptics
SaaSOptics is the B2B optimized complete subscription management solution. SaaSOptics is a cloud-based financial management solution for subscription B2B businesses, providing affordable, GAAP-compliant revenue recognition & reporting, invoicing, and out-of-the-box, highly optimized analytics for tracking key subscription metrics.