Content Provider
Saasoptics

Blankbox
Self-Study CPE
HEALTH BENEFITS DONE RIGHT: HEALTH INSURANCE AND THE ROLE OF PAYROLL
View Details/Register
THE EXPANDING ROLE OF THE CPA: FINDING TOOLS & LENDING SOLUTIONS - WHITEPAPER
View Details/Register
FRESHBOOKS: COMPLETE PRODUCT DEMONSTRATION
View Details/Register
REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
View Details/Register
STREAMLINED WORKFLOW & BEST PRACTICES FOR VIRTUAL BOOKKEEPERS
View Details/Register
SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO
View Details/Register
EXPERIENCE IS EVERYTHING! WHY CLIENT EXPERIENCE IS KEY TO GETTING MORE CLIENTS
View Details/Register
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
View Details/Register
ESTATE PLANNING ESSENTIALS: AVOIDING COSTLY MISTAKES
View Details/Register
THE CURE FOR HOLIDAY E-COMMERCE CHAOS
View Details/Register
B2bsaas_saasoptics

B2B SaaS FINANCIAL BEST PRACTICES FOR QUICKBOOKS USERS

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
Small Business Owner 
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

Saasoptics Linkedin

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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211