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Free cpe webinars
B2B SaaS Financial Best Practices for QuickBooks Users: SaasOptics Software Demo


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Many high-growth B2B SaaS businesses rely on QuickBooks to manage their financial operations, however as they scale, spreadsheets and manual processes are often used to compensate for what may be lacking in QuickBooks functionality. This can be challenging when trying to accurately manage billing and collections as well as when sharing data across departments.

Additionally, as B2B SaaS businesses look toward funding, subscription metrics and analytics such as MRR or ARR, churn and retention analysis and customer lifetime value (CLV), are required. These metrics aren’t calculated in QuickBooks, and are difficult to accurately reconcile between a GL and a CRM.

Join SaaSOptics as we discuss best practices around billing and collections, cross-departmental communications, as well as tracking and measuring key SaaS metrics needed for reporting. The webinar will walk through the SaasOptics software solution.

Learning Objectives:

  • How to optimize your billing and collections process to not only increase customer satisfaction but also to predict how soon you’ll need funding.

  • How to prevent financial data silos across departments and how to maintain control over the data while maintaining max visibility into the data

  • 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


Will Ibsen

Manager, Account Executive Team
(678) 710-8260


Will joined the SaaSOptics team in 2016 and currently manages the Account Executive team. He has extensive product knowledge and has met with thousands of SaaS finance executives discussing best practices for financial operations and subscription management. He lives in Atlanta with his wife and 2 children, and enjoys anything on 2 wheels, from mountain biking to extreme off-road dirt biking.

Additional Materials
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About Our Presenter

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.