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As the CFO of a SaaS company, your role is INSTRUMENTAL in driving financial success for your organization. However, with the ever-increasing complexity of modern businesses, CFOs need to leverage cutting-edge technology to stay ahead of the curve. Join us as we dive into accounting AI and discover how it can revolutionize your department. In […]
Construction companies are always looking to set themselves apart. To succeed in today’s climate, smarter forecasting can change the game.
Learn what Enterprise Resource Planning (ERP) systems are, how they can benefit your business, and how to implement them effectively. Keeping your business profitable takes continuous management of all the resources that make it up. Letting this slip leads to inefficiency, which increases your costs and reduces revenue. There are many ways for you to […]
Streamline your AP with cloud accounting. Discover how AI can simplify your payables and boost efficiency in our latest blog
Can you answer “yes” to any of these questions: Do you have limited access to real-time actionable data? Is your accounting team less productive than it should be? Are you overstaffed as compared with industry benchmarks based on revenue per employee? Are poor methodologies leading to higher costs in your accounting department? Are you burdened […]
Automation tools unlock a new level of SaaS finance performance. But are you sure you can trust them?
What do you do when your business is adding more and more entities, the types of customer payments you accept are increasing, as is volume and complexity, and the amount of time you spend reconciling accounts is growing from chunks of a day to an entire day? You rise up to and meet the changes success […]
Over the past few weeks, I’ve published several blogs about some of the shortcomings of QuickBooks. In this post, I’m summarizing some of these and offering you convenient links if you want to dig into any of these topics. QuickBooks: What Its User Say Two recent surveys of current QuickBooks users help define some of […]
It’s no secret that the pandemic has caused a rapid acceleration of mobile working for the US construction industry. In the past, back office staff, often working on site, would be key in processing physical documents and helping to manage authorizations. But in the ‘new normal’ world of reduced physical contact and mobile working, teams […]
This year has been a tough one for many restaurant operators. In its 2023 State of the Industry & report, the National Restaurant Association found that exactly half of all operators expect to be less profitable as compared with the previous year. While consumers still love restaurants, economic headwinds are forcing many to cut back on discretionary spending, […]
How to overcome inefficiencies The role and responsibilities of the modern CFO extend far beyond the day-to-day financial challenges of running a business. Today, it’s no longer enough to play the traditional role of finance leader. To deliver value as your role evolves, you must show resilience, demonstrate more active leadership, and build skills in […]
Ensure the future success of your business with SaaS forecasting. Get valuable budgeting and planning tips to stay ahead in the competitive market.
How to avoid ERP consultant bias to find the best ERP software for your business
David Appel is Global Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time, his organizations have earned the business of >1,800 SaaS and Software companies, growing at 40%+/year. He previously ran Direct Sales at Bill.com, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.
David Appel is Global Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time, his organizations have earned the business of >1,800 SaaS and Software companies, growing at 40%+/year. He previously ran Direct Sales at Bill.com, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.
Bill Fuesz is a principal marketing manager for Sage Intacct. An accomplished strategist, he has more than 30 years of experience working in areas that include network infrastructure, IoT, SaaS, and digital transformation.
Customers rated Sage Intacct #1 in customer satisfaction for the 9th year in a row, in the newly released G2 Winter 2023 Reports. Sage Intacct soared to great heights winning 106 awards, including 23 #1 rankings in Grid and Index Reports. These results are testimony to our dedication to build authentic human connections. After all, […]
Time, just like any valuable commodity, is always coveted. The saying “time is money” carries literal weight in finance. It’s not just an asset; it’s a crucial factor in determining success. In a quest to manage numerous responsibilities—like strategic planning, budgeting, financial reporting, and ensuring compliance—CFOs and finance teams often find time must be juggled […]
For SaaS CFOs, guiding the direction of their company is a lot like someone steering a massive ship. The ship itself is so much larger than the person controlling it that it seems almost shocking that they can exert so much influence over the vessel’s direction and trajectory. In an accounting department, your “helm/steering wheel” or […]
It was 1984 when I first started thinking about Artificial Intelligence (AI). Granted, it was in a movie theater where I was being introduced to Arnold Schwarzenegger in The Terminator, and the last thing I was thinking about was how the technology could have a meaningful impact on how entrepreneurs run their businesses. The ways […]
Machine learning and AI will help SaaS CFOs tremendously. How and where? Let’s start with the FP&A function in SaaS organizations that relies on detailed data visualization and financial storytelling. CFO automation tools make those two tasks much simpler and more intuitive for finance teams, among many other benefits. In this post, we’ll explore the […]
Kick your sales into higher gear, increase the productivity of your sales team, polish your leads, land on high-quality opportunities, and close deals faster. Fine-tune your CRM and accelerate your sales process.
With the Self-Study Single User Annual Pass, you have access to the most comprehensive NetSuite learning offering available. The Self-Study center contains unlimited online access to the equivalent of all of NetSuite's publicly offered courses for one annual fee. As it is a cloud solution you will have access to learning content anytime, anywhere.
Vertex helps automate sales and use tax compliance for businesses of all sizes. By enabling calculations and returns, Vertex meets the sales and use tax automation needs of growing businesses.
This is a common mistake where queries or DML statements are placed inside a for loop to lookup a record once per iteration. By doing this you will very quickly hit the governor limit of SOQL queries and/or DML statements (insert, update, delete, undelete).
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