In this episode of the Cashflow Show, hosts Scott and Nikole dive into the importance of automating financial reports for SaaS startups. They cover crucial topics such as investor reporting, using tools like Reach Reporting, and integrating data from various sources to ensure trust and professionalism. Plus, they discuss the significance of regular communication with your accountant to meet investor deadlines effectively. Tune in to learn how to streamline your financial processes and build stronger investor relations.

Chapters:

00:00 Introduction

01:35 Importance of Automating Financial Reporting

02:58 Tools for Financial Reporting

03:08 Reach Reporting Features

07:41 Investor Communication and Trust

09:59 AWS and E-commerce Insights

14:52 Conclusion

📣 Shout Outs: Reach Reporting, Gusto, QBO, Xero, Amazon (AWS), Stripe

⬇️ Videos Referenced ⬇️

Episode 30 - SaaS Startup Series Part 1: Key Terms for Tech Companies

(https://youtu.be/Noy5e4mvPAo)

Episode 31 - SaaS Startup Series Part 2: P&L Structure for Tracking KPIs

(https://youtu.be/JLPuIryggdI)

🔗 Connect With Us On Linkedin! 🔗

Nikole Mackenzie

📎 https://www.linkedin.com/in/nikolemackenzie/

Momentum Accounting

📎 https://momentumaccounting.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Padgett NC

📎 https://www.padgettnc.com

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

In this episode of the Cashflow Show we continue the SaaS Startup Series. Discover how to structure your Profit & Loss statement for effective KPI tracking. Learn key calculations like EBITDA and the rule of 40 to balance growth and profitability. Tune in next week for the final episode in the SaaS Startup Series

Chapters:

00:00 Introduction

01:26 Understanding P&L Structure and KPIs

02:53 Breaking Down Revenue and Costs

07:56 Operating Expenses and Net Income

13:04 The Rule of 40 Explained

16:12 Conclusion

⬇️Videos Referenced⬇️

Episode 30 - SaaS Startup Series Part 1: Key Terms for Tech Companies

(https://youtu.be/Noy5e4mvPAo)

🔗 Connect With Us On Linkedin! 🔗

Nikole Mackenzie

📎 https://www.linkedin.com/in/nikolemackenzie/

Momentum Accounting

📎 https://momentumaccounting.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Padgett NC

📎 https://www.padgettnc.com

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

In this episode of the Cashflow Show, Scott and Nikole dive into the foundational aspects of SaaS startups in the first part of their three-part series. They explore different business models, essential metrics, and terminologies that are crucial for understanding and advising tech companies. From customer acquisition costs (CAC) to monthly recurring revenue (MRR), this episode is packed with insights for small business owners and advisors looking to navigate the complexities of the tech startup landscape. Tune in to learn how to manage your finances and scale your business effectively.

Chapters:

00:00 Introduction

01:15 Understanding Different Business Models

02:02 Key Terminology for SaaS Startups

04:20 Funding Stages: Friends, Family, and Fools

07:11 Understanding SAFE Notes

11:57 Series A Funding and Beyond

14:36 Burn Rate and Runway

19:14 Customer Acquisition Cost (CAC)

23:21 Bonus Terms: MRR, ARR, and NRR

27:59 Conclusion

⬇️Videos Referenced⬇️

Episode 25 - How to Measure Your Marketing Dollars: Part 2 Understanding CAC

(https://youtu.be/IyDPGrq2rPM)

🔗 Connect With Us On Linkedin! 🔗

Nikole Mackenzie

📎 https://www.linkedin.com/in/nikolemackenzie/

Momentum Accounting

📎 https://momentumaccounting.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Padgett NC

📎 https://www.padgettnc.com

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/