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Best Metrics for Technology and SaaS Companies

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Manage episode 425607294 series 3569122
Content provided by Earmark Media LLC and Glenn Dunlap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media LLC and Glenn Dunlap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode of the Best Metrics Podcast features an in-depth discussion on key financial metrics and considerations for SaaS and technology companies. Guests Patrick Smith and Wade Maleck from CLA share their expertise on important metrics like the Rule of 40, customer acquisition costs, lifetime value, and net negative churn. They also discuss common financial pitfalls for startups, including equity compensation issues and sales tax compliance. The conversation provides valuable insights for founders, investors, and advisors in the tech industry on how to effectively track and communicate financial performance.

Learn more about Peerview Data
https://www.peerviewdata.com

Connect with Wade Maleck
https://www.linkedin.com/in/wmaleck
https://www.claconnect.com/en/directory/m/maleck-wade

Connect with Patrick Smith
https://www.linkedin.com/in/plsmithcpa
https://www.claconnect.com/en/directory/s/smith-patrick

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap

Sign up to Earmark to earn free CPE for listening to this podcast

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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  continue reading

7 episodes

Artwork
iconShare
 
Manage episode 425607294 series 3569122
Content provided by Earmark Media LLC and Glenn Dunlap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media LLC and Glenn Dunlap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode of the Best Metrics Podcast features an in-depth discussion on key financial metrics and considerations for SaaS and technology companies. Guests Patrick Smith and Wade Maleck from CLA share their expertise on important metrics like the Rule of 40, customer acquisition costs, lifetime value, and net negative churn. They also discuss common financial pitfalls for startups, including equity compensation issues and sales tax compliance. The conversation provides valuable insights for founders, investors, and advisors in the tech industry on how to effectively track and communicate financial performance.

Learn more about Peerview Data
https://www.peerviewdata.com

Connect with Wade Maleck
https://www.linkedin.com/in/wmaleck
https://www.claconnect.com/en/directory/m/maleck-wade

Connect with Patrick Smith
https://www.linkedin.com/in/plsmithcpa
https://www.claconnect.com/en/directory/s/smith-patrick

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap

Sign up to Earmark to earn free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  continue reading

7 episodes

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