Where we explore SaaS finance topics, release free analysis templates, and maybe make a few SaaS-y jokes.

Financial Models in Google Sheets vs Excel

The age old question: Excel or Google Sheets? Many finance folks will default to Excel, since that’s what they’re used to. However, Google Sheets has some very compelling features that set it apart,...

Read More
QuickBooks to SaaS P&L conversion

Get a SaaS P&L from QuickBooks

QuickBooks makes it hard to get a SaaS P&L because it doesn't allocate expenses (e.g. payroll) across different accounts. If you want to see a proper gross margin, you'll need to allocate these...

Read More

The Purpose of Financial Models

A financial model is a tool that helps you predict your company’s future performance. It converts assumptions into projections for revenue, expenses, and cash. As a result, you get ongoing, actionable insight to...

Read More

Modeling Approaches: Top-down vs Bottom-up

This decision could make or break the credibility of your projections. Imagine you’re in a board meeting and an investor ask why you’re projecting 50% revenue growth if marketing spend is being cut....

Read More

Ready to level up your SaaS projections? Let's chat 👇