{"id":10013,"date":"2021-02-11T15:21:00","date_gmt":"2021-02-11T20:21:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=10013"},"modified":"2023-07-28T07:07:00","modified_gmt":"2023-07-28T11:07:00","slug":"the-100-day-ramp-plan-for-newly-hired-saas-finance-leaders-part-1","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/the-100-day-ramp-plan-for-newly-hired-saas-finance-leaders-part-1\/","title":{"rendered":"The 100-day ramp plan for newly hired SaaS finance leaders (Part 1)"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/growth-customers\/\" class=\"entry-header__link\">Growth &amp; Customers<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tThe 100-day ramp plan for newly hired SaaS finance leaders (Part 1)\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2021-02-11T15:21:00-05:00\">February 11, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"The 100-day ramp plan for newly hired SaaS finance leaders (Part 1)\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/the-100-day-ramp-plan-for-newly-hired-saas-finance-leaders-part-1\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/david-appel\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/07\/David-Appel-headshot-2023-1.jpg\" class=\"entry-author__image\" alt=\"David headshot\" \/>\t\t\t\t<span class=\"entry-author__name\">David Appel<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"\">You\u2019ve just landed a new job as a finance executive at a young software-as-a-service (SaaS) company. Now what?<\/p>\n\n\n\n<p class=\"\">It\u2019s a crucial question, because what happens over the next few months can make or break your new employer&#8217;s success \u2014 and your own career.<\/p>\n\n\n\n<p class=\"\">The challenges are many if you\u2019re a SaaS vendor\u2019s first CFO, or a newly hired finance VP or director \u2014 fix messy accounting practices, identify financial weaknesses and growth drivers, and build rapport with the CEO and other stakeholders. They didn\u2019t teach the roadmap back in business school.<\/p>\n\n\n\n<p class=\"\">To help guide your strategy, we brought together a trio of experts in SaaS financial management, finance community networking, and executive search. Tune in to our on-demand webinar, <a href=\"https:\/\/event.on24.com\/eventRegistration\/EventLobbyServlet?target=reg30.jsp&amp;referrer=https%3A%2F%2Fwww.sageintacct.com%2F&amp;eventid=2705830&amp;sessionid=1&amp;key=AB5B6F899E14FDCE0AA0697F7EA4F3B4&amp;regTag=&amp;V2=false&amp;sourcepage=register\" target=\"_blank\" rel=\"noreferrer noopener\">\u201cThe 100-Day Ramp Plan for New Finance Hires,\u201d<\/a> to hear practical guidance from:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Michael Bayer, CFO of cloud storage provider <a href=\"http:\/\/www.wasabi.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Wasabi Technologies<\/a>, whose 25-year career in finance leadership includes raising almost $400 million in venture capital over more than 30 funding rounds, and a leader of one of the largest SaaS CFO communities in the Northeast<\/li>\n\n\n\n<li>Tom Kirby, a leader in <a href=\"https:\/\/www.nextseriesclub.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Next Series Club<\/a>, a Midwest-based community of business leaders in finance and accounting focused on best practices for new ventures, and the founder of <a href=\"https:\/\/www.prepdd.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">PrepDD<\/a>, a workspace for accounting teams.<\/li>\n\n\n\n<li>Jamie Ceglarz, the founder of <a href=\"https:\/\/guildtalent.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Guild Talent<\/a>, a boutique executive search firm focused on finance and operations leadership placements within venture-backed startups and scale-ups, as well as the founder of <a href=\"https:\/\/operators-guild.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">The Operators Guild<\/a>, an online community of early-stage SaaS operating leaders.<\/li>\n<\/ul>\n\n\n\n<p class=\"\">In this blog post, we\u2019ll focus on the 100-day plan once a new finance leader is on board. Stay tuned for a follow-up post that shares Ceglarz\u2019s insightful tips on the hiring process, including top interviewing techniques that can help you land the perfect job.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The CFO\u2019s Role in SaaS Strategy and Growth<\/strong><\/h2>\n\n\n\n<p class=\"\">The 100-day plan in finance is a proven framework for newly hired leaders to pinpoint and correct inevitable accounting problems, and just as importantly, help devise an actionable and sustainable growth plan. As Bayer noted, the CFO\u2019s job has shifted from bookkeeping oversight to higher-level strategy.<\/p>\n\n\n\n<p class=\"\">\u201cThe role of CFO has transitioned from being a problem solver and &#8220;fix-it&#8221; person to being more strategic and helping the business take advantage of opportunities,\u201d Bayer said. \u201cYou&#8217;ll have to fix some accounting stuff \u2014 but how is the business going to move forward and what can you do to advance that?\u201d<\/p>\n\n\n\n<p class=\"\">The job starts with what Bayer calls \u201c100 days of turning over all the rocks. Some rocks are going to have diamonds underneath, some are going to have all sorts of bugs and worms crawling around. It\u2019s about assessing the situation, figuring out how you\u2019re going to solve it, and putting ideas in action.\u201d<\/p>\n\n\n\n<p class=\"\">A new SaaS finance executive also needs to play the role of salesperson, Bayer says. Building organizational capital with understanding and partnership is essential.<\/p>\n\n\n\n<p class=\"\">\u201cUltimately the CFO needs to be able to sell,&#8221; Bayer said. \u201cYou\u2019re always selling \u2014 you&#8217;re selling customers, you&#8217;re selling lenders, you&#8217;re selling shareholders, you&#8217;re selling employees, you&#8217;re selling vendors. To do that sales job, you have to make sure that there&#8217;s a current business plan that allows you to tell the story.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>A 5-Point Plan for 100-Day Success<\/strong><\/h2>\n\n\n\n<p class=\"\">Bayer draws on his experience in putting together five pivotal focus areas for a new SaaS finance leader\u2019s first 100 days.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">#1. Assess Business Maturity<\/h4>\n\n\n\n<p class=\"\">At the start, a new finance leader needs to focus on understanding, aligning, and optimizing both the business plan and financial plan, Bayer said. A sound business plan covers key areas such as go-to-market operations, product roadmap, competitive landscape, and overall strategy.<\/p>\n\n\n\n<p class=\"\">Is the business plan complete? What have the founders thought through, or not thought through? What did they miss?<\/p>\n\n\n\n<p class=\"\">Similarly with the financial plan, is it backed by a disciplined planning process and realistic forecasts that account for the many dynamics of a SaaS business?<\/p>\n\n\n\n<p class=\"\">\u201cA lot of CFOs are focused on profitability and that\u2019s all that matters,\u201d Bayer said. \u201cToo often, they overlook the balance sheet and how to raise enough capital to support the business, get it to profitability, and help it realize its long-term goals. If you don\u2019t have the financial resources to support sustainable growth, you&#8217;re going to run out of steam at just the wrong time.\u201d<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">#2. Understand Business Systems and Flows<\/h4>\n\n\n\n<p class=\"\">The accounting system the SaaS vendor uses should be evaluated for both immediate needs, and scalability for longer-term growth. Bayer said that when joining a company with a QuickBooks environment, he\u2019ll assess how soon the business will outgrow QuickBooks, and whether it makes sense to upgrade to a solution like Sage Intacct.<\/p>\n\n\n\n<p class=\"\">\u201cNot all businesses need an advanced accounting system, on the other hand, many businesses can&#8217;t survive without one,\u201d Bayer said. \u201cGetting a sense of whether your accounting systems are up to the task is really important.\u201d<\/p>\n\n\n\n<p class=\"\">It\u2019s also vital to assess management reporting and whether KPI metrics are clear, measurable, and backed by sound processes and systems. Kirby noted that junior CFOs will often focus on month-over-month results, while experienced CFOs will drill down into unit economics of the sales pipeline and the effect on KPIs such as CAC and LTV.<\/p>\n\n\n\n<p class=\"\">\u201cClearly understanding and articulating that is a very critical aspect of the business,\u201d Kirby said. \u201cYou can drive a lot of value by understanding your sales pipeline, how you\u2019re measuring progression, partnering with your sales leaders, and making sure you have clear visibility into the pipeline.\u201d<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">#3. Ensure Important Communication Is in Place<\/h4>\n\n\n\n<p class=\"\">Along with management reporting, a SaaS finance lender needs to ensure timely, accurate reporting and communications with external stakeholders, including lenders and investors, to help build and strengthen relationships.<\/p>\n\n\n\n<p class=\"\">\u201cI&#8217;m a believer in radical transparency, telling people everything that&#8217;s reasonable to tell them, knowing that different people need different things,&#8221; Bayer said. Another external audience is auditors, so a finance exec needs to size up whether the company is ready to be audited, if it doesn\u2019t already have those processes in place.<\/p>\n\n\n\n<p class=\"\">\u201cNot every company is ready to be audited, and it\u2019s a big investment in time and resources,\u201d Bayer said. \u201cIs everyone ready to make the commitment to that higher bar?\u201d As Kirby noted, in some cases it can make sense for a new CFO to call off a planned audit if he or she finds the business isn\u2019t ready.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">#4. Review Records, Controls, and Compliance<\/h4>\n\n\n\n<p class=\"\">Bayer\u2019s fourth focus area consists of checklist items that a new CFO needs to examine, with an eye to strengthening, streamlining, and standardizing. Bayer noted that early-stage companies do things in an \u201copportunistic way,\u201d so you may have, for example, different sorts of contracts that vary by customer.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Corporate records: Is documentation complete and in order?<\/li>\n\n\n\n<li>Financial policies: Are controls and policies current and broadly distributed?<\/li>\n\n\n\n<li>Tax and regulatory: Are filings current and accurate? Is the 409A valuation up to date?<\/li>\n\n\n\n<li>Legal and contracts: Are standard documents and adequate document management in place<\/li>\n<\/ul>\n\n\n\n<p class=\"\">\u201cThese are seemingly small bits and bobs, but they can be huge roadblocks with all sorts of problems, so you want to take care of them early,\u201d Bayer said. &#8220;Don\u2019t be fooled \u2013 small details like documentation and recordkeeping can be a block to a successful fundraising or audit. And the reality is that this is the stuff that actually lets you do the job.&#8221;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">#5. Consider Administration, Risk Management, and Capitalization<\/h4>\n\n\n\n<p class=\"\">A new finance leader will need to wear several hats, including HR and IT, Bayer pointed out. The person may have charge over HR at a smaller company, so it\u2019s important to evaluate resource quality and maturity, ensure resource alignment to goals, and balance resource allocation between go-to-market and product development.<\/p>\n\n\n\n<p class=\"\">IT also frequently falls to the CFO. IT systems, including the accounting platform, need to assessed for scalability, availability, affordability, and security. \u201cThis is where SaaS, IaaS, and really everything-as-a-service comes in,\u201d Bayer said. &#8220;SaaS turns your fixed cost into a variable cost. You can dial it up and down as you go.\u201d<\/p>\n\n\n\n<p class=\"\">Capitalization needs to be prioritized along with profitability, Bayer added. A focus on the balance sheet will pay off with insights into how much and what kind of capital is needed to drive the business forward. Finally, a new finance leader must scrutinize the business for risk and ensure that suitable risk management policies are in place.<\/p>\n\n\n\n<p class=\"\">\u201cIt\u2019s really standing back from the business and assessing where the major risk areas are because with every risk, there&#8217;s an opportunity,\u201d Bayer said. \u201cIf you can solve risk in a creative and interesting way, that means your competitors will have to catch up with you. You can really create some value.\u201d To summarize point #5:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Human capital and compensation: Are resources sufficient to accomplish goals; is compensation appropriate?<\/li>\n\n\n\n<li>IT and systems: Are IT and systems available, scalable, affordable, and secure?<\/li>\n\n\n\n<li>Risk management: Have key risks been identified and articulated; is insurance in place in appropriate areas?<\/li>\n\n\n\n<li>Capitalization: Does the capital plan address the sustainable growth rate?<\/li>\n<\/ul>\n\n\n\n<p class=\"\">As one key to success, our speakers emphasized the value of collaborating with industry peers in networking groups to share best practices and lessons learned. The CFO\u2019s job can be a lonely one, Bayer noted, so engaging with peers pays off in several respects.<\/p>\n\n\n\n<p class=\"\">\u201cHaving a collaborative network to share with is really important,&#8221; Bayer said. &#8220;Both virtual and in-person groups are very valuable to meet new people, build connections, and learn all at the same time and together, with a lot of information shared.&#8221;<\/p>\n\n\n\n<p class=\"\">As progress is being made, Bayer also advises looking to reduce monthly close time to five days. That typically requires a best-in-class accounting platform that can automate multiple processes, eliminating manual Excel work and improving efficiency.<\/p>\n\n\n\n<p class=\"\">\u201cOnce you get the close to five days, you can be confident that you&#8217;re really moving the business along,&#8221; Bayer said. &#8220;You\u2019re not spending too much time on accounting functions and you can spend the rest of the month doing actual, real value added work. And that&#8217;s where great systems come into place.\u201d<\/p>\n\n\n\n<p class=\"\">Learn More<\/p>\n\n\n\n<p class=\"\">Tune in to our <a href=\"https:\/\/event.on24.com\/eventRegistration\/EventLobbyServlet?target=reg30.jsp&amp;referrer=https%3A%2F%2Fwww.sageintacct.com%2F&amp;eventid=2705830&amp;sessionid=1&amp;key=AB5B6F899E14FDCE0AA0697F7EA4F3B4&amp;regTag=&amp;V2=false&amp;sourcepage=register\" target=\"_blank\" rel=\"noreferrer noopener\">on-demand webinar<\/a> to hear our experts discuss how finance leaders can land the ideal position, and get on the fast track to success with a sound 100-day ramp plan.<\/p>\n\n\n\n<p class=\"\">And be sure to check out our <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/resources\/events\/\n\">SaaS Success Series<\/a> for additional webinars focused on helping SaaS finance leaders guide their companies and to build great teams.<\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/business-strategy\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tBusiness strategy\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a 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class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-13831 post type-post status-publish format-standard has-post-thumbnail hentry category-accountants category-money-matters tag-accountants tag-accounting-101 tag-cash-flow tag-cloud-financial-management business_type-small-business business_type-accountants business_type-growing-business industry-software-saas card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-1440x810.jpg\" class=\"card-post__image\" alt=\"A woman holding a phone and sitting in front of a computer\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-07-30T12:27:13-04:00\">July 30, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">13 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/accounting-compliance-and-reporting-best-practices-for-saas\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tUnderstanding SaaS compliance: Best practices for accounting and reporting\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tAre you a small business owner or part of your company\u2019s IT, Software Asset Management, or Procurement team? Learn what SaaS compliance means and discover best practices to strengthen your accounting and reporting processes.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-10027 post type-post status-publish format-standard has-post-thumbnail hentry category-free-guides-templates category-technology-innovation tag-cloud-financial-management tag-fixed-assets business_type-accountants business_type-growing-business industry-healthcare 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0-.537-.216z\" \/><\/svg>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-06-25T06:29:21-04:00\">June 25, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\t12 key metrics to monitor the financial health of your nonprofit\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-10125 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters category-trends-insights tag-cloud-financial-management tag-growing-a-business tag-sage-accounting tag-sage-book-club business_type-accountants business_type-growing-business industry-nonprofit industry-software-saas\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/how-to-improve-nonprofit-storytelling-using-data-and-performance-metrics\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/02\/shutterstock_2238727781_c2222-684x384.jpg\" class=\"card-post__image\" alt=\"Business woman presenting metrics\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/02\/shutterstock_2238727781_c2222-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/02\/shutterstock_2238727781_c2222-768x432.jpg 768w, 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33.144c-.952.517-1.999-.088-1.999-1.155V4.878c0-.533.261-.95.642-1.17.19-.11.411-.171.644-.172\" \/><\/svg>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t<svg role=\"presentation\" aria-hidden=\"true\" focusable=\"false\" width=\"24\" height=\"24\" class=\"card-post__meta-icon svg-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path d=\"M5.25 3C3.74 3 2.5 4.24 2.5 5.75v12.5C2.5 19.76 3.74 21 5.25 21h14c1.51 0 2.75-1.24 2.75-2.75V5.75C22 4.24 20.76 3 19.25 3zm0 1.5h14c.699 0 1.25.551 1.25 1.25v12.5a1.24 1.24 0 0 1-1.25 1.25h-14A1.24 1.24 0 0 1 4 18.25V5.75c0-.699.551-1.25 1.25-1.25m.25.75a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-8.25 2.751A1.248 1.248 0 0 0 9 9.251v5.5c0 .442.231.849.613 1.074.389.231.846.237 1.239.021l5.001-2.751c.396-.219.646-.639.646-1.094s-.25-.876-.646-1.095l-.001-.001-5.002-2.751a1.25 1.25 0 0 0-.601-.153zM5.5 8.25a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-8 1.423L14.731 12 10.5 14.328zm-5 1.577a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-13 3a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-13 3a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5z\" \/><\/svg>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-06-06T07:07:21-04:00\">June 6, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">2 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tInside Sage Future: What elite sport can teach you about high performance in business\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-31117 post type-post status-publish format-standard has-post-thumbnail hentry category-technology-innovation tag-accountants tag-cfo tag-cloud-financial-management tag-growing-a-business tag-sage-accounting business_type-accountants business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/inside-sage-future-high-performance-finance\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media card-post__media--video\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/06\/Sage-Future-5-684x384.jpg\" class=\"card-post__image\" alt=\"Sage Future\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/06\/Sage-Future-5-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/06\/Sage-Future-5-768x567.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/06\/Sage-Future-5-1097x810.jpg 1097w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__play-video\">\n\t\t\t\t\t\t<svg role=\"presentation\" aria-hidden=\"true\" focusable=\"false\" class=\"card-post__play-icon svg-icon\" width=\"28\" height=\"28\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 33 36\"><path d=\"M3.947.936C1.889 1.016 0 2.661 0 4.878v27.11c0 2.956 3.36 4.896 5.999 3.463l24.965-13.555c2.715-1.474 2.715-5.451 0-6.925L6 1.416a3.96 3.96 0 0 0-2.052-.48Zm.032 2.6c.232-.001.475.058.713.187L29.66 17.28c.986.535.986 1.774 0 2.309L4.692 33.144c-.952.517-1.999-.088-1.999-1.155V4.878c0-.533.261-.95.642-1.17.19-.11.411-.171.644-.172\" \/><\/svg>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t<svg role=\"presentation\" aria-hidden=\"true\" focusable=\"false\" width=\"24\" height=\"24\" class=\"card-post__meta-icon svg-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path d=\"M5.25 3C3.74 3 2.5 4.24 2.5 5.75v12.5C2.5 19.76 3.74 21 5.25 21h14c1.51 0 2.75-1.24 2.75-2.75V5.75C22 4.24 20.76 3 19.25 3zm0 1.5h14c.699 0 1.25.551 1.25 1.25v12.5a1.24 1.24 0 0 1-1.25 1.25h-14A1.24 1.24 0 0 1 4 18.25V5.75c0-.699.551-1.25 1.25-1.25m.25.75a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-8.25 2.751A1.248 1.248 0 0 0 9 9.251v5.5c0 .442.231.849.613 1.074.389.231.846.237 1.239.021l5.001-2.751c.396-.219.646-.639.646-1.094s-.25-.876-.646-1.095l-.001-.001-5.002-2.751a1.25 1.25 0 0 0-.601-.153zM5.5 8.25a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-8 1.423L14.731 12 10.5 14.328zm-5 1.577a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-13 3a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm-13 3a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5H6a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5zm13 0a.5.5 0 0 0-.5.5v.5a.5.5 0 0 0 .5.5h.5a.5.5 0 0 0 .5-.5v-.5a.5.5 0 0 0-.5-.5z\" \/><\/svg>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-06-04T04:59:24-04:00\">June 4, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">2 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tInside Sage Future: The mindset and philosophy behind High-Performance Finance\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>You\u2019ve just landed a new job as a finance executive at a young software-as-a-service (SaaS) company. Now what? It\u2019s a crucial question, because what happens over the next few months can make or break your new employer&#8217;s success \u2014 and your own career. The challenges are many if you\u2019re a SaaS vendor\u2019s first CFO, or [&hellip;]<\/p>\n","protected":false},"author":1433,"featured_media":9076,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"footnotes":""},"categories":[46,44],"tags":[170,420,199,279],"business_type":[312],"lilypad":[],"context":[418,429],"industry":[450],"persona":[150,98],"imagine_tag":[222,435,471],"coauthors":[599],"class_list":["post-10013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth-customers","category-strategy-legal-operations","tag-business-strategy","tag-cloud-financial-management","tag-coaching","tag-sage-events","business_type-accountants","industry-software-saas"],"sage_meta":{"region":"en-us","author_name":"David Appel","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469.jpg","imagine_tags":{"222":"Accountants","435":"Intacct Accountants","471":"SaaS"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/10013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1433"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=10013"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/10013\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/9076"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=10013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=10013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=10013"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=10013"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=10013"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=10013"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=10013"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=10013"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=10013"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=10013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}