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5 steps to mastering revenue recognition for SaaS

Financial Services

Crafted and written by industry experts, here you can find the latest articles, news and insights from the financial services industry.

Whether you’re looking to grow profitability, ensure you’re compliant, reduce risks or want tips on getting the most out of your financial services software, Sage Advice has everything you need to ensure you’re driving maximum growth as a financial services CFO.

Latest articles for Financial Services

Crafted and written by industry experts, here you can find the latest articles, news and insights from the financial services industry.

Latest articles for Financial Services

Crafted and written by industry experts, here you can find the latest articles, news and insights from the financial services industry.

September 24, 2025 5 min read

5 steps to mastering revenue recognition for SaaS

June 3, 2025 4 min read

How to create a credit policy plan that reduces risk and DSO

June 3, 2025 3 min read

How to write a dunning letter that gets results

A person listening during a meeting.

June 3, 2025 3 min read

How credit standards affect DSO and accounts receivable risk

June 3, 2025 3 min read

What to do when a customer says they never received the invoice

A woman working on her desktop computer in an office.

June 3, 2025 3 min read

A guide to business credit applications for AR teams

June 3, 2025 3 min read

What is a customer account statement & how to write one

A person giving a presentation to colleagues.

June 3, 2025 3 min read

Setting customer credit limits

Conference delegates pressing phones

June 3, 2025 2 min read

How to create an accounts receivable ledger spreadsheet in Excel

June 3, 2025 3 min read

How to use Google Sheets for accounting: Three formulas

Female hands working on a laptop

June 3, 2025 3 min read

What is credit and collections management?

Man and woman on a computer

June 3, 2025 5 min read

Extending credit to customers: Benefits, risks & best practices

June 3, 2025 4 min read

Industries with the highest average accounts receivable collection days

A person giving a presentation to colleagues.

May 16, 2025 7 min read

How to minimize expense fraud in your organization

Two people work on their computers in a modern office.

March 30, 2025 4 min read

4 ways to increase profit for your professional services firm

February 19, 2025 4 min read

What is portfolio accounting in financial services?

February 18, 2025 5 min read

Best practice accounting for real estate investors

February 6, 2025 5 min read

The 6 trends shaping the insurance industry in 2025

February 5, 2025 4 min read

The first 90 days: real-world advice from a financial services CFO

February 4, 2025 4 min read

4 reasons why finance leaders would choose Sage Intacct again

February 4, 2025 5 min read

Sage Intacct vs NetSuite: Why financial services firms choose Sage Intacct

January 6, 2025 6 min read

5 things the financial services industry should watch for in 2025

November 5, 2024 1 min read

Will AI replace accountants?

A group of finance professionals have a discussion during a meeting.

October 11, 2024 1 min read

The CFO’s blueprint for driving growth in financial services