Rho with CFOs

The SaaS CFO Ben Murray joins Rho CFO Jeremy Klaperman to discuss the art and science of developing and measuring the right metrics for your business, particularly for SaaS companies. Key takeaways: - Half the battle is starting the calculation for each of your metrics. Don't hesitate just because you feel the result will speak negatively of the business. - Checklists are an underrated tool to help you get your metrics right and to navigate potentially complex processes like month-end close. - Leveling up means moving from historical data to forward-looking data. What are your indicators that show your business is working? You can follow Ben on LinkedIn and check out his workshops and other related CFO content on his website, https://www.thesaascfo.com/

SMB CFO and finance coach Kurtis Hanni joins Rho CFO Jeremy Klaperman to advise CFOs and finance teams that are navigating uncertainty. Key takeaways: - Eliminate behaviors that get in the way of your ability to navigate uncertainty. An example is getting too focused on day-to-day finance operations and not investing enough time to analyze ongoing macro trends and how they can potentially impact your forecasts. - Uncertainty is most manageable when you have already forecasted it and planned accordingly. - Don't underestimate the "worst case." Those that didn't do this were better equipped to navigate large issues like the pandemic. For more episodes of the Rho with CFOs podcast, follow Rho on Spotify, Apple Podcasts, and more!

The FP&A Guy Paul Barnhurst joins Rho CFO Jeremy Klaperman to share how finance teams change as companies scale, how they can better optimize their time, and what controllers and accountants can do to become CFOs one day. Key takeaways:  Fractional CFOs are useful in the early days, but there are signs your organization needs to invest in a full-time VP of Finance or CFO. 60% of finance team time is spent on non-value-add activities. An early sign your company is growing beyond spreadsheets is that it is taking you multiple days to generate accurate insights.  You can follow Paul on LinkedIn and check out his FP&A consulting services for small and midsized companies and trainings on his website, www.thefpandaguy.com. For more episodes of the Rho with CFOs podcast, follow Rho on Spotify, Apple Podcasts, and more!