Presented by SaaSOptics

Always FREE! Hours of lessons and new templates just added.

Course 100: How to Grow and Scale Your Financial Operations in a Crisis


FInOps U (5)

With more than 20 years of financial operations experience under his belt, Ben Murray has experienced his fare share of crises. In this video, Ben shares how to create a close process and get through an audit regardless of the economic situation. 

What you’ll learn:

  • Tips to find and correct friction in your close process
  • How  to use documentation to create a repeatable close process for new team members and auditors
  • Resources you can utilize in this time and insight into the Cares Act
  • How to navigate an audit while working from home
  • Download Ben’s Checklist for Closing Your Books 




FInOps U (2)

Lisa Calhoun, successful founder turned Venture Capitalist (VC), shares her insight on the current VC landscape and how to best prepare for investor meetings to continue fueling your business with cash.

What you’ll learn: 

  • What investors expect in the next few months
  • How VC firms are supporting founders  during crisis 
  •  How to ensure VC firms align with your values and goals


FInOps U (3)

Clayton Whitfield, experienced SaaS product leader and SaaSOptics Co-Founder, details some high impact  focus areas in your financial operations that will set your team up for success after the COVID-19 crisis.  


What you’ll learn: 

  • How to develop churn profiles  with the data you already have
  • How to leverage churn profiles to guide your focus on retention vs. acquisition
  • How to find your constraints and optimize your processes to improve efficiency


FInOps U (4)

Philip Lewis, Principal at Fulcrum Equity Partners, shares what he looks for in SaaS metrics  and reporting, as well as common mistakes founders make while fundraising. 

What you’ll learn: 

  • How to gain and maintain credibility with investors
  • The key metrics and KPIs investors want to see
  • Insights into  areas of focus for investors during and after COVID-19
  • Download Philip’s one page cheat sheet on  important SaaS metrics you have to get right 



There is one thing you can do now that will impress your auditors, your investors and your executives...create an exceptional revenue recognition policy. To give you a head start we’ve created a template you can adapt and make your own. 

What you’ll learn:

  • What a revenue recognition policy is and why you  need one 
  • How to tailor our template to fit the unique needs of your business
  • Download our FREE 19-page Revenue Policy template 






SaaSOptics CEO, Tim McCormick, reveals the factors that contribute to SaaS valuations and explains the specific levers you can pull to maximize them. 

What you’ll learn: 

  •  The exercise that helped us find and eliminate $40k in unused resources
  •  Understand how and why SaaS businesses fail
  • An overview of how SaaS businesses are valued and the key metrics that go into a  valuation



What's Included in the Course?

Ben's Checklist for Closing Your Books

Philip's Cheat Sheet on SaaS metrics you can't get wrong

FREE 19-page Revenue Policy Template

3+ hours of teaching

FinOps Assessment

SaaS Metrics Excel Template

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