David Appel

David Appel
Blog Posts - Page 2

David Appel is the Head of Software & SaaS at Sage Intacct, and is passionate about creating great B2B SAAS companies. Over time he has developed a series of SMB, Mid-Market, and Enterprise customer-lifecycle playbooks that focus on creating value for customers, increasing return for shareholders, and building great teams, that have generated over $1.1B in market capitalization for his clients.

Sage Intacct Blog

Fundraising Tips and Best Practices for SaaS...

Reliably securing funding is an indispensable component of any SaaS CFO's job. And now that the SaaS market has begun to follow suit with the broader...
Post Date September 13, 2022 Read Time 3 min read

6 Ways to Build a More Effective SaaS Finance...

If they're being honest with themselves, any successful SaaS company will probably admit that their CFO had a large hand in their good fortune.  This...
Post Date September 08, 2022 Read Time 3 min read

Give Your Executive Team the Metrics They Need...

CFOs should use metrics to intelligently shape and inform their strategies regardless of their industry. But when your industry moves at breakneck...
Post Date September 06, 2022 Read Time 4 min read

How CoreCard Automates Public Market Reporting...

As a growing public software company, CoreCard needed robust reporting, strong SOX compliance, and seamless global consolidations across its U.S. and...
Post Date September 01, 2022 Read Time 3 min read

3 Ways to Cut Your SaaS Close Cycle

How do the best SaaS CFOs help their companies win their market?  By providing data for faster decision making:  when to hire, how to invest, where...
Post Date July 28, 2022 Read Time 3 min read

Building and Forecasting a Usage Billing...

Usage-based billing is becoming an increasingly common way for recurring revenue companies to do business with their customers. This style of revenue...
Post Date July 26, 2022 Read Time 3 min read

How SaaS Companies Should Prepare for an IPO

Wow, an IPO is a massive milestone! It signifies that your company is a clear forerunner in its market and that it’s run and managed effectively....
Post Date July 21, 2022 Read Time 3 min read

5 Steps to Build Your Revenue Recognition...

Revenue recognition is at the heart of accounting for SaaS and subscription companies.  But it is complicated.  However, you can quickly study and...
Post Date July 19, 2022 Read Time 3 min read

5 Tips for Building the Ideal FinTech Stack

The SaaS finance tech stack is one of the most powerful tools for a company's accounting department. Simply put, a fintech stack is the automation...
Post Date July 12, 2022 Read Time 3 min read
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