Posts by Heather Roukoski

David Appel is Global Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time, his organizations have earned the business of >1,800 SaaS and Software companies, growing at 40%+/year. He previously ran Direct Sales at Bill.com, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.

Ensure the future success of your business with SaaS forecasting. Get valuable budgeting and planning tips to stay ahead in the competitive market.

Time, just like any valuable commodity, is always coveted.   The saying “time is money” carries literal weight in finance. It’s not just an asset; it’s a crucial factor in determining success.   In a quest to manage numerous responsibilities—like strategic planning, budgeting, financial reporting, and ensuring compliance—CFOs and finance teams often find time must be juggled […]

How to overcome inefficiencies The role and responsibilities of the modern CFO extend far beyond the day-to-day financial challenges of running a business. Today, it’s no longer enough to play the traditional role of finance leader. To deliver value as your role evolves, you must show resilience, demonstrate more active leadership, and build skills in […]

If you’re the owner of a business, the path to profitability starts with you. Why? Because every element of your company—whether you’re flying solo or leading a team—is influenced by your beliefs, attitudes and actions. Think negatively and you create self-imposed limitations. Think positively and you create opportunities. So, what practical steps can you take […]

Machine learning and AI will help SaaS CFOs tremendously.  How and where?  Let’s start with the FP&A function in SaaS organizations that relies on detailed data visualization and financial storytelling. CFO automation tools make those two tasks much simpler and more intuitive for finance teams, among many other benefits.  In this post, we’ll explore the […]

As we turn the corner and enter a new year, we begin 2023 with hope for better times, as the last few years have been challenging for most people and businesses worldwide.  At Sage, we have been taking notes during our conversations with customers, partners, and industry leaders throughout the past few months.  We have […]

What do you do when your business is adding more and more entities, the types of customer payments you accept are increasing, as is volume and complexity, and the amount of time you spend reconciling accounts is growing from chunks of a day to an entire day? You rise up to and meet the changes success […]

Too often the role of finance in customer experience is undervalued or misunderstood, but the finance team has a critical role in customer success. It’s not just limited to the buying stage of customer transactions but starts long before a customer engages. Consider this: It costs companies six to seven times less to retain a […]

Over the past few weeks, I’ve published several blogs about some of the shortcomings of QuickBooks. In this post, I’m summarizing some of these and offering you convenient links if you want to dig into any of these topics. QuickBooks: What Its User Say Two recent surveys of current QuickBooks users help define some of […]