Guides

Moving into SaaS After Qualifying
What changes when newly qualified accountants move into SaaS finance, what to learn first, a 6-week prep checklist and a ready-made outreach message. Read more...
SaaS Finance Glossary: 60 Terms in Plain English
60 SaaS finance terms explained in plain English, from ARR and deferred revenue to NRR and runway, with a worked example and AI prompts to try. Read more...
Your First 90 Days in a SaaS Finance Team
A 30-60-90 day plan for starting in a SaaS finance team, with checklists, the SaaS basics to learn first and a ready-made message for your first one-to-one. Read more...
Best Books for SaaS Finance Teams
Twelve real books for SaaS and tech finance teams, grouped by what they help with, with one idea from each to try at your next month-end. Read more...
Keeping the Team Going Through Month-End and Busy Season
A practical playbook for finance teams: plan the peak, remove single points of failure, protect the hours, communicate early and build in recovery. Read more...
Writing a Good Handover Before You Leave
A practical handover template for finance roles: what to include, a two-week timetable, a worked example and a ready-made handover email. Read more...