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Auditingsaascycle saasoptics

AUDITING THE SaaS REVENUE CYCLE (OR PREPARING YOUR SaaS COMPANY TO BE AUDITED)

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 15, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Course Description

SaaS company revenue includes the complexities of software revenue as well as the complexities due to the SaaS model. In this one-hour course we will cover the relevant accounting and the auditing processes to use for this type of revenue. The presenter has been both an auditor and also the CFO of a SaaS company and will bring this unique perspective to the course.

Learning Objectives

  • Generally, understand SaaS revenue GAAP accounting.

  • Gain the knowledge to start preparing the client and the audit team for a SaaS revenue audit.

  • Learn how to start preparing to conduct the SaaS revenue field work.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Steve started his career developing tax software for the CPA firm of Arthur Andersen. He went on to different companies to manage both product development and product management for retail systems and education. At its peak, this involved managing 200+ people in locations around the world. After the tech downturn, he used his MBA to consult and return to school for a masters of accounting. He then joined the CPA firm of RSM (previously McGladrey) and audited various service organizations including consultants, non-profits and hospitals. In 2014 he combined his technology and accounting background and started providing CFO consulting services in the SaaS market (CaaS for SaaS). One of his first clients was Haiku Learning where, after raising interim funding and completing their first audits, was sold to Vista Equity Partners in June of 2016.

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Clayton Whitfield

SaaSOptics
Co-Founder and Chief Customer Officer
[email protected]
(678) 825-8108

Saasoptics

Clayton has more than 15 years of software and product development experience and is a co-founder of SaaSOptics. Previously, he worked with co-founder David Ryan at MarketingCentral, as vice president of product development, building its SaaS marketing automation solution. Clayton has also led technical teams at Fair Isaac Corp. and ACS-Inc. Before focusing his career on technology, he was a teacher in the Los Angeles school district. Clayton earned a bachelor’s degree from the University of West Georgia and an MBA with honors from Emory University’s Goizueta Business School.

About Our Presenter

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