The MRR Group offers a variety of Off-the-Shelf fixed priced packages as well as custom consulting services to help improve the financial management of SaaS start-ups.

1. The CFO & Controller Team
for SaaS Companies
Financial Planning · GAAP Accounting · SaaS Financial Strategy ·
Exits
P:
E: barry@themrrgroup.com

2. 2
There is an inflection point in any SaaS Co.’s evolution where
financial management becomes a priority. Failing to focus on
customer acquisition and revenue is devastating — but at a
certain point, managing the business purely on a cash basis will
prevent you from making informed and long-term strategic
decisions, and be just as critical.
We’re here to fix your financials while you focus on revenue.

3. 3
Can you trust your financials to
support informed, long-term
strategic decisions?

4. 4
SaaS-centric management dashboard
that reports key KPIs by segment:
• Expansion ACV
• Churn
• Net Churn
• Net New ACV
• CAC payback
Sales plan, operating budget, and
cash forecast dynamic enough to
accurately forecast:
• Bookings
• Revenues
• Billings
• Cash & burn
• Capital requirements
Up to standard for a successful funding, bank loan, or an
exit.
Indicators of Accurate and Optimized Financials

5. 5
Challenges of the SaaS Company CEO

6. Challenges of the SaaS Company CEO
6
A. Is the CEO getting timely, accurate, and relevant financial information to
manage the business optimally and achieve the Board Revenue, EBITDA,
and Cash targets?
a. Is the CEO leveraging a Dynamic Sales Plan, SaaS 2.0 Management
Dashboard, and a tight month-end close process?
b. Are Best Practices ROI methodologies applied to Sales & Marketing
investments?
c. Does the Finance & Sales Ops teams have the know how, processes,
and systems to extract, analyze, and report timely, accurate, and
relevant data?
d. Outgrown the outsourced Accounting/CFO service? Need
sophisticated part-time CFO as part of the management team?

7. Challenges of the SaaS Company CEO
7
A. Funding. Is the CEO getting traction with investors?
a. Does the Go-To-Market strategy hit the sweet spot with
investors?
b. Is the company telling its financial story using compelling SaaS
centric financials?
c. Are the plan assumptions within investor expectations?
d. Does the financial story bring out the underlying strength of
the business?
e. Can creative financial thinking improve the multiple?
B. The CEO needs help with strategy but that's outside of the scope
of a typical CFO engagement.

8. OF SAAS COMPANIES
Solving Financial Challenges

9. Where to hit the gas
and where to pump the
breaks.
Accurate sales plan,
operating budget, and
financial plan models.
SaaS 2.0 metrics into
your financial plan and
management dashboard.
Discover Develop Integrate
Bad
Ok Good
Better
Worse Best
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SaaS 2.0 Financial Jumpstart
A half-day financial intensive with expert CFO leadership, support, and
resources.
43%
Learn more about the SaaS 2.0 Financial Jumpstart package here.

10. Financial Planning Solutions
TEAM BUILDINGSales Modeling
Operating Budget
SaaS-Centric Financial Plan

11. Month-End Close
Accounting Management
Variance Reporting
Forecasting

12. Exits
Increase
Valuation
Tell Your Story Control Delays

13. SaaS 2.0 Financial Consulting
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•
•
•
Timely, Accurate, and Segmented SaaS 2.0

14. Off-the-Shelf
Solutions Upgrade your financial plan for less than 25% of traditional cost. Your
internal team can use our intuitive model templates with oversight from
our expert CFO to build the plan.
No need for an FP&A manager or controller on your team — our
models are that intuitive!
Two Off-the-Shelf fixed price offerings:
• Budget and financial statement plan.
• Budget, sales plan, management dashboard, and financial statement
plan.
Learn more here.
Save Thousands While Upgrading Your
Financial Plan

15. MEET THE MRR
GROUP
About

16. About
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The MRR Group isn’t just an outsourced accounting
solution — we’re your trusted allies. We partner with
CEOs and management teams to secure new funding,
upgrade financials to GAAP and SaaS, and exit, big.

17. Part-Time CFO &
Operations Advisor
BARRY JAHANSETAN
Meet the Team
CFO & OPERATIONS
ADVISOR
Controller
DIANA YESPENKO
CONTROLLER
Controller
JAIME VAS
CONTROLLER
FP&A Manager
PARISA HAMEDANIAN
FP&A MANAGER
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18. What Companies Are Saying About the MRR Group
DAN SCHOENBAUM, CEO
REDBOOTH, INC.
NARGES BANI ASADI,
FOUNDER/CEO
BINA TECHNOLOGIES (acquired by Roche)
TREVOR CORNWELL,
FOUNDER/CEO
APPBACKR, INC.
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Barry is a fantastic SaaS CFO
with operations experience
who can give a CEO an
honest opinion on strategy,
think out of the box, craft an
exciting financial story, and
manage major
implementations on-time and
on-budget.
Barry served as Bina’s consulting
CFO in 2014 and 2015. Barry was
very instrumental in due diligence
as well as financial and
operational efforts that led to a
very high return acquisition of
our company by Roche
diagnostics. His team love
working for him.
Barry is a rare find for a startup.
He understands what it is to be a
startup: A company with
ambitions to grow and be great.
He helped us every step of the
way. He is a great partner and
one I look forward to working
with again in the future.

19. Netdocuments is a SaaS
document management
solutions provider to the legal
market.
Netdocuments management
was looking for a buyout but
hadn't been able to get to its
target valuation. The MRR
Group was hired to help the
company achieve this goal.
Diagnosis
Solution
Outcome
Netdocuments
What was the outcome? This change in strategy
hit the sweet spot with private equity investors
and we got the multiple up from 1.5x to 6.0x in
the course of one year without bringing in an
expensive investment bank.
They had a high retention rate and good
CAC Payback. They also had a relatively
long implementation cycle, so I repositioned
their pitch story for a forward looking
valuation based on when the backlog would
be delivered.
The financials did not bring out the
underlying strength of the business.
We extracted and reported
Netdocuments’ compelling
metrics.
Case Study
$20M Revenue Infrastructure Company Exits Big
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The key diagnosis was that the company
was focused on too many markets.
Segmentation analysis revealed that some
markets were flat with a low LTV to CAC,
and some were too small to make an
investment for growth. I suggested the Jeff
Moore philosophy of focusing on becoming
the leader of their largest vertical with the
most momentum, the legal market, before
moving onto other verticals.

20. The company was going upmarket and had hired an
8-person Sales Team, Enterprise VP of Sales, and
Enterprise VP of Marketing. The marketing campaigns
were targeting enterprise leads. Their CAC payback
period was 50 months.
The company
decided that
going upmarket
was not the
right strategy
for them
8M SaaS Company Cuts High-CAC Payback by 50% in 1 Year
B2B Project Management Company
Case Study
20
Solutions
To understand the causes of the high CAC we started
segmenting bookings by company size and found that most of the
bookings claimed by the sales team were actually coming from
the self-serve side of the business, companies under 200
employees, which had a low ARR. The low ROI on the sales
team reflecting their high cost and low ARR on deals was the
first cause of the high CAC payback period. The second cause
was expensive enterprise leads which had a low conversion rate
making the LTV to CAC for these leads a low return on
investment.
OUTCOME
They dismantled
their sales team
and redirected
marketing focus to
an inbound model.

21. Challenge
The company was complacent about
churn. With a gross churn rate in excess
of 4% a month, or 39% annually, they felt
that bringing in enough new business to
cover the losses was the solution. While
new bookings were positive, growth was
still suffering due to churn.
Solutions
We explored the churn data to give
management actionable analysis. It became
apparent that the larger customers which
were brought in by the sales team were the
ones churning. Reach out by Customer
Success revealed that sales had been
overselling to these customers.
Outcome
What was the outcome? The
company changed its aggressive
sales strategy and invested heavily
in customer success. Churn
improved by 30% over the course
of one year.
$3M Revenue SaaS Application Company Improves Churn
Dramatically
21
Case Study

22. National presence, local focus.
We work with clients all over the
country, and can collaborate face-to-face
at locations in the California Bay Area
and Park City Utah.
Locations
WORK TOGETHER
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23. LET’S TALK
Connect

24. Let’s Talk
The MRR Group isn’t just an
outsourced accounting
solution — we’re your trusted
allies. We partner with CEOs
and management teams to
create financial clarity and
achieve business goals.
The #1 Part-Time CFO
& Controller Team
Visit Us Online
We offer custom solutions or
fixed price packages where your
internal team with our support
can build financial plans using our
intuitive templates. Start a
no-cost, no-obligation one-hour
consultation. Email Barry at
barry@themrrgroup.com to get
started.
No-Cost,
No-Obligation
24
Free Consultation
Financial Planning· GAAP
Accounting· SaaS Financial
Strategy· Exits