SAAS Operations Cleanup: Advice

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January 18, 2021

by a searcher from University of Pennsylvania - The Wharton School

A few months back, I closed on my first acquisition and have been working to better organize operations for a small SAAS company targeting mid-market and enterprise companies. Does anyone have experience in setting up payment/renewal systems for both SMBs (pay via cc on stripe) and Enterprise (pay via wire payments and have to be invoiced using quickbooks online) - how to keep track of these? Any suggestions in terms of how it should integrate with other systems? Any SOPs?

Would love to discuss if you have been in a similar situation and have some good tips. PM me.

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Reply by a searcher
from Miami University of Ohio in Barcelona, Spain
Hey ^redacted‌ ^redacted‌ I'm a partner at www.firstprinciples.io we help Micro Private Equity acquisitions with technical debt, Dev ops, software development. We are starting a new Operations as a Service offering that can help with these issues with a dedicated team. Maybe we can set up a time to chat, shoot me an email redacted
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Reply by a searcher
from Columbia University in New York, NY, USA
^redacted‌ fairly familiar with those systems more from an integration side. I use Xero for accounting, but happy to talk through some of the issues you're seeing. Shoot me a dm.
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