How to Run Your Firm like a SaaS Business

Thu 17 September 2020
14:00 - 15:00 AEST

When looking at some of the top companies in the world: Google, Microsoft, HubSpot, Salesforce… Receipt Bank 🍊, there is one common theme among them. They’re all SaaS businesses. What is a SaaS business? It’s an organisation that uses software to provide customers with a service.

Back due to popular demand, we’re hosting an interactive video session to discuss how you can mirror some of the methods these SaaS businesses use in order to stay efficient.

Jess and Lauren will be walking you through:

  • How onboarding the right client can save you time
  • How to efficiently onboard clients into your practice
  • What a profitable client to advisor ratio is

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