Skip to main content
Home

Presented by Maxio

The SaaS Expert Voices Podcast





Subscribe to the podcast

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jon Cochrane, Director of the Maxio Institute, to discuss the latest insights from their SaaS Growth Trends report. Randy and Jon delve into the significant findings of the Q1 2024 report, discussing the differences in growth patterns between subscription-based and consumption-based pricing models, as well as the dynamics between companies below and above one million dollars in revenue. Jon also shares a detailed analysis of the strongest and weakest sectors, with notable mentions of the developer and engineering tech space and the transportation and logistics sector.

June 12, 2024

Randy and Jon dive into the significant findings of the Maxio Institute Q1 2024 report and discuss the differences in growth patterns between subscription-based and consumption-based pricing models.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Nathan Latka, CEO of Founderpath. Known for his entrepreneurial spirit, data-driven approach, and thought-provoking insights, Nathan shares his three-phase entrepreneurial journey, starting with his initial foray into the booming social media world and progressing into the creation of the Latka Agency, and then Founderpath. Randy and Nathan discuss the changing landscape of the startup market, the importance of media-led growth, and the role of debt financing in funding software companies. Nathan shares insights from his extensive experience interviewing SaaS CEOs and highlights the need for founders to have a clear vision, build their tribe, and understand the value of inorganic growth.

June 5, 2024

Randy and Nathan discuss the changing landscape of the startup market, the importance of media-led growth, and the role of debt financing in funding software companies.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Joelle Kaufman, a seasoned B2B SaaS expert. Together, they delve into the intricacies of what makes CEOs successful, the importance of executive team dynamics, and strategies for driving company growth in challenging markets. Joelle Kaufman shares her five foundational components for CEO success, exploring themes like organizational focus, effective communication, driving team motivation, empowering teams through growth opportunities, and the embodiment of company values by leaders. Randy and Joelle also discuss the essential aspects of creating a high-functioning revenue engine and the nuances of handling business curveballs, providing actionable insights into executive decision-making and strategic alignment.

May 29, 2024

Randy and Joelle discuss foundational components for CEO success, exploring themes like organizational focus, effective communication, driving team motivation, empowering teams through growth opportunities, and the embodiment of company values by leaders.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Alex Diaz-Asper, Principal & Founder of Tarsus, and an experienced figure in the financial dimension of SaaS businesses. With an extensive background in private equity and M&A, Alex shares key financial concepts and strategies within the SaaS landscape. Randy and Alex explore the importance of clean financials, the impact of accounting errors on M&A, and navigate through the potential risks and rewards of dealing with client concentration. Delving into the transition from PE to an operational role, Alex also shares insights from the strategic partnership between finance and sales divisions in scaling SaaS businesses.

May 22, 2024

Randy and Alex explore the importance of clean financials, the impact of accounting errors on M&A, and navigate through the potential risks and rewards of dealing with client concentration.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Rob Brown, Co-Founder of Accounting Influencers Roundtable (AIR), and author of the book “Build Your Reputation.” Rob and Randy explore the evolving responsibilities of accountants and accounting firms as they navigate an industry that demands a shift from traditional compliance to more strategic advisory roles. Rob touches upon the challenges faced due to an aging profession, technological advancements, and the shift towards value-added services. Listen this week as Rob shares effective strategies for making an impact and selling to accountants, highlighting the significance of establishing authentic partnerships and providing impactful solutions.

May 15, 2024

Rob and Randy explore the evolving responsibilities of accountants and accounting firms as they navigate an industry that demands a shift from traditional compliance to more strategic advisory roles.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jim Delaney, CEO of Traction AI, and Kristian Marquez, President, CEO, and CFO of FinStrat Management. Randy, Jim, and Kristian discuss the significance of pairing robust revenue operations with meticulous financial strategies to foster startup growth. Jim shares his experience at Canvs AI and the intriguing role AI plays in gauging human emotions—a significant leap from traditional social media monitoring tools. He highlights the importance of unifying marketing, sales, and customer success teams with integrated systems to drive performance metrics. Kristian, with his telemedicine and financial expertise, unlocks the mystery behind early-stage fundraising and financial management, guiding founders through the journey from inception to exit by crafting solid financial foundations and leveraging key metrics to fuel growth ambitions.

May 8, 2024

Randy, Jim, and Kristian discuss the significance of pairing robust revenue operations with meticulous financial strategies to foster startup growth.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Anthony Nitsos, Founder and CEO of SaaS Gurus. With a background that intriguingly intertwines medical school education and extensive expertise in finance, Anthony has over 25 years of experience building SaaS financial models. Randy and Anthony discuss principles for building and scaling backend financial systems that can transition from startup to scaleup without creating a "tech pile." By drawing parallels between human anatomy and business functionalities, Anthony emphasizes the significance of a single source of truth in accounting systems and the critical nature of precise and actionable data for organizational leadership.

May 1, 2024

Randy and Anthony discuss principles for building and scaling backend financial systems that can transition from startup to scaleup without creating a "tech pile."

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jeff Epstein, Operating Partner at Bessemer Venture Partners and a distinguished figure in the business and finance sectors. Randy and Jeff discuss the rationale behind budgeting, emphasizing its role in predicting financial futures, resource allocation, motivation, and maintaining fiscal discipline with investor funds. Jeff talks about the recent introduction of the Rule of X by Bessemer Venture Partners, examining the balance between growth and profitability. Jeff also shares pragmatic wisdom from his time at Oracle about setting realistic yet ambitious targets and flourishing within set constraints.

April 24, 2024

Randy and Jeff discuss the rationale behind budgeting, emphasizing its role in predicting financial futures, resource allocation, motivation, and maintaining fiscal discipline with investor funds.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Dawoud Nasraty, Director of Consulting at Armanino. After serving as an accountant at a Big Six firm, Dawood's career trajectory includes roles for a European telecommunications company in Afghanistan and as a CFO. Dawoud and Randy talk about the intricate world of data and decision-making, the technological advancements shaping accounting practices, and lay out the essential lessons and best practices drawn from Dawood's extensive stint as both a consultant and an in-house financial controller. They also discuss the necessity of solid infrastructural investment and why startups often fail without robust financial systems.

April 17, 2024

Randy and Dawoud talk about the world of data and decision-making, the technological advancements shaping accounting practices, and lay out the best practices drawn from Dawoud's stint as both a consultant and an in-house financial controller.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with David Nilssen, CEO of DOXA Talent, and a forerunner of revolutionizing how businesses think about and engage with borderless talent. Randy and David take a look at the intricacies of borderless talent acquisition and the attributes that contribute to the success of a CEO in today's ever-evolving SaaS landscape. They discuss how purpose-driven approaches to outsourcing can bring about positive global change and how talent scarcity, remote work, offshoring, and AI integration are altering the business world permanently. David also talks about the value of peer groups and why you need to invest in your tribe.

April 10, 2024

Randy and David take a look at the intricacies of borderless talent acquisition and the attributes that contribute to the success of a CEO in today's ever-evolving SaaS landscape.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Dave Boyce, Executive Chairman, Winning by Design. Dave shares his unique approach to career decisions, focusing on his need for challenging work that ensures personal growth and impact. This approach has shaped his strategies for businesses to adopt a customer-centric mindset that aligns the product with the user's core needs, creating a successful PLG strategy. Dave and Randy discuss the framework required for a PLG model, identifying the mindset, talent, and timeline necessary for successful adoption, and how go-to-market strategies differ and can coexist in today’s business environment.

April 3, 2024

Randy and Dave discuss the framework required for a PLG model and how go-to-market strategies differ and can coexist in today’s business environment.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with CJ Gustafson, CFO, and writer behind Mostly Metrics, to discuss the CFO's transformation from a back-office statistician to a front-office strategist, the evolving landscape of SaaS, and the future of finance leadership. Randy and CJ discuss the qualities that distinguish outstanding CFOs, the integration of strategic planning with finance, and the powerful impact of technology on the CFO's role. Listen as CJ shares how CFOs are leveraging technology to streamline processes, enhance decision-making, and drive company performance while balancing risk in the dynamic SaaS sector.

March 27, 2024

Randy and CJ discuss the qualities that distinguish outstanding CFOs, the integration of strategic planning with finance, and the powerful impact of technology on the CFO's role.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Lihong Hicken, Co-founder and CEO of TheySaid, about her journey in the SaaS industry and her insights on customer retention. Lihong shares her experiences as a sales executive and CRO, and discusses the challenges of preventing churn and driving net retention. Lihong shares how TheySaid is pioneering a way to capture customer sentiment and unearth early indicators of churn, fundamentally shifting how companies interact with their customers for improved retention and revenue growth. Listen as Randy and Lihong discuss strategies and solutions for improving customer retention in the SaaS industry.

March 20, 2024

Randy and Lihong Hicken talk about Lihong's journey in the SaaS industry and discuss the challenges of preventing churn and driving net retention.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Tom Hood. Tom shares the myriad of challenges he's faced, victories achieved, and lessons learned throughout his career, which currently has him at the helm of AICPA's digital engagement and growth initiatives. Randy and Tom discuss the CPA Vision Project from 1999, which laid the groundwork for the accounting profession's future vision. This forward-thinking project has lasted well into the present, influencing the 2025 report and shaping the CPA's role in today's rapidly changing technological landscape. Listen this week as they touch on the breadth of opportunities that technology brings to the accounting field, the importance of adaptive learning, and the AICPA's role in upholding professional standards across the globe.

March 13, 2024

Randy and Tom discuss the opportunities that technology brings to the accounting field, the importance of adaptive learning, and the AICPA's role in upholding professional standards across the globe. 

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Mark Gandy, CEO of G3CFO and the founder of the Financial Operating System. With an extensive career that started at KPMG, Mark has a background rich in accounting and financial expertise. Randy and Mark discuss the importance of a financial operating system and how it can help businesses get unstuck. Mark shares his insights on the CAMELS system, which stands for capital, asset quality, management, earnings, liquidity planning, and sensitivity to market risk. Listen this week as Randy and Mark explore growth trajectories, operational successes, and future relevance for CFOs in an ever-changing market landscape.

March 6, 2024

Randy and Mark discuss the CAMELS system, which stands for capital, asset quality, management, earnings, liquidity planning, and sensitivity to market risk.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Brian Bell, Managing Partner at Team Ignite Ventures, about his journey from finance to product management to becoming an investor. Brian highlights how his eclectic background has shaped his investment philosophy. Randy and Brian discuss the importance of customer validation, the impact of AI in the advertising industry, and the patterns of success and failure in early-stage startups. They also explore the trends in fintech and the office of the CFO, including the unbundling and bundling of services and how emerging AI technologies are forging new frontiers for startups and conglomerates alike.

February 28, 2024

Randy and Brian discuss the importance of customer validation, the impact of AI in the advertising industry, and the patterns of success and failure in early-stage startups.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, welcomes Matthew May, President of Acuity and CEO at Verify IQ, for a deep dive into the evolving world of SaaS finance and the transformative roles of CFOs within technology companies. Randy and Matthew discuss the strategic evolution of the CFO's office and the vital adaptations necessitated by rapidly advancing technologies. Matthew talks about the impacts of technology automation and AI on traditional finance roles and the convergence of CFO and COO responsibilities. Listen this week as Randy and Matthew explore the upward shift from data processing to data strategy and the importance of proactive business planning.

February 21, 2024

Randy and Matthew discuss the strategic evolution of the CFO's office and the vital adaptations necessitated by rapidly advancing technologies.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jon Cochrane, VP of Strategy at Maxio and Director of the Maxio Institute, to discuss the Maxio Institute Growth report and the future of the Maxio Institute. Randy and Jon delve into key insights from the report, including the resilience of B2B businesses and the impact of the pandemic on different industries. They discuss how data can drive growth and inform business strategies and the challenges faced by sales and marketing tech companies amid competitive pressures and shifting budgetary priorities. Listen as they explore the unique paths to growth among small SaaS businesses, emphasizing the importance of predictable invoicing and cash management.

February 14, 2024

Randy and Jon discussed the Maxio Institute Growth report and the future of the Maxio Institute. They unpacked key insights from the report, including the resilience of B2B businesses and the impact of the pandemic on different industries.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Thomas Lah, co-founder of the Technology Services Industry Association (TSIA). Randy and Thomas take an in-depth exploration of the journey from traditional software models to SaaS, the dynamics of profitability within the industry, and the development of key success metrics.

February 7, 2024

Randy and Thomas delved into the journey from traditional software to SaaS, industry profitability dynamics, and the evolution of success metrics. Thomas shares valuable experiences from his tenure at Silicon Graphics to his groundbreaking approach in founding an association focused on data and insights for the technology services industry.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks to Bebe Kim, a seasoned entrepreneur and CEO of Basis, to shed light on the changing landscape of the office of the CFO and the evolving role of finance professionals. They take an in-depth exploration into the intersection of finance, technology, and leadership, offering valuable insights for those in the SaaS industry. Bebe shares the three-stage evolution of the office of the CFO and how financial acumen is crucial in today's fast-paced, software-driven business environment. With an emphasis on data-driven decision-making, cross-functional collaboration, and continuous learning, Bebe provides a wealth of knowledge on becoming a strategic financial leader in the 21st century.

January 24, 2024

Randy and Bebe take an in-depth exploration into the intersection of finance, technology, and leadership, offering valuable insights for those in the SaaS industry. Bebe shares the three-stage evolution of the office of the CFO and how financial acumen is crucial in today's fast-paced, software-driven business environment.

Podcast title: Value-based priing and adapting to change with Ron Baker

January 10, 2024

In this episode, Randy and Ron talk about the need for accounting to move from problem solvers with billable hours to strategic advisors with value-based pricing. They also discuss the value of taking risks and adapting to change to stay ahead in a disruptive market as a business.

Robbie Baxter Podcast

December 13, 2023

Robbie Baxter shares insights on the importance of designing products for ongoing value, the need for organizations to focus on customer outcomes, and the challenges of scaling and staying relevant in a subscription-based business.

Dan Owens shares his insights and experiences from working with various portfolio companies and PE firms, highlighting the importance of data organization, the challenges of managing multiple systems, and the need for tech savviness and adaptability in the modern CFO role.

November 29, 2023

Dan Owens shares his insights and experiences from working with various portfolio companies and PE firms, highlighting the importance of data organization, the challenges of managing multiple systems, and the need for tech savviness and adaptability in the modern CFO role.

An image with this episode's title: Redefining the CFO Role and Navigating the Changing Landscape, with Kevin Sonsky

November 15, 2023

Kevin Sonsky shares his insights on the transition from traditional accounting to business intelligence analytics, the dynamics between the executive team, and the challenges of implementing a metrics policy.

An image with this episode's title: Embracing Technology and the Employee Experience, with Chris Ortega

November 1, 2023

We're in the era of disruption for the office of the CFO.

In this episode, Randy and Chris discuss the top three changes in the accounting and finance profession over the last 15 years and the impact of technology.

An image with this episode's title: Unlocking Growth: Retention and Metrics in SaaS Funding, with Todd Gardner

October 18, 2023

Growth is out, retention is in.

In this episode, Randy and Todd discuss the need for SaaS companies to improve three key metrics: growth, profitability, and retention.

About Expert Voices

Maxio has been bringing together the brightest minds in SaaS finance for meaningful conversation about the industry at our Expert Voices in-person events.

We've connected with hundreds of C-Suite individuals, learning from their experience, wisdom, and insights, and exploring new ideas together.

Now, we want to bring all this knowledge, and the individuals who share it, to you.

On the Expert Voices podcast, Maxio CEO Randy Wootton sits down with SaaS leaders to tackle the tough topics about leadership in SaaS, and what it looks like today.


Randy Wootton is a 3x SaaS CEO (public, private, VC- and PE-backed) and board member of multiple private companies.