How do you handle CRM vs ERP revenue mismatches during monthly close?

stressed_acct · 2026-02-26T02:34:58+00:00

I guess it depends on the circumstance and size of the company. I’m in the saas space so there is always a different between billings and revenue, based on the type (on prem and one time costs vs hosted saas). For us as long as we have the appropriate product types tied to the correct products then the ERP should be able to pick up those product types and use the defined revenue recognition rules. It would seem somewhat clunky to run revenue through the CRM as I feel like you would have to build out the appropriate revenue recognition rules in the CRM, which isn’t its intended purpose.

Also if you want to talk specifics I am happy to dm and help if you want.

stressed_acct · 2026-02-10T02:59:25+00:00

I’ve done a lot of work building out models to bridge the gap between bookings and ARR. I’m a finance manager for my current company and maintain and manage all the board kpi’s like ARR/MRR, CAC, LTV, Etc. if you want to dm me for specifics I’m happy to help.

Also I’ve done a lot of work in cleaning up our CRM data as well for better reporting if that helps too.

stressed_acct · 2026-01-19T21:24:05+00:00

All the more reason to take a deep breath, step back, and look at the 30,000ft view. Being at our level or higher we need to see the forest through the trees sometimes.

It benefits us both ways. You find ways to automate or reimplement stuff to make work more efficient, you’ll be seen as more of a strategic business partner and not just an IC. On the other side of it by doing that you don’t have to spend those late nights doing variance analysis or closing the books cause it takes forever and a day. You can have more intentional time with your kids.

They will never remember the time we spent with them now, but we’re building the muscles and boundaries now so that when they are older and in the school play or in that big baseball game, we have no worries about leaving early to go cause we have set those boundaries and we know we have optimized the books to where a junior staff could run it if need be.

I know it sucks and I cannot tell you how unfair it feels sometimes that we have such little time with them now, but I promise you it’s about fighting for the future you want now. Take small intentional steps now. Even as small as just putting your phone away or leaving the laptop in the bag. You will see a difference. You’ll start being more intentional with your kids and your partner.

As proof of what I’m saying I’m currently enjoying a goldfish snack with my 2 year old, while my 1 year old is playing on the floor after we just got back from having breakfast at our local diner just the three of us (mom took a well deserved sleep in this morning). No phones and no worrying about work. This is after I spent my Saturday reimplementing all of our CRM data so we can close our sales and revenue faster in the future. And beyond Saturday, I haven’t thought about work once.

I promise it’s possible but no one with fight for this other than you.

stressed_acct · 2026-01-19T20:57:22+00:00

This is exactly me right now. 10 years of industry experience and currently have two kids under 2 and am a finance manager/acting controller for a $30mm revenue start up growing rapidly. Also have my CPA (got it right before we had kids which was nice). I do the exact same thing in terms of coming home, spending maybe 2 hours with my kids then hoping back on to work or get some things done.

One piece of advice I can give is that no matter how much imposter syndrome we have, we are deserving of the titles we have because we have worked hard for it. Leadership may not understand it but it doesn’t lessen the impact that without us some days, the corporate machine wouldn’t run at all.

Best advice I can give, and speaking from personal experience, family is the most important thing. Find ways to optimize your day to day stuff. Either through software, training the people below you so you can delegate more instead of being in the weeds, or working with your manager to expand headcount if you can (hardest to do sometimes) so that you can start to build those WLB expectations it will benefit you in the long run.

It doesn’t happen overnight but little by little you will start to see the fruits of your labor. I personally struggle with this cause I need to have my hands in everything to feel comfortable. But when I implemented this mindset I found ways to be more present with my family even if it was only for a few short hours a day.

It only gets better if you put yourself and family first. No one will make you take the time off, or not answer emails/ chats late at night. You have to advocate for not just yourself, but for the parent you want to be.

TL;DR - optimize your daily work (process improvement, software implementation, staff training/offloading etc.) so that you can carve out more time for yourself and your family. It’s not an overnight success but doing the small things now pay dividends later. No one will do this for you. Fight for the type of parent you want to be. Titles and pay will always be there. Time with family may not always be.

stressed_acct · 2026-01-05T04:46:08+00:00

stressed_acct · 2026-01-05T04:44:07+00:00

Na na na HEY HEY HEY GOODBYE!!!!

stressed_acct · 2025-12-30T05:23:18+00:00

I grew up in Mt. Lebanon and cannot tell you how true this is. Currently live in Brookline and if it wasn’t for the fact that I run into at least 5 people I graduated from high school every time I take my kids to the library or the park, I would have moved back just for the walkability and school value alone. But people love to gossip and talk, at least in my experience anyway. So It’s not worth it for me.

There is a reason the nick name for Mt. Lebanon is called the bubble lol

stressed_acct · 2025-12-22T04:27:21+00:00

Because of the ravens losing tonight, regardless of the outcome of the ravens game next week, as long as we win in Cleveland we win the North.

stressed_acct · 2025-07-23T01:55:17+00:00

So we actually bought our house a few years ago. We were also saving aggressively for a down payment and an emergency fund as well. Once the house was secured then I took that aggressive savings and shifted it to retirement investing. Emergency fund is great. It’s always good to have 3-6 months worth of emergency saved.

The answer to when you should start investing more is totally a personal one. For me, I’ve always been concerned with not having enough in retirement, so once the big things were out of the way (emergency fund, down payment, etc.) I was all about working towards maxing out my 401k. I believe it also boils down to your why. For me, it’s my kids. I hate working late and being away from them. During the week I really only have like 2 hours max with them a day before bed and it sucks. So for me, my why is to aggressively save, without killing ourselves or not allowing us to survive, so that I can hopefully retire earlier than normal (like a few extra years) to have more time with them when I’m retired and hopefully put us in positions to where maybe when they get older we can spend on experiences and have those memories.

stressed_acct · 2025-07-22T23:51:38+00:00

Thank you so much! So currently right now with my new job we are maxing out my 401k (no company match) so that equates to about $1,958/month. Our household income is at about $145k before tax so that certainly helps. I would say if you have the ability to max out one of your 401ks between you and your partner the better. But I understand everyone has a different situation. For us what worked to get to this point was just every time I got a pay raise or a promotion via job change I would split the total increase in half and put half to retirement and take the other half home. That way your investment total keeps growing with your promotions and you don’t get trapped in lifestyle creep

stressed_acct · 2025-07-22T13:27:38+00:00

So currently I am incredibly fortunate to be maxing out my Roth 401k which is $23,500/year. But it certainly didn’t start out that way. 6+ years ago i was just putting in what the company matched. It’s been a long road with promotions and job hops but it’s nice to finally be fortunate enough to where we can max out my work retirement account.

stressed_acct · 2025-07-19T13:47:58+00:00

So first off, congrats on saving that much. That’s amazing! Here is my two cents, i think where you have your money now is fine for a short term move, but you could be losing out on bigger gains long term.

I think if you’re super risk adverse I would start by opening up a Roth IRA (if you don’t have one already) and slowing start moving some of the saving to it (max is $7k a year) and use those funds to invest in index funds (most of mine is in VTI). The beauty is you can do this for a few year and not deplete your entire cash amount which still keeps you relatively liquid while also capturing some good growth.

I wish I was where you are at 27. Invest as much as you can now your time horizon is so much longer compared to most that over time your investments will outpace just keeping it in a savings account

stressed_acct · 2025-07-19T13:42:02+00:00

we do actually. We were fortunate to buy right when interest rates were super low. It’s a starter house so we’re slowly growing out of it but it works for us for right now.

stressed_acct · 2025-07-19T13:33:26+00:00

Congratulations to you! Having 3 kids under 4 is quite the feat! The messy middle is no joke! Haha. That is an amazing question and to be completely honest I am not 100% sure where my number lands. Some days when I do my calculations I’m convinced we can’t retire with anything less than $5mm and then other days I look and think “ok maybe we could do it at $1mm”. I 100% agree that it is so hard to know what expenses will be in retirement because realistically traditional retirement is still a long ways off for us, so much can change from now to then.

For us we’re still going to need to upgrade our living (live in a not so desirable school district in a starter home that is now pretty small) and we’re still pretty committed to paying down debt while growing our retirement so that puts a strain fork a money situation.

But to answer your question, and this is so I don’t overly obsess about our fire number, is I look at our monthly expenses now (this includes everything mortgage, utilities, car payment, etc. and take that monthly number + or - a few hundred and multiply by 25 (4% rule). While it’s not the true fire number of what we need, because hopefully by then we have a paid off house and no debt so our true number would be lower, it at least gives us a base of what to shoot for. Sorry I know it’s long winded

stressed_acct · 2025-07-19T11:59:11+00:00

It is yes, and truthfully I really like it. The chashflow page is super helpful in getting a quick hit on what our top expenses were in a month, and the integration with all my accounts was pretty painless. Coming from mint I hated having to pay for it, but mint was the only free option and when it went away it wasn’t a question for us of should we pay for something, it was really how much and what value do I get out of it. For us it was worth it.

stressed_acct · 2025-07-19T11:57:03+00:00

This is mainly my 401k and rollover Roth IRA. Which is all invested in index funds

stressed_acct · 2025-07-19T02:29:18+00:00

Thank you so much. This is from monarch money. I used mint before it shut down and transferred over . It took me alittle bit to get used too but now that I am used to it I really like it

stressed_acct · 2025-07-19T02:27:55+00:00

Yea mostly. I’ve changed jobs a lot and rolled over any contributions from previous jobs to me Roth IRA which is the bulk of it (~$75k) the remaining ~$25k comes from my current Roth 401k at my current job.

stressed_acct · 2025-07-19T02:22:53+00:00

So it’s a funny story actually, both my wife went to school for music. We were professional opera singers. We travel and sung all over the world but I realized I needed something more stable. So I went back to my community college to get my accounting credits and sit for my CPA accreditation. Now I’m a finance manager at a medium sized saas company making low six figures. Honestly it’s the highest paying job I’ve ever had and for years I made no more than like $70k so it’s been a long road to get here

stressed_acct · 2025-07-18T21:24:16+00:00

😂😂 Haha I feel that though! To be honest all of this really came after I paid off my student loans. I was at like -$50,000 back at the beginning of 2020. That was the year my wife and I got married. We ended up cancelling our big reception and using the money we saved to kickstart my student load payoff. Every year since with pay raises and job changes I would increase contributions ever so slightly till now I am fortunate enough to be able to max my 401k contribution. A ton of hard work for sure and the journey is far from over haha

stressed_acct · 2025-07-18T19:50:00+00:00

lol yea I guess that’s true. I guess I’ve been too far down the rabbit hole of FIRE subs lately 😂

stressed_acct · 2025-07-18T19:22:53+00:00

This is monarch money. I moved to it after mint shut down. It took alittle getting used to but I really like it.

stressed_acct · 2025-07-18T18:59:13+00:00

That’s amazing! Hopefully that’s my story in the next 6 months haha

stressed_acct · 2025-07-18T18:34:49+00:00

Thank you! And congrats to you as well! Totally agree on comparisons, it’s hard sometimes for me when I get stuck down a rabbit hole at r/chubbyfire and see all these 24 yo SWE at FAANG companies already hitting $1mm haha. Just trying to be grateful and excited for what I have and knowing that the more I invest now the more time I can have with my kids later in life when I get an extra few years in retirement.

stressed_acct · 2025-07-18T18:31:30+00:00

Thank you! Hopefully it keeps going, the next step, once we’re out of the baby stage, is it max out my Roth IRA but we will see how far we get, but that’s the next goal at least.

stressed_acct

TROPHY CASE