Learn to build revenue forecasts so accurate and defensible that you become the source of truth for your entire organization
Master my 2 propriority frameworks to build bulletproof revenue forecasts for any business model. Stop feeling like a fraud when executives ask for projections and start being the strategic advisor they turn to for critical business decisions.
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Break out of the 'career death trap' of doing monotonous variance analysis
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Learn the technical expertise that fast-tracks your promotion
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Stop wasting time on scattered YouTube tutorials and generic courses that leave you more confused than when you started
📊 100+ Financial Models Built
👨🏻🎓 500+ Students
🥇 Microsoft Excel MVP
Have you ever tried to build a revenue forecast only to release:
Every new forecast feels like guesswork
I'll show you every shortcut I use to cut modeling time by hours, letting you build in days what used to take weeks.
Sometimes you're working with SaaS metrics, other times e-commerce seasonality, and then B2B pipeline management. Each sector feels like learning a completely different language with no common framework
Often you spend hours building what you think is a solid model, only to have it immediately questioned or dismissed in meetings. Your technical work doesn't translate to strategic trust
You find yourself hardcoding values directly into cells and creating overly complex formulas that you can't explain to anyone else.
You deal with incomplete data, which makes your number inaccurate and your graphs sloppy
Which All Compound Into Something Much More Damaging
That sinking feeling when executives drill into your methodology and you're not sure your reasoning will hold up
Your career stagnating because you lack the advanced forecasting skills that separate analysts from strategic advisors
Being stuck doing boring variance analysis and plug and chug work instead of the strategic thinking that actually advances careers
Watching your models lead to inaccurate projections, misguided business decisions, and potential financial losses
Wondering if you picked the right career path when every forecast request fills you with dread
The anxiety and self doubt that keeps you from pursuing promotions or speaking up in strategic meetings
No Need to Second-Guess Your Career Choice. You Can Turn This Around Faster Than You Think
If you want to break through the Excel-jockey level and be able to
Sleep better knowing you have the skills that make you irreplaceable in any economic downturn
Transform from someone who 'knows Excel' to the go-to revenue forecasting expert your company can't live without
Feel the confidence that comes from having a proven roadmap that works for any business model, plus the respect when colleagues see your systematic approach
Never again feeling like you're winging it through revenue conversations or hoping you won't be exposed as unprepared
Feel empowered to answer any executive's question about ROI on sales and marketing investments, positioning yourself as the strategic advisor who understands growth levers
Then you need to understand the following
Stop Thinking Forecasting Is Just Excel Skills And Start Learning What Actually Separates Analysts From Advisors
The biggest trap I see finance professionals fall into is believing they need perfect credentials and countless different approaches when they're actually missing fundamental skills and practical experience:
They lack sufficient Excel skills for professional-grade modeling
Or they have no practical experience and no way to get it - they learned financial modeling from schools or scattered online resources that taught theory without giving them hands-on experience building real revenue forecasts.
Plus they think they need to learn dozens of different forecasting approaches - one for SaaS, another for e-commerce, another for B2B
And they believe their background isn't good enough - thinking they need Big 4 experience or an MBA to be taken seriously, when practical frameworks matter more than credentials.
The 3 Keys To Mastering Revenue Forecasting And Rapidly Advancing Your Finance Career
Two universal frameworks beat learning dozens of industry-specific models.
After building over 100 revenue models, I discovered something shocking. Every single business follows the same two frameworks, whether it's SaaS, e-commerce, or manufacturing.
You don't need different approaches for different industries. You need to understand the two patterns that drive every revenue model.
Targeted Excel skills beat overwhelming yourself with every function.
You don't need to master all of Excel. You need focused knowledge on the specific functions that matter for financial modeling.
Stop getting overwhelmed by Excel's endless capabilities. Learn only what actually builds professional revenue forecasts.
Hands on experience beats theoretical knowledge every time.
Academic theory leaves you paralyzed when it's time to build real models. You need practical experience building actual revenue forecasts with real business scenarios.
Most people never get this experience because there's no way to practice with realistic data and complex business models.
You Need A Systematic Method Showing You Step By Step How To Master Revenue Forecasting For Any Business Model
After struggling myself with incomplete customer data, disconnected pipeline information, and having no clear way to organize dozens of variables into coherent forecasts, watching my confidence take hit after hit in client meetings...
I've decided to create a comprehensive online course distilling down everything I've learned after building 100+ revenue models for companies like 8Sleep, plus nearly a decade of agency work.
Here's what no financial modeling course will tell you: There aren't 47 different ways to forecast revenue. There aren't industry-specific models you need to memorize. Every single business follows the same 2 frameworks.
The EPN Framework - which organizes any company's revenue into just 3 clear buckets: Existing customers, Pipeline deals, and New business acquisition.
The ARSR System - which maps every customer journey from Acquisition to Retention to Sales expansion to Revenue recognition.
This systematic approach works for any business model - SaaS startups, e-commerce companies, B2B manufacturers, and subscription services.
And teaches you the business thinking and communication skills that separate analysts from strategic advisors.
🥇 Microsoft Excel MVP
Instructor
Hi, I'm Josh, Your CFO Guy from Your CFO Guy
Revenue forecasting is my specialty. I've been building financial models for over a decade and in the process have created over 100 revenue forecasts for companies ranging from startups to eight-figure businesses like 8 Sleep and Chilli Piper.
But I learned the importance of revenue forecasting the hard way. When I started my first company, we operated for almost two years without ever properly forecasting our revenue. We were so focused on building the product and acquiring customers that we never stopped to model whether our unit economics worked.
It wasn't until close to the two-year mark that I finally built a revenue forecast, mapping out how we would grow by investing in our acquisition channels. That's when I discovered something devastating. We were losing money on every dollar we invested in customer acquisition. The math simply didn't work.
We shut down shortly after.
That failure taught me that revenue forecasting isn't just an accounting exercise. It's the foundation of every strategic business decision. Since then, I've made it my mission to master revenue modeling for every type of business.
In 2020, I started sharing finance content on LinkedIn, and there's no way I could've imagined that just a few years later, I'd have over 450,000 followers and Microsoft Excel MVP status for my contributions to the finance community.
This has given me a unique view into how challenging it can be for finance professionals to master revenue forecasting when they're stuck using scattered resources and theoretical approaches.
And what I've learned after helping so many people is there's a systematic way to approach any revenue model...
Which is why, after many months of work, I'm incredibly excited to introduce...
I PRESENT TO YOU...
Revenue Forecasting Mastery
(The Complete Strategic Forecasting System)
With 8+ hours of video training housed inside a private members area, showing you the WHY behind the frameworks...
And distilling it all down into the EPN and ARSR systems that you can immediately use in your work.
Holding your hand every step of the way as we move from organizing revenue sources, to mapping customer journeys, to building defendable assumptions.
Lifetime access to course content!30-Day Money-Back Guarantee
Instead of:
Spending weekends anxiously building forecasts you can't defend
Feeling like a fraud every time someone asks about your methodology
Watching colleagues advance while you're stuck doing Excel jockey work
Having your confidence shot after every questioned projection
You'll finally:
Walk into any meeting with unshakeable forecasting confidence
Become the strategic advisor executives turn to for revenue insights
Master the systematic approach that works for any business model
Transform your career trajectory in finance
Giving you the systematic method to master revenue forecasting for any business model as fast as possible - And turning it all into practical skills with real case studies, templates, and frameworks to use immediately in your work.
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Intro & Overview🎥 Why you need a 3 statement model
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Getting Started🎥 Your Tech Stack 🎥 Setting up your file 🎥 Create a template tab (Part I) - Set dates 🎥 Create a template tab (Part II)
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Creating your financial statements🎥 Importing from your accounting software: Income statement 🎥 Importing from your accounting software: Balance Sheet 🎥 Creating them from scratch: Building a Profit & Loss 🎥 Creating them from scratch: Building a Balance Sheet 🎥 Understanding how a Statement of Cash Flows works 🎥 Building a Statement of Cash Flows 🎥 Building an error check
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Putting it all together🎥 Testing all 3 statements 🎥 4 practical examples 🎥 Example #1 - Raising $15m in Preferred Stock 🎥 Example #2 - Raising $5m in convertible note 🎥 Example #3 - Selling a $120k annual contract 🎥 Example #4 - Purchasing inventory with a 3 month cushion 🎥 Closing remarks and next steps...
BONUS: 3 Ready-to-Use Finance & Accounting Templates
Stop wasting hours building financial templates from scratch. You'll get three battle-tested Excel models that typically take weeks to develop: a professional revenue dashboard for executive reporting, a comprehensive SaaS metrics tracker with automated MRR/ARR calculations, and an advanced inventory forecasting system with cash flow timing controls. These plug-and-play templates are immediately ready for your business and save you countless hours of formula building and formatting work.
The Three Types of Finance Professionals Who Need This Course
The Transitioner
The "Stuck" Accountant
Currently trapped in traditional accounting roles, doing historical compliance work. Desperately seeking escape to strategic FP&A roles that shape the future instead of just recording the past.
The Upgrader
The "Struggling" Analyst
Already made it to analyst roles but stuck doing tactical month-end reporting instead of strategic forecasting. Wants to break out of the "Excel jockey" cycle and become a true strategic contributor.
The Strategic Advisor
The Fractional CFO
Experienced professionals serving as fractional CFOs or senior finance leaders. Need advanced forecasting skills to build unshakable credibility with investors, lenders, and board members.
Choose The Right Plan For You
Revenue Forecasting Course
$199
Master the two universal frameworks and targeted Excel skills that transform any finance professional from someone who panics at forecast requests into a strategic advisor who confidently builds bulletproof revenue models for any business type.
Revenue Forecasting Mastery Course – Lifetime Access ($199 Value)
Bonus #1 – Professional Revenue Dashboard Template ($97 Value)
Bonus #2 – SaaS Metrics Forecasting Template ($127 Value)
Bonus #3 – Inventory Forecasting Template ($75 Value)
30-day money-back guarantee
Get All Of My Courses At The Best Price
$697
BEST VALUE
Get all 5 of our most popular courses in one comprehensive bundle. All 5 courses normally cost $1,200 individually. Get the complete bundle for just 649 and save $500
Revenue Forecasting
Excel for Finance & Accounting Professionals course
Financial Modeling Fundamentals course
CFO Excel Dashboard & Reporting course
Accounting Made Easy course
Community Support
30 Day Money-Back "Forecasting Confidence" Guarantee
On top of that, I believe in this course so much, I'm also including a no-questions-asked 30-Day Money-Back "Forecasting Confidence" guarantee.
This gives you a full month to try out the course, apply what you learn...
And if you don't see an immediate impact in your forecasting abilities, if you don't have newfound confidence and excitement every time someone asks you to build a revenue model...
If, after 30 days, you don't see a significant improvement in your professional competence and stop feeling like you're winging it every time, just shoot my team a message and I'll send you 100% of your money back!
No questions asked, no hoops to jump through...
Just make an honest attempt at applying what you learn in this course, and I will literally guarantee a tangible increase in your forecasting confidence!
