Congratulations! You Just Made Two BRILLIANT Career Moves
But there's one more opportunity that could accelerate everything you just started...
First off - what you just did was smart. Really smart.
You now have both the Excel foundation AND the dashboard skills that most finance professionals are missing. You're already ahead of 90% of your peers.
But as I was putting together your courses, I realized something...
The professionals who advance fastest don't just master individual skills. They become what I call "Full-Stack Finance & Accounting Professionals."
The 2 Sides of Finance & Accounting
Accounting = The Back End
Think of accounting like understanding the back end of a codebase.
When you understand how financial statements connect with one another, how debits & credits work, the difference between cash and accrual accounting - you start with an amazing foundation.
Accounting is the language of business. The more you know how to speak it, the better you can manage it.
FP&A = The Front End
Accounting handles the past, while FP&A handles the future. But there's actually a lot more to FP&A - you understand not only how to predict the future, but also how to analyze data.
FP&A is building models where you can tweak a few levers to understand more about where you're going and where you've been. As an added perk - those with an FP&A background are often compensated more than the same role in an accounting department.
Why Being "Full Stack" Changes Everything
I've seen many people choose one of these paths and never look back. An accountant who grows to senior accountant, manager, and one day controller. An analyst who grows to senior analyst, FP&A manager, or VP of Finance.
When you handle just one side of the coin, you miss out on a TON of value in your career.
Here's what happens when you become good at both sides:
If you're an accountant who learns FP&A:
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You learn how to present the figures you're reconciling each month, giving you exposure to the most important people in your company
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You understand the impact of each business activity, allowing you to make quick decisions that drive the business forward
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You get better at Excel and financial modeling
If you're an accountant who learns FP&A:
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You learn how certain numbers were prepared, allowing you to better predict the future
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You understand the processes that cause data to be exchanged across the org, allowing you to improve workflow
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You gain more credibility speaking with investors, board of directors, and the CEO/CFO
That's not to mention the larger compensation you'll almost certainly receive. If you're looking to grow to become a CFO - you have no choice but to learn both sides.
You've already got the presentation and analysis skills covered with Excel and dashboards. But there's something even more valuable I want to offer you...
Access to My Live Monthly Workshops (Normally Reserved for big corporations paying me at least $10k per presentation)
Here's what most people don't realize: courses are great for learning concepts, but live workshops are where you get the advanced strategies that actually transform careers.
This year, I made it my personal mission to teach everything I know to people who are truly hungry for growth. I'm calling it the Full Stack Financial Framework.
For the first time ever, I'm breaking down everything I've learned from working with 40+ startups and solving hundreds of finance and accounting problems in live, interactive sessions.
Here's exactly what we're covering across 3 seasons:
Season 1: FP&A Mastery (February - May)
This is the biggest black box for most people - there are no degrees for FP&A, so how do you break in? We'll cover financial modeling fundamentals, revenue forecasting frameworks, P&L forecasting mastery, and balance sheet projections. This is the exact methodology I use with clients who've raised millions in funding. You'll learn how to build rock-solid 3-statement models and forecast with confidence.
Season 2: Advanced Operations (June - September)
We'll dive into the core skills that transform good finance professionals into invaluable assets. You'll master streamlining month-end close processes, automating complex Excel workflows, advanced dashboarding techniques that make executives pay attention, and tools like Power Query that will save you hours every week. This is where you learn to work smarter, not harder.
Season 3: Strategic Finance (October - December)
By the end of the year, you'll have a complete toolkit covering every aspect of modern finance and accounting - from strategic modeling to data visualization that tells compelling stories. This season focuses on the big picture skills that separate senior professionals from everyone else.
Here's What Makes These Workshops So Valuable:
They're LIVE - Ask questions and get real-time answers to your specific challenges
They're PRACTICAL - Everything you learn can be applied immediately at work
They're COMPREHENSIVE - We're covering the full stack of skills you need
They're RECORDED - Can't make it live? No problem, watch later and catch up
They're INTERACTIVE - Work through real examples and get feedback
Compare this to typical courses: Most courses teach you concepts in isolation. These workshops show you how everything connects in real business situations, with live problem-solving and immediate application.
Complete Your Full-Stack Transformation
Along with the workshops, you're also getting:
3-Statement Financial Modeling course - Master the #1 FP&A skill
Accounting Made Easy course - Learn the language of business
100+ professional templates through Model Wiz that I use daily with my clients
Active community access where you can get help with real work challenges daily
Direct access to me and other experienced professionals - ask questions, get feedback, solve problems
Here's What This Actually Costs
If you tried to get this knowledge elsewhere:
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3-Statement Financial Modeling course: $199
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Accounting Made Easy course: $199
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12 monthly workshops with a fractional CFO: $12,000+ value
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80+ professional templates: $599+ value
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Personal access to experienced professionals: Priceless
Special Complete Transformation Bundle
Since you just invested in becoming a dashboard expert, here's what I'm going to do:
The Board Room community is normally $2,000 for a full year - which includes all my courses, the workshop series, ModelWiz templates, and community access.
Since you already purchased the Excel and Dashboard courses (worth $598), I'm going to discount those from your community price. Plus, I'm taking off an additional $300 just for taking action today.
That means you get the full year of everything - both remaining courses, complete workshop series, community access, 80+ finance and accounting templates I use daily with clients, and direct access to me and other professionals - for just $1,102.
And since it's currently May, you'll get immediate access to all the workshop recordings from February through April, plus join us live for the remaining sessions.