100% Free Live Online Training | Monday, March 30th, 2 PM EST
🚨 FREE LIVE TRAINING FOR VPs OF FINANCE & FRACTIONAL CFOs 🚨
How to Build a Complete Reporting System From Close Through Forecast, Even If Your Current Setup Runs on Duct Tape and Prayer
365d
24h
60m
60s
Your books should close daily. Your model should update in one click. Your dashboards should be ready before anyone asks. This session shows you how to get there without rebuilding what you already have and without any prior experience with automation.
LIVE SHOWUP BONUS:
FREE Ultimate Financial Reporting
What You'll Learn
What a complete financial model actually looks like when it has proper drivers, headcount schedules, deferred revenue waterfalls, and CapEx modules attached, so you can stop wondering what's missing from yours and start closing the gap
How to take a model that's 60% of the way there to 100% without rebuilding from scratch, so you keep everything you've already built while unlocking the schedules and structure you've been missing
How to turn a monthly roll forward from a two hour grind into a single click, so you get that time back for the strategic analysis your board and stakeholders are actually paying you for
What your financial reporting should look like when it's presented to a board, investors, or clients, so you walk into every meeting with dashboards and numbers you're proud to put your name on
Why closing your books monthly is setting your forecast up to fail, and how a continuous close keeps your actuals current so your model reflects reality every day, not a 30 day old snapshot
Meet Your Instructors
Josh Aharonoff, CPA, Microsoft MVP
Founder of Mighty Digits, Your CFO Guy, and Model Wiz. Josh has spent over six years running a 7 figure fractional CFO firm, personally building and managing financial models for 100+ startups including Eight Sleep and Chili Piper. He manages 35 to 40 clients at any given time with a team of 15+. Microsoft awarded him MVP status for his Excel expertise in financial modeling and FP&A. He's one of the top voices in finance and accounting online: 500K+ LinkedIn followers, 50K+ YouTube subscribers, and a daily newsletter reaching 90,000 subscribers with a 35% open rate.
Tom Zehentner, CPA
Director of Growth and Product at FinOptimal, the accounting firm and software company behind Accruer, Booker, and Wrangler. Tom is a CPA who taught himself to code out of frustration with manual accounting processes. Accruer, which accounting firms have called "the underrated app of the year," is the only tool that fully automates prepaid expenses, deferred revenue, and fixed assets directly inside QuickBooks Online, saving firms an average of seven hours per month per client. FinOptimal has been battle testing its products with over 100 clients for nearly a decade, and their automation tools have enabled their own accountants to manage four to five times the client load of a traditional firm.
This Is For You If...
Not For You If...
Your model works but it takes hours to roll forward every month and you know that time should be going toward analysis, not formulas
You have a forecast but you're not confident in the numbers, and every time you present it you feel like something's off
Your model is missing key schedules like deferred revenue, headcount, or CapEx, and you don't have the time or resources to build them yourself
You feel like your model is 60% of the way there but you need to get it to 100, and you don't know where to start without blowing it up and rebuilding
You're spending more time maintaining your spreadsheet than actually advising your clients or leadership team
Your books only close once a month, which means your forecast is running on stale data most of the time
You don't have a financial model and have never built a forecast
You're looking for a generic intro to FP&A
You're not open to rethinking how you manage and present your numbers
Read By
