Blog
Interview with Josh Aharonoff!
Interview with Josh Aharonoff One of the things I'm most excited about for this email series is providing access to other business owners in Finance. Everyone... more »
The Actual Big 4
This issue is brought to you by Genius Sheets . Tired of copy/pasting CSV files into your financial model? I was too. Then I found Genius... more »
Charging Hourly vs. a Retainer - Which is Better?
Intro Ah yes, the age-old question. Should I charge by the hour or a monthly retainer? The truth is they both have their ups-and-downs. Let's talk through... more »
Getting Traffic to Your Website
Intro A fundamental theme I talk about a lot in this email series is people need to know you exist. And as a Finance Solopreneur, it starts and ends with... more »
An Intro to Automation - Where To Start?
This issue is brought to you by Thinkific, the platform I've used to help generate over 6 figures in passive income, so I can vouch for it... more »
Build a Basic Website
Intro This is the last step to getting your "core foundation" setup. You've had social media practice, hopefully some reviews, and you've been listening to... more »
Are You Productive or Busy?
Intro Just want to warn you about this early on -- there is a distinct difference between being "busy" and "productive." When we load our day with... more »
A Core Structure for all Your Models
This issue is brought to you by Genius Sheets. Tired of copy/pasting CSV files into your financial model? I was too. Then I found Genius Sheets.... more »
The Easiest Place to Find Your First Client
This issue is brought to you by ConvertKit. Once you begin building a client list, you'll need a regular way to stay in touch and provide updates... more »
The Biggest Mistake I Made Since Starting My Company
This issue is brought to you by The Operating System: Grow & Monetize Your LinkedIn Audience by Justin Welsh. This is the exact course I... more »
The Dark Side of Private Equity
I've been passionate about private equity for as long as I can remember, but it has a dark side too. Let's explore that a bit... Communication It... more »
What is Private Equity and How Does It Work?
What is Private Equity? Private equity is a type of capital investment made by an individual or institution into a privately held company. It can take... more »
7 Ways to Forecast Revenue and Generate Growth
Forecasting Revenue is an essential part of running a successful business. By predicting how much Revenue your company will generate in the future, you can... more »
Various Approaches to Budgeting
Budgeting is an essential part of any business. It allows a company to plan its financial resources and allocate them in a way that helps it achieve its goals... more »
How to use the SUMIF function in excel
If you work with data in Excel, then you know that there are a lot of different ways to calculate sums and totals. The SUMIF function in Excel is one... more »
A Beginner's Guide to the Basics of SEO
Search engine optimization, or SEO, is the practice of increasing the quantity and quality of traffic to your website through organic search engine results.... more »
Forecasting Accounts Receivable to Ensure Financial Health
Forecasting accounts receivable is an important task for any business that needs to understand their cash flow and liquidity. The ability to accurately predict... more »
This super basic Excel trick has saved me from so much pain
This super basic Excel trick has saved me from so much pain.Take a look at the picture on this post ↑I'm adding up 4 numbers.However, BEFORE I sum... more »
My best tip for learning financial modeling
My best tip for learning Financial Modeling? This issue is brought to you by Financial Modeling Education. Learn to build the exact models I... more »
My two cents -- why Bitcoin has value
Here’s why Bitcoin has value — my two cents (get it? 😎) This issue is brought to you by Financial Modeling Education. Learn to build the... more »
The Worst Financial Model I Ever Saw...
The worst financial model I ever saw came from someone with Big 4 experience. This issue is brought to you by Financial Modeling Education. Learn to... more »
Statement of Cash Flows Cheat Sheet
A Statement of Cash Flows (SCF) cheat sheet ⬇️🟢 I like to think of the SCF like a bridge <---->.Specifically — a bridge from:ACCRUAL... more »
3 statement model: the number 1 issue I see...
Here's the 𝗻𝘂𝗺𝗯𝗲𝗿 𝗼𝗻𝗲 𝗶𝘀𝘀𝘂𝗲 I see with 3 statement models:...Using the cashflow statement to reverse engineer the balance sheet.And I see it most ofte... more »
A cash flow forecast doesn't have to be complicated
If I suddenly awoke in the middle of a business and had no idea about anything,know what I'd build first? Hint: it's 𝙣𝙤𝙩 a three statement model.It... more »
How our financial modeling lives change...
So I have no idea who created this image (𝙣𝙤𝙩 𝙢𝙚),but I saw it posted recently and it made me think...It's funny b/c it's true of course (for most... more »