Hey Reader, A company once hired me for $15,000 a month to get their financial reporting in order. They had just raised close to $20 million. Things were fast paced. My team worked day and night to pull together everything they needed. And all of it was powerless. Not because we got the math wrong. Because the data couldnโt be trusted. They had information coming from their accounting software, their database, and their vendors. All three conflicted with each other. That engagement changed...
2 days agoย โขย 7 min read
Most financial models are built to look right on day one. Then they break the second you change an input. Which is why finance teams quietly rebuild them from scratch every month, even when nobody admits to doing it. Carl Seidman is one of the people I would point you to first on exactly this problem, and he is doing a session on it at the Strategic Finance Summit on July 14. You might know Carl from his modeling content on LinkedIn. A lot of his work over the past few years has been helping...
10 days agoย โขย 1 min read
Hey Reader, Today we're building a beautiful sales dashboard. The dashboard we're building today And here's what I love about this one. It doesn't matter if I'm talking to the CEO, the board of directors, investors, or department heads. Everyone loves sales. And presenting it in a beautiful dashboard? That adds tremendous credibility. But here's the thing. We're not just building a dashboard today. There are Excel techniques in here that you can use across any template you'll ever build. And...
about 1 month agoย โขย 7 min read
Hey Reader, For the first 6 months I posted content, nothing worked. Posts got no traction Engagement was flat And I seriously considered quitting more than once At the time, there was no audience, no momentum, and no real signal that this was worth continuing. Only 5 likes...with almost all coming from our team ๐
Then one small decision changed everything. I had commented on a post from another creator who was slightly ahead of me. He reached out and suggested we hop on a call. I almost...
about 2 months agoย โขย 6 min read
Hey Reader, I was 18, doing my own laundry for the first time in my life. Sounds ridiculous, right? But that's the reality. I had spent my entire life at home where everything was handed to me. Then I went abroad for a year and suddenly I'm figuring out how to buy groceries, cook meals, and not destroy my clothes in the washing machine. But here's what actually mattered about that year. For the first time ever, I had space to slow down. And in that space, I asked myself a question I had...
4 months agoย โขย 7 min read
Hey Reader, As we close out 2025, I've been doing a lot of reflecting. Not just on what went right - but on what went wrong. Because if I'm being honest, this year humbled me in ways I didn't expect.I made mistakes. I got called out. I had to rethink how I approach almost everything. And while it wasn't always comfortable, those lessons ended up being the most valuable part of my year. So today, as we head into 2026, I want to share five things 2025 taught me the hard way. What Weโre going to...
6 months agoย โขย 7 min read
There were eight of us in that classroom. Eighth grade. "Remedial science." A polite way of saying: these students don't get it. I remember staring at the poster on the wall - pictures of cells, diagrams of atoms - and feeling embarrassed. Everyone else seemed to understand this stuff. Why didn't I? The teacher would explain mitochondria - "the powerhouse of the cell" - and I'd just sit there. What does that even mean? I couldn't picture it. Couldn't visualize any of it. Biology was abstract....
6 months agoย โขย 6 min read
Hey Reader, I used to check my bank account way too often. We'd finish client work, send the invoice, and then... I'd just wait. Checking QuickBooks every couple days to see if payment came through. Wondering if I needed to send another reminder. It wasn't just the waiting. It was the mental space it took up. I'm trying to work on forecasts for clients but I'm thinking about who still owes us money. I see the same thing with so many of the firm owners and consultants I talk to. Accountants,...
6 months agoย โขย 1 min read
The client reached out and said, "Josh, our customer wants a discount. Can I still record the revenue on this deal?" Honestly? I wasn't really sure. My team didn't know either. And the client needed an answer fast. So I opened ChatGPT and explained the situation. Within two minutes, I had an answer. But I wasn't about to just copy and paste it... I mean, let's be real, ChatGPT probably hallucinated half of it. So I asked for the source. Then I actually read it. And there it was. The...
7 months agoย โขย 8 min read
Hey Reader,Back in college I joined the fencing club. I'd never fenced before, but I loved reading books like The Three Musketeers and The Count of Monte Cristo. I thought... how cool would it be to learn how to handle a sword? A few weeks in, I was getting the hang of it. Moving faster. Feeling confident. Then the instructor told me to stop. "Take off your mask," he said. "You're going way too fast. You still need to learn the fundamentals." Then he said something that completely changed how...
7 months agoย โขย 8 min read