Hey Reader,

Get my top 14 dashboards and 6 modules, free.

They arrive already filled in with your own company's numbers.

All of it comes with my free masterclass on September 3rd.

Let me tell you why I'm doing this.

Almost every business I've worked with needs a proper financial model.

Hardly any of them have one.

And the ones that do usually have a file somebody built two years ago that nobody has had time to touch since.

It's one of the most important tools you can own, and it's also the one that never makes it to the top of the list.

I've given away hundreds of templates over the years trying to fix that.

But I know what happens to most of them…

They get downloaded, opened once, and then they live in your Downloads folder forever.

Because a blank template still needs your data. And your accounts mapped. And a weekend you don't have.

So this time I'm just doing it for you.

Now imagine this…

You open a full financial model on Thursday and it's already running on your own numbers.

You can see where your cash actually goes.

You can project next year and move the assumptions around until it looks right.

You can put something in front of your CEO, your board or your client that they understand on the first look.

And you can finally cross off the thing you've been pushing to next month since March.

Here's how it works.

You register, you connect your accounting data, and a couple of minutes later the model is built.

Your real business. Or your real client. Not my demo company.

Then you drop in whichever dashboards you want, and they land already pulling your numbers.

Cash Out shows the exact week you run out of money.

Spotlight puts any metric or any account on screen, by month, quarter or year to date.

Comparison Financials puts this period against last, side by side.

There are eleven more, plus six modules for headcount, receivables, payables, inventory, deferred revenue and fixed and intangible assets.

Then on the 3rd I go live for an hour.

Not to build anything, because that part is done by the time you show up.

The hour is how the model is put together, how to make it yours, how to walk a room through it, and how to charge more for the work.

One thing before you register.

You have to connect your accounting data before we go live.

QuickBooks Online, Xero and QuickBooks Desktop connect directly. Everything else, you upload a P&L and a balance sheet.

It takes about two minutes.

Without it there's nothing on your screen for us to work on.

And whatever you decide after the week, anything you built is yours to keep.

This one won't end up in your Downloads folder.

​Save your seat here​

P.S. Thursday, September 3rd at 1:00 PM New York time. The 14 dashboards and 6 modules come with the free week of Model Wiz, and connecting your books is what puts your own numbers inside them.

Josh
Your CFO Guy

Your CFO Guy

NEW YORK
United States of America
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