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Daily Finance & Accounting Tips
Sign up now to join a community of 80,000+ people who receive my curated selection of the most exciting and thought-provoking content straight to your inbox every week!
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 couldn’t be trusted. They had information coming from their accounting software, their database, and their vendors. All three conflicted with each other. That engagement changed...
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...
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...