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Hey Reader, Summarized financial statements are a huge value add in any sort of financial reporting…and they are actually really easy to prepare. If you have the Model Wiz plugin, you can instantly generate dashboards like these right in your Excel file with a few clicks of a button. Today, I'll walk you through the importance of preparing summarized financial statements and provide you with a step-by-step guide on how to create them on your own. What We’re Going to Talk About 1. Exporting...
Hey Reader, I'm not a morning person. Like... at all. I need my beauty sleep. And when I wake up, the absolute LAST thing I want to do is exercise. But here's the thing. Our daughter's arriving next week. Which means early mornings are about to become my new reality whether I like it or not. So I've been forcing myself to hit the gym in the mornings. You know, to prepare. And honestly? It's been rough. But I go to this special gym where we all do classes together. Kind of like CrossFit but...
We were on a call with a high-value prospect — more than a prospect, really. A potential partner who could send us dozens of clients. My COO and I were excited. At one point, I asked, “How are things with your controller?” He laughed and said, “He’s a f***ing moron.” The room went quiet. Did we really just hear that? When we wrapped up, I asked my COO what she thought. “I can’t put our team in front of someone who talks that way about his own people,” she said. She was right. If this is how...