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Read Online Here Hey Reader, Here's what my reporting used to look like. An ugly profit and loss. Rows of accounts and nothing else. So I built three dashboards on top of it. A KPI view, a comparison against prior period and prior year, and a summary view that lets me flip between months, quarters, and years. They looked great. And then next month rolled around… New export, new accounts that weren't there in July, and me relinking every dashboard while my coffee went cold next to me. One to...
Read Online The Tool You Need for Meeting Notes You Can Act On SPONSORED BY WISPR FLOW NOTETAKER If you're still taking your own notes in meetings in 2026, you're working harder than you need to. But a lot of AI notetakers mishear the words that matter most in your business, so your follow-ups repeat the mistake. That's why I run my calls through Wispr Flow Notetaker. It pulls the attendee names from your calendar invite, so no more wall of Speaker 1 and Speaker 2. And it gets the technical...
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...