Meet Your CFO Guy

Are you ready to master

the most important FP&A skill there is?

  • Lack an understanding of accounting principles?

  • Struggling to tell the future?

  • Have complex or inefficient spreadsheets?

  • Have an inability to quickly forecast different scenarios?

  • Have difficulty linking financial statements?

  • Lack expertise in Excel?

This is the skill I wish I had when I started my career

Ask anyone who knows FP&A - this is the skill you must master

Learning how to generate a 3 Statement Model has provided the largest ROI of my career.

The 3 Statement Model includes:

  • A Profit and Loss
  • A Balance Sheet
  • A Statement of Cash Flows


These three statements allow you to evaluate a company's historical financials, and tell a story of where the company is going

With each statement, you learn something new and together they provide a full picture of the organization's performance. 

The key is to make the statements dynamic - when you understand how to tie your balance sheet and income statement to each other and then connect both to your statement of cash flows...

That's when the world is at your fingertips.

Harness the amazing power of the 3 Statement Model

  • Understand what happened

  • Understand what's going to happen

  • Create a universal way to view data

  • Analyze different scenarios

  • Get the full picture

  • Dynamically project cash flows

Your Tech Stack

There’s really only one tool that you need to complete a 3 statement model, and that’s Microsoft Excel. But you need to use it wisely.

Creating Templates

Creating template tabs makes it really easy to add more complexities to the model by duplicating them and having a number of formulas already in place.

The Financial Statements

The main event - and where the magic happens.

Get Hands-On Practice Building 3 Statement Models

Enroll Now!

Instructor

Josh Aharonoff, CPA

Founder & CEO of Mighty Digits

I'm Josh Aharonoff, a CPA with a passion for helping startups scale with incredible finance and accounting support. My unique background as a CPA and running my own outsourced finance and accounting company for nearly 4 years has perfectly positioned me to solve complex finance and accounting issues for startups.
I actively advise more than 40 startups each month with their Finance & Accounting, and look forward to sharing with you everything that I've learned along the way.

Course curriculum

    1. Why you need a 3 statement model

    1. Your Tech Stack

    2. Setting up your file

    3. Create a template tab (Part I) - Set dates

    4. Create a template tab (Part II)

    1. Importing from your accounting software: Income statement

    2. Importing from your accounting software: Balance Sheet

    3. Creating them from scratch: Building a Profit & Loss

    4. Creating them from scratch: Building a Balance Sheet

    5. Connecting your Profit & Loss to Your Balance Sheet

    6. Understanding how a Statement of Cash Flows works

    7. Building a Statement of Cash Flows

    8. Building an error check

    1. Testing all 3 statements

    2. 4 practical examples

    3. Example #1 - Raising $15m in Preferred Stock

    4. Example #2 - Raising $5m in convertible note

    5. Example #3 - Selling a $120k annual contract

    6. Example #4 - Purchasing inventory with a 3 month cushion

    7. Closing remarks and next steps...

About this course

  • $99.00
  • 20 lessons
  • 1.5 hours of video content

FAQ

  • Who is this course for?

    I've designed my courses for finance and accounting professionals that want to take their skills to the next level. If you've experienced models that are too complex or that don't show the information you need, this course is for you.

  • What will I learn in this course?

    You will learn the basics of building a three statement model. This will include going over your tech stack, setting up your file and templates, creating a balance sheet, income statement, and cash flows, and then putting them all together.

  • What comes with the course?

    Courses come with easily digestible videos and associated templates so you can put what you learn into action immediately.

  • How long will I have access?

    This course comes with lifetime access. Go through it as quickly as you'd like, and revisit whenever you need to in order to strengthen your skills.

  • Do I have to start the course at a particular time?

    No! Feel free to start the course whenever you're ready.

Master the Art of Financial Forecasting with 3 Statement Modeling

Register Today!

30-Day Money-Back Guarantee

Your CFO Guy is committed to helping you understand the basics of 3 Statement Model. As such, we offer a 30-day money-back guarantee. If you are not satisfied with the course, you can request a full refund within 30 days of your purchase.

To be eligible for a refund, you must have completed the course within 30 days of purchase and must provide proof of course completion. If you have any questions or would like to request a refund, please contact us at [email protected] within 30 days of purchase.

We are dedicated to helping you succeed, and we are confident that the Intro to 3 Statement Model course will help you do just that.