👇50% off all Financial Modeling Courses this week only.

Theory is great until someone sends you 17 blurry PDFs and says "hey what's our business worth?"

This is the wake-up call that happens in the real world.

Businesses still need cash to operate, and they need profit if they eventually want to sell, but 9 times out of 10 the underlying data is a mess, and the "finance team" isn't sophisticated enough to build a forecast.

That's where YOU come in, right?  Just jump in and "stand up the model."

It's easy enough to understand on paper, but when you open that blank spreadsheet, suddenly, you can just freeze up.

Having spent over 15 years in Private Equity & FP&A, I know exactly how that feels.

When it's just you, some incomplete data, and AI isn't helping at all, how do you move forward?

That's where I can help -- I teach you to build (and own) the financial models that run real companies -- completely from scratch.

(𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘩𝘢𝘵'𝘴 𝘵𝘩𝘦 𝘰𝘯𝘭𝘺 𝘸𝘢𝘺 𝘵𝘰 𝘳𝘦𝘢𝘭𝘭𝘺 𝘭𝘦𝘢𝘳𝘯, especially in an unstructured environment).

This is financial modeling in the real world.

🌐 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 👉 https://www.financialmodelingeducation.com/ 


———

𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁:

🏆 Trusted by over 91,000 students with 4.9/5.0 Star average rating

🏆 Over 100,000 followers on LinkedIn & other social media platforms

🏆 Recognized by Business Insider and Financial Modeling World Cup

🏆 Featured by Wharton Online, Wall Street Prep, & LinkedIn Learning


———

𝗥𝗲𝘃𝗶𝗲𝘄𝘀 𝗳𝗿𝗼𝗺 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗮𝗹𝘂𝗺𝘀:

"𝘛𝘳𝘢𝘪𝘯𝘪𝘯𝘨 𝘪𝘴 𝘧𝘢𝘯𝘵𝘢𝘴𝘵𝘪𝘤..."
⭐⭐⭐⭐⭐

"𝘉𝘦𝘴𝘵 𝘮𝘰𝘯𝘦𝘺 𝘦𝘷𝘦𝘳 𝘴𝘱𝘦𝘯𝘵..."
⭐⭐⭐⭐⭐

"𝘈𝘣𝘴𝘰𝘭𝘶𝘵𝘦 𝘨𝘢𝘮𝘦 𝘤𝘩𝘢𝘯𝘨𝘦𝘳..."
⭐⭐⭐⭐⭐

"𝘉𝘦𝘴𝘵 𝘤𝘰𝘶𝘳𝘴𝘦 𝘐'𝘷𝘦 𝘵𝘢𝘬𝘦𝘯 𝘰𝘯𝘭𝘪𝘯𝘦..."
⭐⭐⭐⭐⭐

"𝘔𝘰𝘴𝘵 𝘤𝘰𝘮𝘱𝘳𝘦𝘩𝘦𝘯𝘴𝘪𝘷𝘦 𝘤𝘰𝘶𝘳𝘴𝘦 𝘐'𝘷𝘦 𝘵𝘢𝘬𝘦𝘯..."
⭐⭐⭐⭐⭐

"𝘐 𝘩𝘢𝘷𝘦 𝘵𝘢𝘬𝘦𝘯 𝘴𝘦𝘷𝘦𝘳𝘢𝘭 𝘮𝘰𝘥𝘦𝘭𝘪𝘯𝘨 𝘤𝘰𝘶𝘳𝘴𝘦𝘴, 𝘵𝘩𝘪𝘴 𝘰𝘯𝘦 𝘪𝘴 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵..."
⭐⭐⭐⭐⭐

🌐 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 👉 https://www.financialmodelingeducation.com/

Chris Reilly

Private equity & FP&A veteran that teaches you to build the financial models that run real companies | 🎓 91,000+ students

This simple Gantt chart helped me navigate a bunch of due diligence in PE.  Grab a copy & modify as needed 👇

~~~
📥 Here's the template 👉 https://lnkd.in/eDJqaFfR 
~~~


𝗧𝗵𝗲 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗦𝘁𝗲𝗽𝘀:

𝟭. 𝗥𝗲𝘃𝗶𝗲𝘄 𝘁𝗵𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗲𝗮𝘀𝗲𝗿

Examine the initial pitch highlighting the company's value proposition.


𝟮. 𝗦𝗶𝗴𝗻 𝗡𝗗𝗔

Protect sensitive information with a Non-Disclosure Agreement.


𝟯. 𝗥𝗲𝘃𝗶𝗲𝘄 𝗖𝗜𝗠

Analyze the Confidential Information Memorandum for key business insights.


𝟰. 𝗕𝘂𝗶𝗹𝗱 & 𝗠𝗮𝗻𝗮𝗴𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹

Create and maintain a financial model to assess the deal's viability.


𝟱. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆

Determine the growth potential within the target industry.


𝟲. 𝗖𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Assess company culture compatibility for integration.


𝟳. 𝗦𝘂𝗯𝗺𝗶𝘁 𝗜𝗢𝗜 / 𝗟𝗢𝗜

Express acquisition interest with an Indication of Interest or Letter of Intent.


𝟴. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀

Engage in discussions with the target company's leadership.


𝟵. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗼𝗳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 (𝗤𝗼𝗳𝗘) 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀

Examine the consistency and quality of the company's earnings.


𝟭𝟬. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Validate the target's market position and competitive advantage.


𝟭𝟭. 𝗦𝗼𝘂𝗿𝗰𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴

Secure necessary funding to execute the acquisition.


𝟭𝟮. 𝗔𝘀𝘀𝗲𝘀𝘀 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗥𝗶𝘀𝗸𝘀

Evaluate potential risks in operations and technology.


𝟭𝟯. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗘𝗦𝗚 𝗙𝗮𝗰𝘁𝗼𝗿𝘀

Consider the company's environmental, social, and governance performance.


𝟭𝟰. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗧𝗲𝗮𝗺 𝗮𝗻𝗱 𝗛𝗥

Assess the competence and fit of the company's leadership and employees.


𝟭𝟱. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗟𝗲𝗴𝗮𝗹 𝗮𝗻𝗱 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲

Verify adherence to relevant laws and regulations.


𝟭𝟲. 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗮𝗻𝗱 𝗦𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Examine key relationships for potential risks and synergies.


𝟭𝟳. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗣𝗼𝘀𝘁-𝗠𝗲𝗿𝗴𝗲𝗿 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻

Plan for a smooth and efficient post-acquisition transition.


𝟭𝟴. 𝗙𝗶𝗻𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴

Finalize terms, financing, and overall deal structure.


𝟭𝟵. 𝗖𝗹𝗼𝘀𝗲 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹

Complete the acquisition and begin the integration process.


💡𝗡𝗢𝗧𝗘:

This won't cover everything, so 𝗮𝗱𝗷𝘂𝘀𝘁 𝘁𝗵𝗲 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲 𝗮𝘀 𝗻𝗲𝗲𝗱𝗲𝗱.

You can see the "modeling portion" lasts throughout diligence.

I can teach you to build it here: https://bit.ly/FMECourses

Great to join Paul Barnhurst on Financial Modeler's Corner!  We talked AI, dynamic arrays, and the future of modeling.

A couple key takeaways:

🔹 Build at least ONE three-statement model from scratch before touching AI - you'll learn accounting, finance, and business understanding simultaneously.
 
🔹 AI in experienced hands is powerful - but those hands need fundamental knowledge to validate outputs and catch hallucinations.

Listen to the full episode here: https://lnkd.in/gNrtTMvX

Which part of a three statement model trips you up the most?
Full quiz here 👉 https://lnkd.in/eccYpT-R

Which part of a three statement model trips you up the most?

The author can see how you vote. Learn more

Josh Aharonoff, CPA

Fractional CFO | Founder & CEO at Mighty Digits | Follow Your CFO Guy for Finance & Accounting tips!

I build tools that make financial reporting effortless — starting with Model Wiz, the Excel-based FP&A platform used by accounting firms, founders, and CFOs. 

I also teach finance and Excel to a community of 400,000+ across YouTube, LinkedIn, and my newsletter. 

When I’m not creating, I work as a fractional CFO helping companies turn their financial data into action.

Check out some helpful resources here:

🔗 www.modelwiz.com - Get beautiful dashboards + forecast right in your excel file

🔗 www.yourcfoguy.com - Learn Finance & Accounting like you’ve never seen before

🔗 www.mightydigits.com - Get hands on support

CEO and Founder

Mighty Digits is a consulting firm specializing in Accounting and Finance services for early stage startups. Services include Financial modeling, Month end Close, AP / AR Management, Payroll, Compliance Filings and more.

12 Ways to present a P&L

1. 📔 ACCRUAL basis
❔ What it is → showcases income when earned, expenses when incurred
💡 Why it’s valuable → gives you a more practical understanding of what’s actually happening

2. 🤑 CASH basis 
❔ What it is → showcases income when cash is received, expenses when cash is paid
💡 Why it’s valuable → simple to prepare / understand

3. 📂By CLASS
❔ What it is → showcases your activity based off of tags
💡 Why it’s valuable → using tags, you can add a 3rd dimension to your data

4. 🗓️MONTHLY
❔ What it is → showcases your information on a month to month basis
💡 Why it’s valuable → allows you to understand what’s happening over a short time window

5. 🗓️ QUARTERLY
❔ What it is → showcase your information on a quarter by quarter basis
💡 Why it’s valuable → allows you to identify trends & seasonality across the year

6. 🗓️ ANNUALLY
❔ What it is → showcase your information on an annual basis
💡 Why it’s valuable → helpful in seeing where you’ve been, and where you’re going

7. % of REVENUE
❔ What it is → divide each section of your P&L by revenue
💡 Why it’s valuable → helps you understand what are the biggest drivers of your business activity

8. 📁 By CATEGORY
❔ What it is → showcase your P&L based off of cost type, or summary groupings
💡 Why it’s valuable → gives you a zoomed out view of what’s happening, allowing you to drill deeper where necessary

9. 👥 By DEPARTMENT 
❔ What it is → showcase your activity based off of each department’s activity
💡 Why it’s valuable → allows you to understand what area of your business is consuming your resources

10. 🕧 vs LAST PERIOD
❔ What it is → showcases your activity as compares to last period
💡 Why it’s valuable → understand how you are progressing each month

11. ❓ vs BUDGET
❔ What it is → show what happened vs what you thought would happen
💡 Why it’s valuable → gives you confidence & insights into where your assumptions are accurate vs need adjustment

12. 📅 vs LAST YEAR
❔ What it is → compare your results against the same time period last month
💡 Why it’s valuable → allows you to compare seasonality, and how much you’ve grown in 12 months

===
Those are my 12 ways to present a P&L!

What are some other ways that you present your P&L?

Join us in the discussion in the comments below 👇

Building World-Class Financial Models in Minutes | 450K+ Followers | Model Wiz

I've built dashboards for 100+ companies. These are the 10 that actually get used.

Not the ones that look pretty in a presentation. The ones leadership opens every month without being asked. Big difference.

Let me walk you through them.

→ Summarized P&L, Balance Sheet, and Cash Flows

The big three. Custom mappings across any time period. If your leadership can't see these in one view, you're making them work too hard. And trust me, they'll let you know.

→ Budget vs Actuals

This is where the real conversations happen. Variances, trends, what's off and why. I've never worked with a company that didn't need this one. Not once.

→ KPI Dashboard

The 8 metrics that actually matter. Compared against prior period and prior year. No fluff, no vanity numbers. Just the stuff people make decisions with.

→ Comparison Financials

P&L with custom mappings against prior period and prior year. One glance tells you if things are getting better or worse. Your board will love you for this one.

→ Profit Margins

Gross, operating, net. All in one place. If you're not tracking margin trends, you're flying blind. I learned this the hard way early in my career.

→ Executive Summary Dashboard

P&L and cash flows with custom commentary. This is the one the board actually reads. Everything else? They skim. This one they study.

→ Cash Out Dashboard

Projected cash out date, current cash, monthly burn, runway remaining. If you're a startup, this one isn't optional. It's survival.

→ SaaS Metrics

MRR, ARR, churn, retention. If you're running a subscription business, these numbers run your life. You probably check them more than your text messages.

Here's the thing most finance teams get wrong. They build way more dashboards than anyone needs. Dozens of tabs, fancy charts, color everywhere. Then wonder why nobody looks at them.

Start with these 10. Add more only when someone actually asks. You'll be surprised how rarely that happens.

Now here's the thing. Even if I gave you all 10 templates right now, you'd still spend hours importing data, fixing formulas, and making sure everything ties. I've been there. It's painful.

That's why I built Model Wiz. It's a free Excel add-in that connects to your QuickBooks, pulls your data automatically, and generates all 10 dashboards with one click. No manual imports. No broken formulas. Just your numbers, ready to go.

Which dashboard does your team rely on most?

I used to lose an entire day just updating last month's numbers.

Not because the model was complicated. Because I hadn't built it to survive the roll forward.

Most models break the same way every month. A new account shows up that your formulas don't recognize. Someone inserts a row and half your references shift. The dashboard pulls from the wrong period and nobody catches it until the board meeting.

After rebuilding the same things over and over, I started doing a few things differently.

→ Keep your raw data on its own tab. Never mix imports with formulas.

When you paste new data into a tab full of calculations, you're asking for trouble. I keep one tab that's only for QBO exports. Everything else references that tab. When I update the data, the model updates itself.

→ Use named ranges instead of cell references.

Formulas that point to B14:B87 break the moment someone adds a row. Named ranges don't care where the data moves. Define them once and your formulas stay intact no matter how the structure shifts.

→ Build your formulas to expect new accounts.

SUMIF and XLOOKUP don't break when new line items show up. VLOOKUP with a hardcoded range does. I stopped writing formulas that assume the data stays the same. It never does.

→ Lock your periods in one place.

If your current month is referenced in 40 different formulas, you're updating 40 cells every roll forward. I use one cell that says "December 2024" and everything else points to it. Change it once, the whole model follows.

These changes cut my roll forward time in half. But I still wanted it faster.

At Model Wiz we handle all of this with one button. Click Roll Forward and it moves the timeline, detects new accounts, preserves your formulas, and keeps your dashboards intact. Two minutes and you're done.

What's the most annoying part of your roll forward?

A former Uber and Plaid product leader just raised $23M to automate the most hated workflow in finance. Here's why every CFO should pay attention.

The company is called Stacks. Lightspeed led the round.

And if you've ever lost weeks of your life to month-end close, you already know why this matters.

Reconciliations. Journal entries. Variance analysis. Reporting workflows. All manual. All repetitive. All soul-crushing.

Stacks automates the entire thing.

Now here's what actually caught my attention.

→ 30+ enterprise customers globally

→ 100,000+ hours saved annually

→ Close cycles reduced by up to 50%

Read that last one again. 50%.

The founder, Albert Malikov, built product at Uber and Plaid. He watched finance teams stay stuck in spreadsheet hell while every other function got AI upgrades.

So he fixed it.

The platform connects to your ERP, pulls external data, and builds a unified financial view. Then it handles reconciliation, categorization, and variance investigation. With explainable, account-level analysis.

Your team stops doing grunt work and starts doing strategic work. You know, the stuff you actually got hired for.

They just launched AI Flux Analysis. It automates variance investigation and kills those spreadsheet commentary reports nobody wants to write. We've all been there.

But here's the bigger picture.

Close automation is just the entry point. The real vision? Transform finance from a backward-looking reconciliation function into a real-time, insight-driven strategic partner.

Manual → agentic. Spreadsheets → AI-native systems. That's where this is going.

Congrats to Albert and the Stacks team on the raise.

Full announcement from Albert in the comments.

This post is sponsored by Stacks.

Brand partnership • Building World-Class Financial Models in Minutes | 450K+ Followers | Model Wiz

"How's cash looking?"

If that question makes you nervous, you need this dashboard. Every finance leader gets asked this. Most scramble for the answer.

Let me show you what I mean.

Four KPIs at the top. Revenue, COGS, Opex, Ending Cash. Each one shows where you are and how it compares to last year. Green means up. Red means down. No digging required. Your board can read it. Your CEO can read it. Even your cousin who "works in finance" can read it.

Below that, a 12-month trend chart. You can see exactly where things are heading. Revenue climbing? Great. Cash dropping? Problem. Both visible in the same view. No tabs. No hunting. No "give me a second."

Here's the thing. I can't tell you how many times I've walked into a meeting where someone asks "how are we doing?" and the finance lead starts pulling up tabs. Five spreadsheets. Three exports. A pivot table from last week that may or may not still be accurate. Classic.

By the time they find the answer, the room has moved on. Or worse, someone else answers for them. That's not a good look.

This dashboard fixes that. One glance. Full picture. Conversation moves forward.

The numbers in this example tell a story. Revenue up 67%. Opex up 78%. Cash down 87%. That's a company growing fast but burning faster. You see it immediately. No one has to explain it. The dashboard does the talking.

That's what a good dashboard does. It makes the answer obvious before anyone asks the question.

I built this one inside Model Wiz. It's a free Excel add-in that connects to your QuickBooks, pulls in your data, and generates dashboards like this one automatically. No formulas to build. No templates to customize. Just connect and go.

What's the first question your CEO usually asks?

When I started my fractional CFO firm almost 6 years ago, I kept hearing the same thing 📢

"Hire slow, fire fast."

I spent a lot of time struggling with this saying.

Why should I hire slowly when my business is moving 100 MPH?

Why should I fire someone fast, and what message will that send to team morale?

I prided myself on being a people-first organization.

Wasn't going to let any boilerplate saying dictate the type of CEO I'd become.

As time grew, however, I started understanding what the phrase really meant.

Now I'm a believer in everything it says.

➡️ YOUR PEOPLE ARE EVERYTHING

When setting our company core values, #1 was a breeze to choose.

"Respect trumps all."

I had several career experiences where people I worked with were nasty.

Sometimes a manager, other times a coworker.

The feeling left me tense, anxious, sad, trapped.

Your work is huge part of your life.

When you work with someone who treats you poorly, it affects you during work and even when you go home.

I promised myself I'd never create that environment when managing others.

It's close to impossible for consulting firms to scale without heavy investment in people.

Your staff isn't just people who "get the job done."

They represent you, allow you to work on bigger picture, outperform you where you're weak.

They collectively make your organization stronger.

➡️ HIRE SLOW MEANS PROPER DUE DILIGENCE

Hiring is challenging, time intensive, expensive.

Even under best circumstances, you're still at risk of hiring wrong person.

Technical skills are just one part...there's people skills, where they are in life, what they're experiencing outside work.

Some want casual 9-5, others want environment to grow quickly in chaos.

Some seek incredible meaning, others just want big paycheck.

None are right or wrong...just matter of finding right fit both sides.

Here are costs of hiring wrong person:

Lost investment in training time and resources.

Negative morale when employee becomes disgruntled.

Expensive severance packages plus salary while employed.

Risk of employee litigation if terminations aren't handled correctly.

Missed company targets due to underperformance.

➡️ FIRE FAST DOESN'T MEAN HEARTLESS

Taking quick action doesn't need to mean letting someone go immediately.

Unless there are financial constraints, everyone should get performance improvement plan opportunity.

This protects from wrongful termination lawsuits.

Gives employee time to consider options for another role.

Communicates to team that you invest in people's success.

When someone isn't right fit after feedback, PIP, and still not performing...time to part ways.

If employee is poor cultural fit, part ways before their morale affects others.

If underperforming, part ways before best performers feel they're compensating with extra work.

Cost of working with wrong person is too large.

Have you struggled with balancing people-first culture and business needs?

5 SaaS Finance Templates I Charge $180+ For Are Yours for Free This Week
Register for my free masterclass with Maxio and get all five 👉 https://lnkd.in/ed7pWgHy

I built these templates over years of working as a fractional CFO with SaaS companies at every stage.

Every engagement had the same gap. The metrics existed somewhere, scattered across billing systems, spreadsheets, and dashboards nobody trusted.

ARR calculations that didn't match between finance and sales. 

Deferred revenue schedules built on formulas that broke every time someone added a new contract. SaaS P&Ls that took a full day to rebuild for board meetings.

So I built a set of templates that cut SaaS reporting from days to minutes. And I've refined them through every client engagement since.

Here's what you're getting:

✅ ARR, MRR, and Logo Forecasting Template that lets you project revenue and customer count with real assumptions your board can trust

✅ ARR Calculation Dashboard showing exactly where your recurring revenue stands across new, expansion, contraction, and churn

✅ SaaS P&L Template built for subscription businesses so your financials actually make sense to investors

✅ Deferred Revenue Template that tracks and recognizes subscription revenue without the manual reconciliation that eats your weekends

✅ SaaS Metrics Template covering CAC, LTV, ACV, and more so you always know which levers move the business

On Wednesday, March 4th at 1:00 PM ET, I'm hosting a free masterclass with Maxio where I walk through all five live.

You'll see exactly how each one works. How to plug in your own data. And how to adapt them to your specific setup.

Here's what else we'll cover:

→ How to build an ARR forecast you can defend in a board meeting

→ The exact process for tracking deferred revenue without breaking your formulas

→ Why most SaaS P&Ls confuse investors and what yours should look like instead

→ Where manual metric tracking falls apart and what the modern toolkit looks like in 2026

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Register here and get all 5 templates 👉 https://lnkd.in/ed7pWgHy

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The Battle

Chris Reilly

Josh Aharonoff, CPA

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Engagements

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Chris Reilly's LinkedIn Performance

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