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.

I Asked Claude to Build an Excel Dashboard
People keep saying AI can't handle real financial work.

So I gave Claude a prompt to build a department headcount dashboard (Full prompt in the comments)

20 minutes later...

I'm staring at a fully functional dashboard.

→ What I Asked For

A department dashboard where each manager only sees their team's data.

Dropdown selector. Select "Finance" and everything updates.

Auto filtering tables. KPI cards. Cost breakdowns.

→ What Claude Built

Look at the image in the bottom right corner...this is what Claude gave me.

Source table with employees across Finance, Marketing, Sales, Product, Ops.

The dropdown works. Select a department and boom...everything updates.

Filtered table using the FILTER formula. Dynamic arrays that spill based on selection.

KPI cards that calculate automatically from the filtered data.

Cost breakdown by category. Formulas linked properly.

Clean professional structure.

But here's the thing...

→ Then I Made It Mine

The main image shows what happened after a few tweaks.

Brand colors. Some formatting adjustments. A few design touches.

Now it's world class. Presentation ready. Something I could send to executives TODAY.

That's the power here.

Claude handles the heavy technical lifting. The formulas. The structure. The logic.

You bring the polish. The brand. The final touches that make it yours.

→ What Got Me

It understood dynamic arrays and used them correctly.

The FILTER formula isn't basic. Most finance pros spend hours googling tutorials for this.

It structured everything right from the start. No trial and error. No debugging formulas.

The design thinking... KPIs at top, details below, breakdown on side. Exactly how I build them.

→ Here's What I Keep Thinking

My whole career, I've believed Excel is the most important skill in finance.

Still do.

But with tools like this? You can cut the learning curve MASSIVELY.

You don't need months mastering advanced formulas. Skip straight to using them.

Focus on the business know how. What does this dashboard need to show? What decisions will it drive?

If you know WHAT you want and WHY it matters...Claude handles the HOW.

That's not replacement. That's amplification.

→ The Real Shift

If you implement this in your workflow...use it step by step like a coach handling technical execution while you guide strategy...

That's where it gets powerful.

Every finance team rebuilds the same stuff. Headcount dashboards. Budget trackers. Revenue breakdowns.

The repetitive setup? Claude does it in minutes.

You bring the context. The judgment. The customization.

Transform your financial workflows with Claude, get started at https://lnkd.in/efHYM8VD

What dashboard should I build next?

#ClaudePartner

This post is sponsored by Anthropic.

Brand partnership • The Guy Behind the Most Beautiful Dashboards in Finance & Accounting | 450K+ Followers | Founder @ Mighty Digits

CEO @ Modern Outbound | Generating $18M+ in pipeline every month for B2B companies

Cold email alone doesn’t build pipeline. Posting generic blogs on company pages isn’t demand generation.

Most growth teams still treat outbound and marketing as separate worlds. One chases leads. The other builds awareness. Then everyone wonders why neither is driving real pipeline.

At Modern Outbound, we connect those dots.

We help growth teams turn outbound into a demand engine where content, outbound messaging, and paid channels work together instead of operating in silos.

We believe growth happens when:
• Outbound amplifies your content instead of competing with it
• Social and email create consistent touchpoints that warm up prospects before sales ever reaches out
• Intent data and personalization make ABM outreach feel relevant, not random
• Attribution shows what’s driving conversations, not just impressions or clicks

The result: outbound stops feeling like spam, marketing stops feeling disconnected, and the entire growth function starts driving measurable revenue together.

We’re not another SDR agency. We’re an embedded growth partner that builds a cohesive outbound + demand system that scales, converts, and compounds.

Our specialists go deep in:
➡️ Outbound tech and deliverability
➡️ Campaign strategy, signals, and triggers
➡️ Copywriting and creative testing
➡️ Posting strategy and ad management
➡️ Attribution, reporting, and data infrastructure

What happens when outbound and demand gen finally align:
🔥 300+ companies supported, generating hundreds of millions in pipeline
🚀 30%+ of total pipeline sourced through Modern Outbound systems
💰 Bootstrapped to 7+ figures in 3 years by doing exactly what we preach

If you’re leading growth and want to turn outbound into a true demand engine that expands your reach, warms up buyers, and drives measurable pipeline, let’s connect.

Joel Graber

just saw a post where someone claimed they replaced a $500k/year marketing team with a $300/month “autonomous AI machine.”

that line alone should trigger skepticism.

because every time I see a post like that, it’s the same pattern: the person making the claim is also selling the “do-it-all” AI agent.

i’ve popped the hood on a lot of these systems and they're mediocre and grossly underdeliver. 

and in some cases, they’re actively dangerous to the brand.

i get it....there’s enormous pressure right now to cut costs.

but just because an AI agent claims it can do everything on automation: 
- build lists + messaging
- connect multi-channel systems together 
- set up mailboxes (+ magically manage deliverability)
- write & A/B test copy
- decide winners
- launch new campaigns
- post on LinkedIn
- apply even a basic level of sales/marketing strategy
- make calls
- log CRM activity
- respond to prospect replies
- book meetings

…all inside a $300–$500/month workflow....doesn’t mean it actually works.

i’m watching competitors sell these shiny “autonomous” systems every day and behind the scenes they quietly fall apart.

context gets lost, judgment disappears, brands get diluted, prospects get burned.

i’ve intentionally kept my pricing reasonable for years because I always want our services to be sustainable over the long haul for growing businesses/startups. 

what worries me isn’t AI...it’s the wave of fly-by-night agencies that launched 4 months ago and claim they’ve “figured it all out” with fancy/haphazard AI workflows.

please don’t get blinded by the light...it’s tempting to believe all your marketing problems can be solved for a few hundred dollars a month.

but this is your company, your department, your brand, your reputation.

vet harder than ever.

AI is a multiplier, not a replacement for thinking and real talent.

Founder @ Modern Outbound I Investor | ex-BlackRock / JPMorgan

Apparently we were top 1% of Clay users for 2025 (specifically the Claygent feature). 

Kinda funny because I’ve never had a call with Clay, never emailed them, no partner deal, no rev share, no “Claygency” badge.

And honestly I’m good with that. We just use the platform hard. Clients love the output. We're in it for results, not glory.

For the last 6 years running modern outbound, we’ve been a service-first agency.

 – We don’t push tools
 – We don’t sell platforms
 – We don’t care what’s trendy

We obsess over the best possible stack so our clients don’t have to. Then we become the quietest power users in the room.

No hype.
No affiliate links.
No side deals.

Just deep execution as long as it drives results.

If you’re choosing tools based on partnerships instead of performance…your clients feel it.

Results > relationships. Always.

taplio

The Battle

Josh Aharonoff, CPA

Joel Graber

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taplio

The Battle

Josh Aharonoff, CPA

Joel Graber

Followers

Posts

Engagements

Likes

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);}Josh Aharonoff, CPA's LinkedIn Performance

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