Josh Aharonoff (Your CFO Guy)
Josh Aharonoff (Your CFO Guy)
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Starting my Accounting firm changed my life...and it will change yours too
Become a Ramp Partner:
ramp.com/accounting-partnerships?
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Join my fractional CFO Community:
www.yourcfoguy.com/community
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Access 100+ accounting & finance templates:
www.modelwiz.com
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In this video, I'll show you how I transformed my accounting career from being let go at a Big 4 firm to building my own successful accounting practice over five years.
Watch as I break down the essential steps to start your firm, from selecting profitable services like fractional CFO work to setting up the right legal structure.
Learn some of my proven strategies for scaling efficiently, including how I use modern tools and automation to deliver exceptional value to clients.
⏱️ Timestamps:
00:00 Introduction
00:24 My Backstory
04:54 How to find clients for your accounting firm
07:27 How to pick the right service
09:47 Administrative Tasks
10:46 Ending Notes
ABOUT THIS CHANNEL
Looking to level up your career in Finance & Accounting? You're in the right place. Each week I upload videos around Accounting, FP&A, and Excel to help you grow in your career and learn something new.
⚡️ Check out my channel here: / @yourcfoguy
Don’t forget to subscribe!
🔎 FIND ME AT
www.yourcfoguy.com
➡️ Subscribe to my Newsletter!
www.yourcfoguy.com/newsletter
🔗 FOLLOW ME ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
LinkedIn: / joshaharonoff
Twitter: / yourcfoguy
#excel #copilot #accounting #entrepreneurship #entrepreneur #dashboards #finance #financeandaccounting #Accounting #accountingprofessionals #tutorial #yourcfoguy
Переглядів: 671

Відео

I built 4 BEAUTIFUL Dashboards with Excel's Copilot
Переглядів 7 тис.День тому
GET THE DASHBOARDS FROM THE VIDEO: yourcfoguy.kit.com/copilot-dashboards Access 100 accounting & finance templates: www.modelwiz.com Learn every single feature in Excel with my newest course www.yourcfoguy.com/courses/everything-you-can-do-in-excel Microsoft Copilot just rolled out new features that can turn hours of work into minutes, especially if you're not an Excel expert. After investing m...
ACCOUNTANT EXPLAINS: How to do Bookkeeping like a PRO (step-by-step guide)
Переглядів 4,2 тис.21 день тому
ACCOUNTANT EXPLAINS: How to do Bookkeeping like a PRO (step-by-step guide)
I asked ChatGPT to do my CFO job...and it worked
Переглядів 1,3 тис.Місяць тому
I asked ChatGPT to do my CFO job...and it worked
Build a DYNAMIC budget with POWER QUERY
Переглядів 7 тис.Місяць тому
Build a DYNAMIC budget with POWER QUERY
How to build EVERY Excel Chart in 83 minutes
Переглядів 4,7 тис.Місяць тому
How to build EVERY Excel Chart in 83 minutes
Choosing Accounting was the BEST investment of my life
Переглядів 1,4 тис.2 місяці тому
Choosing Accounting was the BEST investment of my life
I Built the Ultimate ONE CLICK Dashboard (free template)
Переглядів 94 тис.3 місяці тому
I Built the Ultimate ONE CLICK Dashboard (free template)
Accounts Payable Explained (FULL GUIDE)
Переглядів 3,1 тис.3 місяці тому
Accounts Payable Explained (FULL GUIDE)
4 CRUCIAL Accounting Topics that you NEED to know
Переглядів 1,9 тис.3 місяці тому
4 CRUCIAL Accounting Topics that you NEED to know
25 Tips & Tricks to Make you an Excel WIZARD
Переглядів 9 тис.4 місяці тому
25 Tips & Tricks to Make you an Excel WIZARD
How the Profit & Loss CONNECTS to the Balance Sheet
Переглядів 2,4 тис.4 місяці тому
How the Profit & Loss CONNECTS to the Balance Sheet
Everything you need to Know About Accounts Receivable
Переглядів 2,5 тис.4 місяці тому
Everything you need to Know About Accounts Receivable
Build a Breakeven Dashboard in Excel
Переглядів 4,3 тис.4 місяці тому
Build a Breakeven Dashboard in Excel
10 Common Adjusting Journal Entries
Переглядів 1,2 тис.4 місяці тому
10 Common Adjusting Journal Entries
How to Build a PivotTable Profit & Loss in Excel
Переглядів 8 тис.4 місяці тому
How to Build a PivotTable Profit & Loss in Excel
Can you Answer These 10 Accounting Interview Questions?
Переглядів 1,4 тис.4 місяці тому
Can you Answer These 10 Accounting Interview Questions?
STOP using VLOOKUP (and use this instead)
Переглядів 3,8 тис.4 місяці тому
STOP using VLOOKUP (and use this instead)
Become a PRO at Bank Reconciliations
Переглядів 2,4 тис.5 місяців тому
Become a PRO at Bank Reconciliations
18 Excel Functions for Accountants
Переглядів 3,6 тис.5 місяців тому
18 Excel Functions for Accountants
How to Create a Headcount Dashboard in Excel
Переглядів 1,8 тис.5 місяців тому
How to Create a Headcount Dashboard in Excel
SUMPRODUCT: The Most POWERFUL Excel Function
Переглядів 2 тис.5 місяців тому
SUMPRODUCT: The Most POWERFUL Excel Function
Build a Cash Runway Dashboard
Переглядів 1,7 тис.5 місяців тому
Build a Cash Runway Dashboard
Debits and Credits: Accounting for Beginners
Переглядів 1,9 тис.6 місяців тому
Debits and Credits: Accounting for Beginners
Building a Statement of Cash Flows is SO EASY
Переглядів 9 тис.6 місяців тому
Building a Statement of Cash Flows is SO EASY
Build a Profit and Loss Dashboard in Excel
Переглядів 4,5 тис.6 місяців тому
Build a Profit and Loss Dashboard in Excel
How the 3 Financial Statements Connect Together
Переглядів 8 тис.6 місяців тому
How the 3 Financial Statements Connect Together
Mastering The Statement of Cash Flows in 6 Minutes
Переглядів 2,5 тис.6 місяців тому
Mastering The Statement of Cash Flows in 6 Minutes
The Ultimate Guide to Mastering Your Balance Sheet
Переглядів 2,1 тис.7 місяців тому
The Ultimate Guide to Mastering Your Balance Sheet
Cash vs. Accrual Accounting: Which Method is Right for Your Business?
Переглядів 1,6 тис.7 місяців тому
Cash vs. Accrual Accounting: Which Method is Right for Your Business?

КОМЕНТАРІ

  • @QrooSpanish
    @QrooSpanish 2 дні тому

    Thank you! I just subbed to your channel

  • @I_am_Magic_Mothae
    @I_am_Magic_Mothae 2 дні тому

    OMG I AM SO HAPPY I FOUND YOUR CONTENT, UOSKILING TO THE MOOM!!!🚀🚀🚀

  • @drewski5150
    @drewski5150 3 дні тому

    Just starting my Financial Reporting unit in ACCA, and this summary was awesome in giving a broad contextual overview in what I'm doing. Very useful. Subscribed!

    • @yourcfoguy
      @yourcfoguy 2 дні тому

      Great to have you here Drew!

  • @adrianmassenburg
    @adrianmassenburg 4 дні тому

    Will restructuring your COAs affect data from previous years? If so, is it wise to make previously used accounts inactive in QB and create all new ones in order to make your COAs more organized and clear versus renaming previously used accounts?

    • @yourcfoguy
      @yourcfoguy 3 дні тому

      Yes, and accounts with values at any point in time will be affected by restructuring. My suggestion is to reclassify all prior transactions to the applicable new COA and ensuring your overall balances match for tax purposes. I am not a ran of making accounts inactive if they once had a value as they will show “(inactive)” if they get exported for a period where there was a historical transaction. Once they are reclassified and show a lifetime balance of 0, you can make previously used accounts inactive so they are not used again.

    • @adrianmassenburg
      @adrianmassenburg 3 дні тому

      @yourcfoguy Great, thanks!

  • @rumeeburu3648
    @rumeeburu3648 4 дні тому

    I sent my mail for over two day now and I am yet to receive the dataset and exercise files for this project.

    • @yourcfoguy
      @yourcfoguy 3 дні тому

      Thanks for letting me know. I don’t see any unanswered emails. Can you email again at support@yourcfoguy.com?

  • @malkadavidov9628
    @malkadavidov9628 4 дні тому

    I love u uncle Josh 😂😂

    • @yourcfoguy
      @yourcfoguy 2 дні тому

      Hehe good to have you here!

  • @westleyempeigne6541
    @westleyempeigne6541 6 днів тому

    Great video! Filter, Sequence and Xlookup are amazing but Sumproduct, woah didn’t know that it can do multiple criteria like that!

    • @yourcfoguy
      @yourcfoguy 5 днів тому

      It's wild! I have a whole video on it right here: ua-cam.com/video/gOly3CGEgc0/v-deo.html

  • @ahmedlemin_dah
    @ahmedlemin_dah 6 днів тому

  • @catherinegreen1152
    @catherinegreen1152 7 днів тому

    Hello Pro CFO, I love the presentation; it is friendly - delivered professional insights. Please remember my turkey wings this thanksgiving. There is so much to give thanks - is one of them.

    • @yourcfoguy
      @yourcfoguy 7 днів тому

      Glad you enjoyed it and thanks for your turkey wings!

  • @kevinstorms5396
    @kevinstorms5396 7 днів тому

    This is great! Would you consider for creating a dashboard for someone’s personal finance? I would love to learn more about that to.

    • @yourcfoguy
      @yourcfoguy 7 днів тому

      Glad to hear! I dont usually do work for personal finance but you are welcome to schedule a coaching call with me here www.yourcfoguy.com/consulting

  • @dharakparmar1043
    @dharakparmar1043 8 днів тому

    Hi there, I still haven't received the template after 5 minutes email message. I opted in 28 hours ago

    • @yourcfoguy
      @yourcfoguy 8 днів тому

      Sorry to hear, we sometimes have deliverability issues - you can email support@yourcfoguy.com and we will send it right over.

  • @learningwithmaliha
    @learningwithmaliha 8 днів тому

    The Bank Rec video rocks...Amazing explanation Josh!

  • @fellowtechlearners
    @fellowtechlearners 9 днів тому

    So great content thank you!

    • @yourcfoguy
      @yourcfoguy 8 днів тому

      Great to have you here!

  • @JoseCastillo-sd2hv
    @JoseCastillo-sd2hv 9 днів тому

    Great video. I built the shell but cant find the workbook. I submitted my email a few time and never received anything. Guidances...

    • @yourcfoguy
      @yourcfoguy 8 днів тому

      Sorry to hear there are deliverability issues sometimes. If you email support@yourcfoguy.com we’ll get it to you

  • @luiatarum6657
    @luiatarum6657 10 днів тому

    This is awesome 👌🏿 I love to know better, just what I need.

  • @catherinegreen1152
    @catherinegreen1152 10 днів тому

    Wow - This so cool and your team must be a happy family. Please throw the Turkey wings to me this thanksgiving; it is good with roast sweet potatoes and turn plantain - boil!

  • @Streeterdavid
    @Streeterdavid 11 днів тому

    Love your stuff. Can you do a video on different techniques related to data migration (i.e., QuickBooks desktop to Sage Intacct)?

    • @yourcfoguy
      @yourcfoguy 11 днів тому

      Thanks for the kind words! I don't have a lot of experience with migrating data between ERPs but I appreciate the suggestion and welcome more ideas

  • @tiffannytan4155
    @tiffannytan4155 11 днів тому

    Interesting. What kind of software are you using to make this UA-cam video?

  • @mazchen
    @mazchen 12 днів тому

    Sure. Much easier to type a full sentence than to click the filter.I just dont get it...

    • @yourcfoguy
      @yourcfoguy 12 днів тому

      lol I included that prompt to just showcase the functionality of how copilot can interact with your data. With the example I gave it was simple, you can take it to the next level by giving specific criteria like only filter values that are over a certain threshhold and have certain letters in the name. But overall all of these features are easier to do if you are already familiar with Excel...the question is what will happen once these features continue to advance!

    • @mazchen
      @mazchen 12 днів тому

      @yourcfoguy let's see what the future brings!

  • @shri_420
    @shri_420 12 днів тому

    Can this be useful to get csi or service improvements and recommendations?

    • @yourcfoguy
      @yourcfoguy 12 днів тому

      I would think yes - depending on how your data is set up. One of the things it's strongest at is reading & summarizing text

  • @racheallola8058
    @racheallola8058 13 днів тому

    Didn't know this is possible. Wow, really nice. Thank you josh

    • @yourcfoguy
      @yourcfoguy 13 днів тому

      Thanks for watching Racheal! Fun fact...youtube showed me that you are my most engaged subscriber :)

  • @chechi0
    @chechi0 14 днів тому

    Damn! This is next level

  • @NagMarketing
    @NagMarketing 16 днів тому

    I appreciate the effort, but I'm unable to take it at this time. I was informed that it would be sent within five minutes, but it has now been nearly thirty minutes without any updates. Any assistance in resolving this would be greatly appreciated. Thank you!

    • @yourcfoguy
      @yourcfoguy 15 днів тому

      Sorry to hear - there are sometime deliverability issues. You can email support@yourcfoguy.com and we will send it right over

  • @dawoodkidwai4
    @dawoodkidwai4 17 днів тому

    Hey! Thanks for the video! I’m actually working on the budget and we have like 7-8 departments. i’d create templates then let the H.O department head fill them and share it with me and then i’d with the help of xlookup and sumif consolidate all of these different files into one file and link it with their GL accounts 😂 and then from their on link this consolidation with my final company wide Ops+G&A file. Linking it with the income statement 😅 … lots and lots of manual work although i’ve a control point to monitor the errors but still very much prone to silly mistakes. I’d try using the power query now, hopefully it’ll help reduce the complexity and time. 😅

    • @yourcfoguy
      @yourcfoguy 16 днів тому

      Hehe you’re not alone! That’s how many people do it but with Power Query it becomes much simpler

  • @kamalanethra6359
    @kamalanethra6359 18 днів тому

    i could not able to get cheatsheet? where to claim?

    • @yourcfoguy
      @yourcfoguy 18 днів тому

      Check the bottom of this link: www.yourcfoguy.com/ultimate-dashboard

  • @SuperCocoaKrispies
    @SuperCocoaKrispies 18 днів тому

    Do you have a Dividend tracker dashboard? with weekly and monthly Dividends and such? I made my own but Im a novice and the look of yours is amazing.

    • @yourcfoguy
      @yourcfoguy 18 днів тому

      Sounds like a great idea for a dashboard! I sadly don't have one available at he moment but appreciate the idea

  • @fionapan5821
    @fionapan5821 19 днів тому

    Save my life♥

    • @yourcfoguy
      @yourcfoguy 19 днів тому

      mission accomplished :)

  • @DilAntonyHayles
    @DilAntonyHayles 19 днів тому

    Hello

  • @thepacifier6815
    @thepacifier6815 20 днів тому

    thank you for creating amazing videos

    • @yourcfoguy
      @yourcfoguy 20 днів тому

      Thanks for being here!

  • @Rami_alsayegh
    @Rami_alsayegh 20 днів тому

    Great inspire!

  • @billgyrotech
    @billgyrotech 20 днів тому

    where is the workbook that you promised?

    • @yourcfoguy
      @yourcfoguy 20 днів тому

      You should be able to find a link in the description. If you are having difficulty accessing after following the link, you can send an email to support@yourcfoguy.com and we'll be glad to assist

  • @bumblebee6886
    @bumblebee6886 20 днів тому

    Expected some better explanation from you.. this and that is what we hear😂😂😂

    • @yourcfoguy
      @yourcfoguy 20 днів тому

      lol sorry to hear but the good news is I have a full long form video that goes through it all step by step over here: ua-cam.com/video/f3T0tCjw1k8/v-deo.html

  • @hungly1179
    @hungly1179 20 днів тому

    is it a scam? never received any email back

    • @yourcfoguy
      @yourcfoguy 20 днів тому

      No, it is not a scam. There are deliverability issues sometimes but if you email support@yourcfoguy.com we can send it there.

  • @jokerrhe
    @jokerrhe 21 день тому

    The corporate veil (protection from law suits to personal accounts) doesn't apply unless you are above sole proprietor meaning LLC, S-Corp, etc..

    • @yourcfoguy
      @yourcfoguy 21 день тому

      Fair point - sole proprietors don’t get limited protection. Thanks for clarifying that