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Josh Aharonoff (Your CFO Guy)
United States
Приєднався 19 січ 2023
Level up your career with Finance & Accounting!
This channel covers topics ranging from Accounting, Financial Planning & Analysis (FP&A), Excel, and more.
Each video is often times accompanied by an engaging infographic and excel sheet to help you follow along on the core concepts that we'll be covering.
These videos are the learnings from my 10+ year experience in Finance & Accounting, ranging from my experience at Big 4, to managing my own fractional CFO firm.
This is the channel I wish I had when I was just starting out...and it's now my mission to share what I've learned with you each and every week.
Thanks for watching and don't be shy to say hello in the comments!
This channel covers topics ranging from Accounting, Financial Planning & Analysis (FP&A), Excel, and more.
Each video is often times accompanied by an engaging infographic and excel sheet to help you follow along on the core concepts that we'll be covering.
These videos are the learnings from my 10+ year experience in Finance & Accounting, ranging from my experience at Big 4, to managing my own fractional CFO firm.
This is the channel I wish I had when I was just starting out...and it's now my mission to share what I've learned with you each and every week.
Thanks for watching and don't be shy to say hello in the comments!
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
---------------------------------------------------------------------------
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
ramp.com/accounting-partnerships?
---------------------------------------------------------------------------
Join my fractional CFO Community:
www.yourcfoguy.com/community
---------------------------------------------------------------------------
Access 100+ accounting & finance templates:
www.modelwiz.com
---------------------------------------------------------------------------
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
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?
Thank you! I just subbed to your channel
Great to have you here!
OMG I AM SO HAPPY I FOUND YOUR CONTENT, UOSKILING TO THE MOOM!!!🚀🚀🚀
Welcome!
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!
Great to have you here Drew!
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?
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.
@yourcfoguy Great, thanks!
I sent my mail for over two day now and I am yet to receive the dataset and exercise files for this project.
Thanks for letting me know. I don’t see any unanswered emails. Can you email again at support@yourcfoguy.com?
I love u uncle Josh 😂😂
Hehe good to have you here!
Great video! Filter, Sequence and Xlookup are amazing but Sumproduct, woah didn’t know that it can do multiple criteria like that!
It's wild! I have a whole video on it right here: ua-cam.com/video/gOly3CGEgc0/v-deo.html
✅
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.
Glad you enjoyed it and thanks for your turkey wings!
This is great! Would you consider for creating a dashboard for someone’s personal finance? I would love to learn more about that to.
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
Hi there, I still haven't received the template after 5 minutes email message. I opted in 28 hours ago
Sorry to hear, we sometimes have deliverability issues - you can email support@yourcfoguy.com and we will send it right over.
The Bank Rec video rocks...Amazing explanation Josh!
Mission accomplished!
So great content thank you!
Great to have you here!
Great video. I built the shell but cant find the workbook. I submitted my email a few time and never received anything. Guidances...
Sorry to hear there are deliverability issues sometimes. If you email support@yourcfoguy.com we’ll get it to you
This is awesome 👌🏿 I love to know better, just what I need.
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!
Lol will do
Love your stuff. Can you do a video on different techniques related to data migration (i.e., QuickBooks desktop to Sage Intacct)?
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
Interesting. What kind of software are you using to make this UA-cam video?
Davinci and camtasia!
Sure. Much easier to type a full sentence than to click the filter.I just dont get it...
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!
@yourcfoguy let's see what the future brings!
Can this be useful to get csi or service improvements and recommendations?
I would think yes - depending on how your data is set up. One of the things it's strongest at is reading & summarizing text
Didn't know this is possible. Wow, really nice. Thank you josh
Thanks for watching Racheal! Fun fact...youtube showed me that you are my most engaged subscriber :)
Damn! This is next level
hehe thanks!
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!
Sorry to hear - there are sometime deliverability issues. You can email support@yourcfoguy.com and we will send it right over
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. 😅
Hehe you’re not alone! That’s how many people do it but with Power Query it becomes much simpler
i could not able to get cheatsheet? where to claim?
Check the bottom of this link: www.yourcfoguy.com/ultimate-dashboard
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.
Sounds like a great idea for a dashboard! I sadly don't have one available at he moment but appreciate the idea
Save my life♥
mission accomplished :)
Hello
👋
thank you for creating amazing videos
Thanks for being here!
Great inspire!
thanks for watching!
where is the workbook that you promised?
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
Expected some better explanation from you.. this and that is what we hear😂😂😂
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
is it a scam? never received any email back
No, it is not a scam. There are deliverability issues sometimes but if you email support@yourcfoguy.com we can send it there.
The corporate veil (protection from law suits to personal accounts) doesn't apply unless you are above sole proprietor meaning LLC, S-Corp, etc..
Fair point - sole proprietors don’t get limited protection. Thanks for clarifying that