Episode 126 - Redefining Financial Planning & Reporting for Small Businesses & Startups w/ Blagoja H

The Modern CPA Success Show (Episode 126): “The reason I started Modeliks is because it took me three weeks to create a proper financial model in Excel for every new client. With our predefined financial model template, you have that handed to you on a plate.” - Blagoja Hamamdjiev
Blagoja Hamamdjiev, founder and CEO of Modeliks, joins Tom and Adam to discuss the benefits and features of Modeliks software for startups and small businesses. The conversation highlights driver-based financial planning, integration with pitch decks, and the creation of investor-ready business plans. Blagoja emphasizes the software's efficiency, cost-effectiveness, and dashboard functionality. He also touches on multi-user collaboration, AI integration, and upcoming features like multi-dimensional planning and QuickBooks integration. The episode underscores the value of Modeliks for financial planning, reporting, and advisory services, and the importance of ongoing support and user education.
The finer details of this episode:
● Discussion about business planning and financial reporting software for startups and small businesses
● Main features of Modeliks software, including financial planning, budgeting, and advisory services
● Importance of driver-based financial planning and its impact on business results
● Cost-effectiveness and pre-defined financial model templates by industry within the software
● Integration of financial tables and charts with pitch decks and business plans
● Efficiency and time-saving benefits of using the software for financial modeling and planning
● Dashboard functionality, including tracking financial progress and accessing various charts
● User experience and flexibility of the software, including multi-user collaboration and planned AI integration
● Levels of support provided by Modeliks, including customer support and live sessions with screen sharing
Episode resources:
● Summit Virtual CFO by Anders website: www.summitcpa....
● If you have questions or would like to be a guest on the show, email us at [e-mail]
● Check out the Virtual CFO Playbook Course: vcfoplaybook.s...
● Check out Modeliks, here: www.modeliks.com