Intro to Building
a 3 Statement Model
Mastering The Basics:
Creating Accurate 3 Statement Financial Models
Meet
Your CFO Guy
Hi! I am a fractional CFO for 40+ startups, and love all things Finance & Accounting. My favorite part of my job involves building sophisticated forecasts for companies to help them understand their business better, and I can't wait to share this knowledge with you
Jihene M.
Love this course so much, Thank you, Josh!
Jordan S.
Loved it!
Iman A.
The teacher has taken every step to explain very clearly and slowly to the student's capacity. I really learn a lot. I appreciate the templates that will give us the time to practice on our own time.
Are you ready to master
the most important FP&A skill there is?
Lack an understanding of accounting principles?​
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Have an inability to quickly forecast different scenarios?
Struggling to tell the future?
Have difficulty linking financial statements?
Have complex or inefficient spreadsheets?
Lack expertise in Excel?
This is the skill I wish I had when I started my career
Ask anyone who knows FP&A - this is the skill you must master
Learning how to generate a 3 Statement Model has provided the largest ROI of my career.
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The 3 Statement Model includes:
A Profit and Loss - A Balance Sheet -A Statement of Cash Flows
These three statements allow you to evaluate a company's historical financials, and tell a story of where the company is going
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With each statement, you learn something new and together they provide a full picture of the organization's performance.
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The key is to make the statements dynamic - when you understand how to tie your balance sheet and income statement to each other and then connect both to your statement of cash flows...
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That's when the world is at your fingertips.
Harness the amazing power of the 3 Statement Model
Understand what happened
Create a universal way to view data
Get the full picture
Understand what's going to happen
Analyze different scenarios
Dynamically project cash flows
Learn from a CFO
Your Tech Stack
There’s really only one tool that you need to complete a 3 statement model, and that’s Microsoft Excel. But you need to use it wisely.
Creating Templates
Creating template tabs makes it really easy to add more complexities to the model by duplicating them and having a number of formulas already in place.
The Financial Statements
The main event - and where the magic happens.
Instructor
Josh Aharonoff
Founder & CEO of Mighty Digits
Hi! I am a fractional CFO for 40+ startups, and love all things Finance & Accounting. My favorite part of my job involves building sophisticated forecasts for companies to help them understand their business better, and I can't wait to share this knowledge with you
Everyday I post Finance & Accounting tips on linkedin - if we haven't connected yet, feel free to drop me a line to say hello!
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Intro & Overview🎥 Why you need a 3 statement model
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Getting Started🎥 Your Tech Stack 🎥 Setting up your file 🎥 Create a template tab (Part I) - Set dates 🎥 Create a template tab (Part II)
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Creating your financial statements🎥 Importing from your accounting software: Income statement 🎥 Importing from your accounting software: Balance Sheet 🎥 Creating them from scratch: Building a Profit & Loss 🎥 Creating them from scratch: Building a Balance Sheet 🎥 Understanding how a Statement of Cash Flows works 🎥 Building a Statement of Cash Flows 🎥 Building an error check
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Putting it all together🎥 Testing all 3 statements 🎥 4 practical examples 🎥 Example #1 - Raising $15m in Preferred Stock 🎥 Example #2 - Raising $5m in convertible note 🎥 Example #3 - Selling a $120k annual contract 🎥 Example #4 - Purchasing inventory with a 3 month cushion 🎥 Closing remarks and next steps...
About this course
$99.00
19 lessons​
1.5 hours of video content
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Intro & Overview🎥 Why you need a 3 statement model
-
Getting Started🎥 Your Tech Stack 🎥 Setting up your file 🎥 Create a template tab (Part I) - Set dates 🎥 Create a template tab (Part II)
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Creating your financial statements🎥 Importing from your accounting software: Income statement 🎥 Importing from your accounting software: Balance Sheet 🎥 Creating them from scratch: Building a Profit & Loss 🎥 Creating them from scratch: Building a Balance Sheet 🎥 Understanding how a Statement of Cash Flows works 🎥 Building a Statement of Cash Flows 🎥 Building an error check
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Putting it all together🎥 Testing all 3 statements 🎥 4 practical examples 🎥 Example #1 - Raising $15m in Preferred Stock 🎥 Example #2 - Raising $5m in convertible note 🎥 Example #3 - Selling a $120k annual contract 🎥 Example #4 - Purchasing inventory with a 3 month cushion 🎥 Closing remarks and next steps...
Master the Art of Financial Forecasting with 3 Statement Modeling
30-Day Money-Back Guarantee
Your CFO Guy is committed to helping you understand the basics of 3 Statement Model. As such, we offer a 30-day money-back guarantee. If you are not satisfied with the course, you can request a full refund within 30 days of your purchase.
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To be eligible for a refund, you must have completed the course within 30 days of purchase and must provide proof of course completion. If you have any questions or would like to request a refund, please contact us at support@yourcfoguy.com within 30 days of purchase.
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We are dedicated to helping you succeed, and we are confident that the Intro to 3 Statement Model course will help you do just that.
