Congrats, friend! You're all set.
One more thing...
My goal is to make sure you are successful with these robust tools:
I'm hosting an Implementation Workshop...
5 live sessions to walk through practical applications of
your Financial Model, Cash Forecast, and Dashboard.Â
5 Live Sessions to take Your Skills
to the Next Level
Â

SESSION 1
Financial Model Foundations
Dive into the strategic thinking behind effective financial models & best practices for your company stage.

SESSION 2
Configure Your
Financial Model
Hands-on walkthrough of customizing your model with real examples and industry-specific adjustments.

SESSION 3
Configure YourÂ
Cash Forecast
Expert guidance on building accurate forecasts that actually predict and prevent cash flow challenges.

SESSION 4
Configure Your
DashboardÂ
Deep dive into the strategic thinking behind effective financial models & best practices for your company.

SESSION 5
QuestionsÂ
Overflow
Open Q&A session to address your specific implementation challenges, reporting cadence, and advanced use cases.