Josh Aharonoff, CPA

Fractional CFO | Founder & CEO at Mighty Digits | Follow Your CFO Guy for Finance & Accounting tips!

I build tools that make financial reporting effortless — starting with Model Wiz, the Excel-based FP&A platform used by accounting firms, founders, and CFOs. 

I also teach finance and Excel to a community of 400,000+ across YouTube, LinkedIn, and my newsletter. 

When I’m not creating, I work as a fractional CFO helping companies turn their financial data into action.

Check out some helpful resources here:

🔗 www.modelwiz.com - Get beautiful dashboards + forecast right in your excel file

🔗 www.yourcfoguy.com - Learn Finance & Accounting like you’ve never seen before

🔗 www.mightydigits.com - Get hands on support

CEO and Founder

Mighty Digits is a consulting firm specializing in Accounting and Finance services for early stage startups. Services include Financial modeling, Month end Close, AP / AR Management, Payroll, Compliance Filings and more.

I Asked Claude to Build an Excel Dashboard
People keep saying AI can't handle real financial work.

So I gave Claude a prompt to build a department headcount dashboard (Full prompt in the comments)

20 minutes later...

I'm staring at a fully functional dashboard.

→ What I Asked For

A department dashboard where each manager only sees their team's data.

Dropdown selector. Select "Finance" and everything updates.

Auto filtering tables. KPI cards. Cost breakdowns.

→ What Claude Built

Look at the image in the bottom right corner...this is what Claude gave me.

Source table with employees across Finance, Marketing, Sales, Product, Ops.

The dropdown works. Select a department and boom...everything updates.

Filtered table using the FILTER formula. Dynamic arrays that spill based on selection.

KPI cards that calculate automatically from the filtered data.

Cost breakdown by category. Formulas linked properly.

Clean professional structure.

But here's the thing...

→ Then I Made It Mine

The main image shows what happened after a few tweaks.

Brand colors. Some formatting adjustments. A few design touches.

Now it's world class. Presentation ready. Something I could send to executives TODAY.

That's the power here.

Claude handles the heavy technical lifting. The formulas. The structure. The logic.

You bring the polish. The brand. The final touches that make it yours.

→ What Got Me

It understood dynamic arrays and used them correctly.

The FILTER formula isn't basic. Most finance pros spend hours googling tutorials for this.

It structured everything right from the start. No trial and error. No debugging formulas.

The design thinking... KPIs at top, details below, breakdown on side. Exactly how I build them.

→ Here's What I Keep Thinking

My whole career, I've believed Excel is the most important skill in finance.

Still do.

But with tools like this? You can cut the learning curve MASSIVELY.

You don't need months mastering advanced formulas. Skip straight to using them.

Focus on the business know how. What does this dashboard need to show? What decisions will it drive?

If you know WHAT you want and WHY it matters...Claude handles the HOW.

That's not replacement. That's amplification.

→ The Real Shift

If you implement this in your workflow...use it step by step like a coach handling technical execution while you guide strategy...

That's where it gets powerful.

Every finance team rebuilds the same stuff. Headcount dashboards. Budget trackers. Revenue breakdowns.

The repetitive setup? Claude does it in minutes.

You bring the context. The judgment. The customization.

Transform your financial workflows with Claude, get started at https://lnkd.in/efHYM8VD

What dashboard should I build next?

#ClaudePartner

This post is sponsored by Anthropic.

Brand partnership • The Guy Behind the Most Beautiful Dashboards in Finance & Accounting | 450K+ Followers | Founder @ Mighty Digits

Lowenstein Sandler LLP

Bryan practices at the intersection of law and technology, with a particular focus on tech-based companies, M&A and venture capital transactions, negotiating licensing and services agreements, IP transfers, carve-out transactions, as well as media and advertising work.

With the rapid pace of technology adoption in various industries, Bryan advises clients on how to leverage emerging technologies to achieve their business objectives. He has a deep understanding of Large Language Models, Artificial Intelligence (AI), open source software, and Data Scraping, which enables him to communicate effectively with tech-savvy clients and practitioners outside the realm of typical legalese. Bryan's extensive knowledge of technology and the law enables him to provide clients with powerful insight to anticipate and prepare for the likely concerns of counterparties in any transaction.

Aside from tackling novel issues with the latest technologies, Bryan also provides grounded legal advice for day-to-day intellectual property and commercial contract matters. He is known for his ability to break down complex legal concepts into understandable and relatable explanations, which his clients appreciate.

A significant portion of Bryan's practice is focused on M&A matters, including complex carve-out transactions for private equity and strategic purchasers. He works diligently with clients on the full range of intellectual property issues that arise in these transactions, as well as transition service agreements to ensure a seamless changeover at closing.

Bryan is always focused on delivering practical results that align with his clients' business objectives, whether he's negotiating a licensing agreement or counseling a client on best practices for data scraping. His commitment to providing high-quality counsel at the intersection of law and technology has earned him a reputation as a trusted advisor in his field.

Partner

Schulte Roth & Zabel LLP

Bryan Sterba’s transactional experience includes intellectual property and information technology work in connection with mergers and acquisitions and commercial lending transactions, including due diligence and negotiation of IP and IT provisions, as well as negotiation of IP and technology licensing agreements including software, website hosting, development, publicity, and other IP and IT matters. He has represented clients on trademark, copyright and right of publicity enforcement matters, and on matters relating to domain name infringement, ICANN dispute resolution, trademark clearance, and trademark and copyright prosecution. As a member of the Cybersecurity Group, he has advised clients on data protection issues and vendor management, proper responses and resolutions to data breaches, and the drafting of internal cybersecurity policies and procedures.

Reviewed and negotiated agreements with client vendors. Managed client trademarks, which included: performing preliminary trademark searches for potential names; drafting trademark applications, office-action responses and statements of use; and drafting cease and desist letters to trademark infringers. Implemented cyber security vendor management practices and policies. Negotiated intellectual property and information technology related aspects of M&A transactions, as well as performed due diligence reviews and memo inserts for the same.

taplio

The Battle

Josh Aharonoff, CPA

Bryan Sterba

Followers

Posts

Engagements

Likes

Performance ScoreJosh Aharonoff, CPA's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Josh Aharonoff, CPA

Bryan Sterba

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Josh Aharonoff, CPA's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJosh Aharonoff, CPA's LinkedIn Performance