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

Jordan Goldman, CPA

Senior Associate - Financial Services

Director of Client Accounting Services

Prime Ledger

Jordan Goldman made a successful exit, he was the Managing Director and Founder, lead the Prime Ledger with a commitment to professionalism, responsiveness, and quality.  With over a decade of experience in accounting, bookkeeping, and CFO services, he provides strategic oversight and direction for client services that are tailored to the unique needs of each business.

Prime Ledger is an innovative, full-service outsourced CFO, accounting, bookkeeping, and business consulting firm. The company's mission is to streamline the accounting process for small and mid-sized businesses, helping them reduce overhead costs and focus on growth. Based in New York, Prime Ledger serves ambitious entrepreneurs across various industries, including Real Estate, Construction, Professional Services, and Technology, supporting them in their journey toward building generational wealth.

The company's focus is not just on delivering top-notch financial services, but also on building long-term relationships with clients. This customer-centric approach, combined with Jordan's leadership and the team's expertise, positions Prime Ledger as a trusted partner for businesses looking for financial guidance and support.

CohnReznick LLP

As a Senior Associate in the Financial Services division, I was instrumental in delivering comprehensive financial solutions to a wide range of clients.

Responsibilities included:

•  Providing advisory services to clients in various financial sectors, including banking, insurance, and investment management, assisting them in optimizing their financial operations.
•  Conducting detailed financial analysis and audits to ensure adherence to regulatory standards and accuracy of financial statements.
•  Offering strategic financial guidance to clients, helping them navigate complex financial landscapes and make informed decisions.
•  Collaborating with a team of financial professionals to design and implement innovative financial strategies tailored to each client's specific needs.
•  Staying up-to-date with the latest financial regulations and trends, ensuring that clients' financial operations remained compliant and competitive.
•  Building and maintaining strong relationships with clients, providing exceptional service and becoming a trusted financial advisor.

My role at CohnReznick LLP required expertise in financial services and the ability to deliver effective, client-focused solutions.  My personal contributions played a significant part in enhancing the financial performance and growth of many businesses.

As a FSO Assurance Senior in the Wealth & Asset Management division at Ernst & Young, I played a pivotal role in enhancing the efficiency and effectiveness of financial operations for clients within the wealth and asset management sector.

Responsibilities included:

•   Conducting thorough financial audits in compliance with regulatory standards, ensuring the accuracy of financial statements and reports.
•   Providing assurance services to a diverse portfolio of clients, including mutual funds, hedge funds, and private equity firms, to enhance their financial performance and operational efficiency.
•   Collaborating with cross-functional teams to execute audit plans, identify potential risks, and implement effective mitigation strategies.
•   Delivering insights on financial trends and forecasting, enabling clients to make informed investment decisions.
•   Keeping abreast of changing industry regulations, ensuring clients' financial operations remain compliant.
•   Building and nurturing client relationships, providing exceptional service and strategic financial guidance.

During this role, I demonstrated a deep understanding of the financial landscape, particularly in the wealth and asset management sector, and a commitment to delivering high-quality assurance services to clients.

FSO Assurance Senior | Wealth & Asset Management 

Baker Tilly Virchow Krause, LLP

As a Senior Accountant in the Financial Services division, I was responsible for providing assurance services to clients. However, my role extended beyond that to offering valuable solutions for business improvement, particularly in the areas of mergers, acquisitions, and due diligence transactions. I developed my expertise by serving clients who operated multiple businesses across various locations and international markets.

Baker Tilly Virchow Krause, LLP is a comprehensive accounting and advisory firm where professionals like myself connect with clients through transparent communication and clear industry insight. The firm's specialized expertise and global outreach in audit, tax, and management consulting support organizations’ objectives with informed, competitive insights. As an independent entity of Baker Tilly International, the world’s eighth-largest network of accounting firms, we provide clients with access to market-specific knowledge in over 130 countries. My role at this firm allowed me to deliver effective, client-focused financial solutions on a global scale.

Senior Accountant - Financial Services

Anchin, Block & Anchin LLP

In my role as a Financial Services Staff member at Anchin, Block & Anchin LLP, I provided audit and tax services for various types of hedge funds, including investment partnerships, offshore funds, fund of funds, and master feeder structures with blocker funds.

I was responsible for preparing multiple audit engagements and resolving any accounting issues that arose during these engagements. I was a part of teams comprising 2 to 10 members, where we performed audits for various hedge funds with over $1 billion in assets.

Additionally, I participated in on-campus recruiting events, carried out entry and mid-level interviews, assisted in new hire training, and even taught CPE classes. Every aspect of my role helped me develop a comprehensive understanding of the financial services industry and enhance my professional skills.

Financial Services Staff

Brain & Behavior Research Foundation

•Achieved Strong, visible social media presence with SEO usage & develop concepts with viral potential.
• Effectively driving brand awareness, engagement and traffic to social media pages.

Web Services and Online Marketing Assistant

J.P. Morgan

During my tenure as a Summer Analyst in Asset Management at J.P. Morgan, I conducted extensive market research and analytics. I played an advisory role in daily equity and research meetings, providing valuable insights based on my analysis.

I developed spreadsheets and portfolio strategies, which were used by the upper management for decision-making.  My contributions supported and facilitated the growth of managed asset portfolios, increasing them to over $200 million.  This experience allowed me to understand the industry's dynamics and equipped me with essential skills for asset management.

Summer Analyst Asset Management

CAESAR & SMIILOW, LLP, CPA

As an Accounting Intern I was entrusted with several accounting responsibilities that allowed me to grow professionally. One of my key duties was reconciling bank statements, which required meticulous attention to detail and a strong understanding of financial transactions.

In addition to that, part of my role also involved maintaining and updating accounts receivable and payable records, verifying and posting transactions to general ledgers, assisting in the preparation of financial reports, and ensuring compliance with accounting procedures and policies.

Furthermore, I was tasked with standardizing and reconciling client cash flow reports. This task taught me the importance of accurate financial reporting and gave me insights into cash flow management. Overall, my tenure provided me with a comprehensive understanding of the practical aspects of accounting.

Accounting Intern

UNIVERSITY AT ALBANY STUDENT ASSOCIATION

Assisted student comptroller to manage $2.5 million budget. 
     Reconciled student organization budgets and expenses.

Comptroller Assistant

Jordan Goldman, CPA, MS is a seasoned finance professional and entrepreneur with over 10 years of experience in the field.  He is the Managing Director and Founder of Prime Ledger, a full-service outsourced CFO, accounting, bookkeeping, and business consulting firm based in New York.  Jordan's expertise lies in providing strategic oversight and direction, building and analyzing key performance indicators (KPIs), and delivering accurate financial deliverables to clients.

Before establishing Prime Ledger, Jordan held roles at Ernst & Young, CohnReznick, and Baker Tilly, gaining invaluable experience in the world of finance and accounting.  His leadership has helped Prime Ledger become a trusted partner for growing small and mid-size businesses and independent professionals across various industries, including Real Estate, Construction, SaaS/Technology, Coaches, Staffing/ Recruitment, Sales, Marketing and more.

As a third-generation entrepreneur, Jordan understands the needs of businesses and works diligently to provide them with the time to focus on streamlining operations and growth.  He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the Hauppauge Industrial Association (HIA-LI).  Jordan's accomplishments have been recognized in Long Island Business News and he has been featured as a guest speaker on various weekly podcast programs.

Jordan holds a Bachelor of Science in Accounting from State University at Albany and a Master's degree in Accounting from Queen's College.  He continues to make strides in his field, helping businesses build generational wealth.

Prime Ledger is a full-service outsourced CFO, accounting, bookkeeping, and business consulting firm, with a focus on three underlying principles - professionalism, responsiveness, and quality. 

We provide bookkeeping, payroll, tax, and consulting services to small and mid-sized businesses, with a mission of simplifying the accounting process for our clients, while reducing overhead costs. 

Headquartered in New York, Prime Ledger services entrepreneurs building generational wealth through businesses in various industries including Real Estate/Construction, Professional Services, Technology and more.

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