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On-demand recording

Do you really trust your numbers? Financial modeling and controls for your SMB

About this event

Most CFOs we talk to have a version of the same story: a number went out, turned out to be wrong, and tracing back why took longer than anyone wanted to admit. For SMBs, it's a harder problem than at enterprises due to smaller teams, fewer checkpoints, and more reliance on spreadsheets and trust.

So, join Josh Aharonoff (Your CFO Guy) and Rafaella Torres, Financial Controller at ApprovalMax, for a practical session on financial modeling. This webinar tackles the problem from both ends: building models you can stand behind, and building the controls that protect what happens after.

We'll cover:

  • Structural choices that make models easy to audit
  • Error-checking techniques the best modellers build in from day one
  • A framework for reviewing any model in under 15 minutes
  • Why most SMB financial errors happen after the model - in AP and payment workflows
  • The control gaps CFOs miss when finance scales faster than process
  • How to build audit trails and approval discipline without slowing the business down
Speakers
Your CFO Guy Josh Aharonoff
Josh Aharonoff Founder, Your CFO Guy
Rafaella Torres
Rafaella Torres Financial Controller, ApprovalMax