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Robert Rose

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Alex Smith

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

Drew Carlyle

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

Jessica Davis

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

This offer expires when the workshop ends. After that, it returns to the full $150 price.

Exclusive Pre-Workshop Offer

For workshop registrants only: Get Model Wiz for just $100 (normally $150) - but only until the workshop ends.

One-Click Financial Models
Generate complete 3-statement financial models in minutes, not hours

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Dashboard Creation
Transform raw data into executive-ready dashboards instantly

QuickBooks Integration
Automatically pulls your client's data and updates models in real-time

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Professional Presentation
Deliver CFO-level insights that justify premium pricing

Model Wiz helped me transition 8 bookkeeping clients to advisory retainers averaging $8K/month each. The time savings alone paid for itself in the first week.

Sarah M., CPA

Job Title

Why This Changes Everything:

Instead of spending 20+ hours building dashboards and models manually, you can:

Deliver same-day strategic insights

Focus on high-value advisory conversations

Serve 5x more clients with the same effort

Position yourself as the "CFO-level" expert

What Model Wiz Does:

Introducing Model Wiz: The Missing Piece

The Problem:

Most accountants have the technical skills and understand the numbers, but they're still seen as "business expenses" instead of "strategic assets." The missing piece? The ability to deliver executive-level insights quickly and consistently - the kind that makes clients pay $10K+ monthly retainers.

The Solution:

Model Wiz is the $100 tool that eliminates this bottleneck entirely.

✅ You're Registered!

Success! Your registration is confirmed.

You'll receive a reminder email 24 hours before the workshop with the direct access link.

Important: This workshop will NOT be recorded. You must attend live to get the complete training and exclusive bonuses.

Host:
Josh Aharonoff, Microsoft MVP
Format:
Live interactive workshop
Duration:
60 minutes
Time:
2 PM EST
Date:
Wednesday, Jun 26, 2025

⚠️ Can't Make The Live Workshop?

Don't let this opportunity pass you by. If you're serious about making this transformation but can't attend live, I've created something specifically for firm owners ready to move from bookkeeping to strategic advisory work.

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