What You'll Learn
- The 5-stage month-end close cycle: Understand where each stage breaks down with manual processes.
- Live balance sheet reconciliation: See exactly how to build deferred revenue workpapers in Excel, including the amortization formulas that actually work at scale.
- The prepaid expenses, accrued expenses, and deferred revenue challenge: How controllers manage these balance sheet accounts.
- What's changed in 2026: AI-enabled ledgers, automated bank feeds, modern revenue recognition tools. The philosophy of what's now possible.
- When to move beyond Excel: Conversational discussion about purpose-built revenue tools and what signals it's time to upgrade from spreadsheets.
Meet Your Instructor
Josh Aharonoff, CPA
Founder @ Model Wiz, Your CFO Guy & Mighty Digits
Josh teaches finance and accounting to 400,000+ professionals. He specializes in month-end close processes, balance sheet reconciliation, and controller-level financial reporting.
Background:
- CPA and former controller at technology companies
- Fractional CFO working with B2B SaaS companies on finance operations
- Built accounting workflows for 100+ SaaS companies
- Microsoft Most Valuable Professional (MVP) for Excel (2024)
- Creator of Excel for Finance & Accounting course
Who Should Attend
Controllers, accounting managers, and senior accountants at B2B companies who are:
- Trying to close month-end books in the first week of the month
- Work with complex contracts (usage-based pricing, multi-element arrangements, variable terms)
- Currently use Excel workpapers to support balance sheet reconciliation
This is designed for controllers who already understand the close process. If you're looking for introductory accounting training, this will be too advanced.
Frequently Asked Questions
Q: Will this be recorded?
A: Yes. All registrants receive the recording, slides, and Josh's deferred revenue workpaper template within 24 hours.
Q: I already know how to close the books. Why should I attend?
A: Even experienced controllers will benefit from:
- Seeing Josh's Excel workpaper structure with LET functions,
- Understanding the modern toolkit and when to consider purpose-built tools,
- Learning efficiency tips from someone who's built close processes for 100+ companies.
Q: Can I ask questions during the webinar?
A: Absolutely. There's a dedicated live Q&A session, plus a panel-style discussion at the end.
Q: What if I can't attend live?
A: No problem! Register anyway, and we'll send you the recording, slides, and template within 24 hours of the webinar.
Q: Do I need advanced Excel skills?
A: You should be comfortable with Excel formulas, but Josh will explain everything he demonstrates.
Q: Is this CPE eligible?
A: This webinar does not offer CPE credits.
Q: I work at a company with simple subscription pricing. Is this still relevant?
A: Yes, no matter your pricing model, the balance sheet reconciliation techniques and modern workflow philosophy will be valuable.
Q: Will you provide the Excel file Josh demonstrates?
A: Yes. All registrants receive Josh's deferred revenue workpaper template with the LET function formulas he demonstrates live.
.webp)
