From Spreadsheet Confusion to Strategic Clarity
Back in 2018, I was staring at a client's financial projections that looked more like abstract art than business planning. The numbers didn't tell a story — they just sat there, disconnected from any meaningful business reality. That moment changed everything about how I approach financial modeling.
Most financial education focuses on theory. But here's what I learned working with over 200 Canadian businesses: the gap between textbook formulas and actual decision-making is enormous. A restaurant owner doesn't need perfect DCF calculations — they need to understand if opening on Sundays will actually pay for itself.
Real financial modeling isn't about impressing people with complex formulas. It's about creating clarity when money decisions feel overwhelming.
That's why I started focusing on practical financial modeling — the kind that helps business owners sleep better at night because they actually understand their numbers. And honestly? It's made all the difference in how people connect with their financial decisions.