Redefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjiev

Blagoja Hamamdjiev, founder and CEO of Modeliks, joins Tom and Adam to discuss the benefits and features of Modeliks software for startups and small businesses. The conversation highlights driver-based financial planning, integration with pitch decks, and the creation of investor-ready business plans. Blagoja emphasizes the software's efficiency, cost-effectiveness, and dashboard functionality. He also touches on multi-user collaboration, AI integration, and upcoming features like multi-dimensional planning and QuickBooks integration. The episode underscores the value of Modeliks for financial planning, reporting, and advisory services, and the importance of ongoing support and user education.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.