Excel Consulting and Training

Excel is a major factor in our work lives. It's dominance in the market is undisputed. In my work I have noted that many users are self-taught, may of which are very proficient. At the same time, those same users are many times working very ineffectively. Common scenarios:

• Spending 5-10-20 hours on tasks that can be done in 20 minutes
• Doing a great job on a project, but errors keep popping up to delay completion
• Using formulas that only do half the job
• Data entry (typing that can be imported or otherwise brought into Excel electronically
• Manually cleansing of imported data
• Using a feature for a solution that the feature was not intended for
• Writing macros for features already in Excel
• Not using macros to automate routine tasks

I've embraced and used spreadsheets since the beginning. First Visicalc, then Lotus 1-2-3, then, of course, Excel. I have completed hundreds of projects that have saved thousands of hours, solved significant financial problems and revolutionized financial reporting.

Excel has always been a valuable tool in my practice and my fraud and forensic accounting engagements. By working effectively and getting past the "grunt work", there's time left to focus on the big picture providing superior results.

Most "Excel" engagement aren't really Excel projects, they are major financial projects using Excel as the primary tool.

My Excel training is simply teaching what I use in my practice.