At Excel Pros we can take on any tasks that your business uses Microsoft Excel for. We can help you with minor tasks like figuring out formulas and lookup functions and major tasks like building financial models and dashboards, analyzing large data sets and configuring Excel files to align with your CRM/ERP systems.

Below is a list of Excel related tasks we can help with. It is not a comprehensive list. ANYTHING Excel related we can help you with.

• Excel formulas and lookups troubleshooting.  Let us help you to utilize formulas and lookups in the most efficient way possible.
• Data cleaning.  Let us help you to sort through and organize any raw accounting, operational, market or financial data you have to optimize your planning and strategy decisions.
• Process automation.  We can take any manual processes that are taking up a lot of your time and automate them using VBA and Excel Macros.
• Budgeting and forecasting.  We can take your raw accounting and general ledger data and create a budget and do your monthly forecasting, as well as determine what is driving your business’s profitability.
• Dashboards and reporting.  We can create dashboards with metrics and key performance indicators to help you better manage your business using your company’s data.
• ERP and CRM data configuring.  We can set up your Excel files to align with your ERP/CRM systems like NetSuite, Workday Adaptive Planning, Hyperion, QuickBooks, Planful and Oracle just to name a few.
• Reconciling of accounting data.  We can reconcile any accounting data you have related to your P&L, cash flows, payroll or any other data that requires validation.
• Pivot tables, charts, tables, graphics, database management, filtering, solver, queries, arrays, data transposing are all things we can help with and much more!