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Excel Consulting

Our firm has been approached countless times as “excel gurus” to create templates with increasing complexity of formulas, features, and data connections.


Some common requests are: connection of excel workbook with an external data source, such as an SQL server, create “buttons” or macros to automate part of the repetitive, manual work that may be a component of your business workflow, bringing in data from PDFs, text files, and other formats into excel for analysis on a recurring basis, import of excel data into cloud-based software such as Xero or Quickbooks, create pivot tables, etc.

Some of our skills include but are certainly not limited to: data imports and analysis, automation, VBA, pivot tables, vlookups, matches, array functions, index, offset, embedded ifs, iferrors, and many more. We can also assist in creating excel templates to meet your business’s requirements.