I’m an Excel VBA programmer with over 20 years of experience. I create powerful, affordable, custom Excel solutions for clients across the U.S. and Canada. I’ve serviced businesses ranging in size, from small and medium size to large Fortune 100 companies.
My primary area of expertise is in VBA, the powerful programming language that underlies Excel and the other Office suite of products. I’m also an expert at streamlining business processes and eliminating the bottlenecks that interfere with smooth workflow. In doing so, I save my clients time, money and aggravation and give them the ability to make more well-informed management decisions.
One thing that truly sets me apart is the fact that my IT experience is complimented by an equally strong business management background, particularly the area of Accounting and Finance. I’m a CPA/MBA and I spent many years in the large corporate world managing business processes, ERP systems, business intelligence and financial reporting systems.
The software solutions I design are easy to use, cost effective and custom tailored to the needs of my clients. They are built on my client's business model and use their vocabulary, therefore minimal training is required.
Another thing you should know about me, I listen. I’m knowledgeable, but I'm not a know-it-all, I realize my clients are often the best judge of what will work in their environment, so I listen to what they say, and I work hard to ensure that they don't have to. My philosophy is that the best solutions are those that work best for the client.
Finally, as you can probably tell, I'm a one-man operation. What that means is that I'm very responsive and provide highly personalized service. And because I don't have all the trappings of my large firm competitors, what my clients pay for is purely high-quality professional service, not overhead.
This is a small sample of the kinds of services I offer:
Transform Spreadsheets Into Systems
While most people are familiar with Excel, they think of it only as a spreadsheet. In reality, Excel is an robust development environment that features the VBA programming language and graphical user interface components. With these I can convert a cluttered spreadsheet into an easily navigable, intuitive, powerful system that can transform the way you do business.
There's no need to spend huge money on off the shelf software that only partially meets your needs. With Excel VBA and a little bit of know-how, you an have a fully customized system at a reasonable cost.
Eliminate Workflow Bottlenecks
Excel is a key component in many business processes, but unfortunately, not everyone is a power user, so things can get bogged down. I can solve that by redesigning your workflow to minimize wasted effort like unnecessary cutting and pasting, searching for files, saving to the proper location, sorting and etc.
By simply organizing the steps in a process and coding some of the repetitive tasks huge gains in productivity can be achieved. In this manner oftentimes a very complex, multi-step process can be reduced to just a few mouse clicks.
You don’t have to wait until your employees become Excel stars, I can organize their workflow and reduce their tasks to child's play so they perform like stars!
Get More Done in Less Time
I create powerful Excel VBA automation applications that can get your most horrendous manual data chores done in nothing flat, often with just one click.
Whatever you do in Excel, can be done a hundred times faster, with greater accuracy, using VBA! I'll automate your toughest tasks and give you more time to improve your business.
Extract, Transform and Load (ETL)
A lot of the work I do involves extracting data, typically from disparate sources and or multiple files, transforming and organizing that data into a uniform format and uploading it into another system, such as an ERP system, SQL database, data warehouse or pivot table data model.
Over the years I have acquired great skill in this area of data extraction, transformation and load, or ETL. And because of its flexibility, Excel has been my ETL tool of choice, I’ve used it to do such things as implement ERP systems, massively upload accounting transactions, integrate two or more disparate systems, access multiple files posted on either a SharePoint, Dropbox or Google Drive site, combining them into one, or to consolidate financial statements from multiple subsidiaries. I’ve also done the reverse, by extracting data from a single source and parsing it out to multiple files, locations etc.
I’ve spent years doing ETL for large companies and for large scale projects, I’m now able to make my expertise available to smaller size companies with similar requirements.
Quick Access to Key Performance Indicators (KPI)
A executive dashboard is a simple visual display of the most important information that decision makers need to help them achieve objectives. A good key performance indicator dashboard gives decision makers quick access to the critical indicators of the business, and helps them decide whether they are on track or not. One of our skill sets is the design and implementation of such dashboards. Using techniques I've developed over the years, I can summarize a massive amount of data into a few key business metrics that measure the overall performance of your business.
SQL Database Integration
Connect Excel to an ERP or Other Enterprise Database
Excel is very powerful by itself, but when connected to an enterprise database like SQL Server or your ERP system its power is multiplied many times. Excel can act as a front-end client to practically any commonly used back-end database including MS SQL Server, Oracle, MySQL, PostgreSQL and MS Access. This makes it possible to develop applications that can query millions of records and use the data you have stored in those resources. This makes it possible to create powerful tools that can handle a large volume of data or exchange data between multiple enterprise applications.
Financial Reporting, Analysis and Modeling
Experienced Financial Professional At Your Service
Because of my unique background I have the ability not only to produce the financial information you need, but also to help you to present and make sense of it. I have vast experience with financial reporting, budgeting and forecasting models, actual versus budget analysis, product line profitability, what-if analysis, pricing and estimating systems, pro-forma financial statements and cash flow analysis
do NOT contact me with unsolicited services or offers