top of page

EXCEL TOOLS

Peter Drucker is often quoted as saying that “you can't manage what you can't measure.”  Understanding historical trends and reflecting on the current state will prepare you to make decisions that will drive the future performance of your business.

Our team has advanced-level experience using Microsoft Excel to build tools that will help:

  • Monitor and measure your financial performance.

  • Manage and improve any internal controls.

  • Provide advanced analytics of your data.

  • Create visualizations and balanced scorecards.

  • Record narrative on any observations.

We will work with you to customize tools based on your specific data and the needs of your business.  Tools can be further customized to include company branding such as logos and color palette.

Click here to download a fully-functional sample of our Monthly Performance Insights, This is just an example of the type of programming we can customize for your needs:

bottom of page