Microsoft Excel Consulting

Every company needs to do month ends. Every company struggles with how to optimise a (seemingly) simple process. You already have the 2 things you need.

Financial Planning & Analysis (FP&A) Process Optimisation- using ONLY your existing software (no new licence fees) and your existing staff.

We develop business valuation spreadsheets to assist in the determination of business values.

Building tracking spreadsheets using Excel. From document flows, to sales pipelines, Excel is commonly (badly) used to track key aspects of a business. With some planning and use of the correct tools in Excel you can dramatically improve your business.

If you make use of Thomson Reuters Excel templates to extract the financials of listed companies and other instruments into Excel, you will understand the frustration that we have helped some clients with.

MDA Property Manager Excel Consulting- assisting MDA clients in their management and financial accounts reporting using MRI Software's MDA.

Excel automation consulting that enables you to spend more time analysing the results, and less time creating the reports

Excel assistance in converting a timesheet roster to a payroll upload with a focus on extracting the leave dates in a special format.

Excel is commonly used as a Capacity Planning Tool. A client requested consulting assistance with their Capacity Planning spreadsheet.

A common use of MS Excel templates is in the HR area with regards to timesheets. This is a recent development for a Corporate Excel timesheet template to facilitate timesheet management over a number of sites and employees with variable shifts.

We have been involved in a number of Renewable Energy Financial Models for IPP's (Independent Power Producers) covering the major types i.e. Solar, Wind and Hydro. We also have modelled fossil fuel energy like coal and LPG.

The increase in renewable energy initiatives means that we have built, audited and adapted a number of Solar PV Financial models.

MS Excel Formula Assistance in South Africa (or via virtual for worldwide Excel consulting assistance). Helping clients fix their formulas by making sure that they use the CORRECT function correctly.

A common use of MS Excel is to create Human Resource Excel Spreadsheet Templates to address the problem of information coming from a variety of sources (payroll, LMS, HR modules, email system, whistle blower systems etc) which are not easily consolidated and reported on.

Biotech financial and life cycle modelling with Excel consulting services performed including fish farms, agriculture and packaging.

Consulting assignments to (easily) combine Actuals, Forecasts and Budgets into a automated management reporting pack using only MS Excel's inbuilt tools.

Using our financial modelling logic to set up a Machinery Maintenance Forecasting Tool with MS Excel with the intention of predicting the maintenance cycles on individual components within heavy movable and immovable machinery.

We are regularly requested to build a financial model in the property sector. In this case it was to build a template model that would look at an investment on a property by property basis.

Reconciling medical insurance claims to the practice software to allow for better and more thorough reporting

We provide assistance in generating a calculator to determine the impact of leases and IFRS16 on the financial statements.

We provide assistance in generating a calculator to determine the impact of IFRS15 on the financial statements.

With the ever increasing risks associated with businesses, it is becoming critical to make sound business decisions. This generally involves the development of financial models that assess the likely impact of any decision on the business.

We can provide financial model audits and reviews to make sure that no errors have crept into your Microsoft Excel spreadsheet model.

Spreadsheets are often used to collect and collate data to create useful reports. But that often means someone receiving spreadsheets and then manually consolidating them.

Whether it is a financial model used to make investment/ project decisions or an operational spreadsheet to analyse historical data we have the microsoft excel and business experience to assist.

If you are finding that you have too much data and not enough quality information, contact us to see how we can help.

We will understand what the spreadsheet does and how it works and then convert it into a database. Excel will still be used in some way but it will be a more effiicent and safe process.

Businesses are currently inundated with data. Every system now records the dates, times and amounts of every little process. Yet, we still get queries because clients can't seem to get relevant reports out of their systems.