What Your Spreadsheet Can’t Tell You: The Hidden Story Behind the Numbers
In the world of financial reporting and data analysis, spreadsheets are our indispensable companions. They organize, calculate, and present…
Supercharge Your Spreadsheets: 10 Essential Excel Tips for Finance and Data Pros
In the world of financial reporting and data analysis, Microsoft Excel remains the undisputed champion. But if your workflow…
How to Fix Unreliable Excel Reports: A Guide to Data Accuracy
The Problem with Unreliable Excel Reports For many of us, Microsoft Excel is the go-to tool for everything from…
How to Master Sending Email from NetSuite CRM: A Guide to Deliverability and Tracking
The Challenge of Sending Email Natively from NetSuite CRM Email is the lifeblood of business communication, and your CRM…
How to Master Budget vs. Actual Analysis in Excel: Your Guide to Smarter Financial Reporting
Introduction: The Power of Budget vs. Actual Analysis Budgeting season is a stressful time for any business. But the work…
Is Your ERP in Alignment with Your Business Goals? A Guide to Ongoing Optimization
In the fast-paced world of business, technology is often seen as a one-time solution: Select a new Enterprise Resource…
The 2026 Budgeting Prep Guide
It comes around every year at the same time, and no matter what you do, it never seems to…
Salesforce and Excel Integration: How to Do it (and Why You Should!)
When it comes to CRM, Salesforce is no stranger to popularity. In fact, it’s been ranked as IDC’s number…
How to Use Excel for Consolidated Financial Reporting
Last year in the US alone, there were 13,697 mergers and acquisitions deals. That’s a lot of business worth…
Excel Encryption: When, How, and What Else You Can Do
When we think of data breaches and data security, the first words that come to mind probably aren’t “Excel…
How to Put Your Month-End Close Reporting in Summer Vacation Mode (Year-Round!)
No matter if you’re looking at taking time off for summer break or the holidays, it’s not only exciting…
Can Excel Improve Your Operational Efficiency? (Believe It or Not: Yes!)
According to Morgan Stanley, by early 2024, the buzzword “operational efficiency” was mentioned in US earnings calls more than…