WHY OPTIMIZE HOW YOU USE EXCEL?
For businesses:
- Less labor cost spent on manual tasks
- More capacity to tackle valuable initiatives
- More focus on maximizing revenue and profitability
- Less risk of errors and rework
For individuals:
- Less late nights and weekends working
- More time working on the valuable stuff
- More time with family and friends
- More recognition, marketability, and pay
TOOLS
Grab one of our many helpful templates or better yet, download our Excel Add-in with hundreds of shortcuts and bulk automation tools designed to save you 200+ hours a year.
TRAINING
We offer several CPE-approved courses on Excel, productivity, leadership, and similar topics for finance and accounting teams, focusing primarily on retail, restaurants, and multi-unit industry businesses.
CONSULTING
We help teams optimize and automate finance, accounting, and reporting processes, with a primary focus on processes that leverage Excel and similar apps.
COACHING
Using a proven gameplan, we work with finance and accounting professionals, coaching them on how to focus on their most important work, streamlining and automating as much as possible.
AWESOME BRANDS WE’VE WORKED WITH
TESTIMONIALS
PASSION! That is the best way to describe Derek. He goes above and beyond every day, constantly challenging the norm and striving to work more efficiently. He’s a great teacher and mentor. He’s always willing to share his knowledge to help and inspire others to get better. I’m so excited for Derek to help everyone with this course!
I can always count on Derek to help me figure out the easiest way to solve complex problems. He’s creative, engaging, and dedicated, and has so many great insights to share. Looking forward to having my team attend your courses to set them up for success!
Derek provides passion and unmatched credibility in everything he does, even as he takes on new challenges amid shifting priorities. Once when he was new to a role, he jumped in at the last minute to host a 200-attendee training session with no warning. Sharing success stories, humor, and real-world insights kept them captivated and wanting more!
Derek has been one of the most impactful people I’ve worked with in my career. His ability to communicate and connect with people – sharing valuable insights and simplifying complex topics – is a major contributor to his success…and mine. He’s a walking time hack (that’s a big compliment) and it’s well worth checking out anything he has to share.
Derek has been so great to work with. He’s taught me so things about working smarter, especially with Excel. He’s the perfect one to coach or train you on all kinds of impactful topics. You’ll be entertained as much as you’ll be educated. Bring on the dad jokes!
