Ten Excel Tools Every Auditor Should Use

Ten Excel Tools Every Auditor Should Use

Overview Having spent the first five years of my career as and auditor, I can attest to how much time auditors spend in Excel.  And when you spend 90% of your time in Excel, it’s critical to work as efficiently as you can and find the errors that might be lurking all...
Excel Formula Symbols Defined

Excel Formula Symbols Defined

Overview If you’ve used Excel for more than a couple minutes, you’ve probably used formula references and know a couple of the symbols for them. Knowing all of them though is crucial for building quality and optimized formulas and workbooks. In this article, we’ll...
Save The F1 Key!

Save The F1 Key!

Overview Have you ever seen a keyboard where the F1 key is missing?  Chances are that isn’t an accident.  It’s a deliberate move to avoid accidentally launching the Excel Help menu – what seems like the longest 5 or 10 seconds of your life!  I learned about this after...
Ten Epic Demo Tips

Ten Epic Demo Tips

Overview If you’ve ever given a software demonstration or a product walkthrough, you know that it can take a lot of work to prep for a relatively short time to give the actual demo.  When I pivoted to pre-sales (aka solutions consulting or sales engineering) about six...
Tickmarks: Small Notes, Big Impact

Tickmarks: Small Notes, Big Impact

Overview Have you ever used tickmarks in your professional roles?  If you haven’t worked amongst accounting and finance folks, chances are you probably haven’t.  For the uninitiated, tickmarks are small symbols that indicate some type of work that was performed – a...

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