ARE YOU READY TO SUPER-CHARGE YOUR PRODUCTIVITY?
Or are you going to keep working like a caveman?
How can we help you?
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HELP ME EXCEL
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WE HELP PEOPLE IMPROVE IN EXCEL AND BEYOND
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.
WHY EFFICIENCY IS SO IMPORTANT
Time is our most valuable resource. Successful people do more with less and get to work on the fun stuff. Teams are more engaged when they have the right technology in place. Quality goes up. Turnover goes down. The entire business benefits when people have time to collaborate, build relationships, and get their tasks done in less time.
Efficiency is a major strategic business advantage, passing cost savings along to customers and being able to respond nimbly to market opportunities. Best of all, everybody wins. Efficient employees earn MORE because there are less of them needed to get the same work done! Customers win with lower prices. Shareholders win with higher margins.
HOW EFFICIENT PEOPLE WORK
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| THINK ONCE | APPLY OFTEN | REFINE RARELY |
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STOP DOING IRRELEVANT WORK Cut out the unnecessary steps if they aren’t providing any value – define a clear purpose. |
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TEMPLATIZE WHATEVER YOU CAN Minimize inputs, use a lot of calculations, and link to/leverage data you already have. |
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MOUSE LESS, KEYBOARD MORE Leverage keyboard shortcuts for your most common actions and leverage search boxes as well. |
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KEEP IT CLEAR AND SIMPLE With what you share or present, make your key points obvious and impactful. |
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AUTOMATE REPETITIVE STEPS Excel can automate virtually anything and connect to many other apps! |
