[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=\u201doff|off|off\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d background_image=\u201dhttps:\/\/excelevate.co\/wp\/wp-content\/uploads\/2026\/01\/Multi-unit-background_2026-01-21.png\u201d height=\u201d575px\u201d hover_enabled=\u201d0\u2033 background_last_edited=\u201doff|phone\u201d global_colors_info=\u201d{}\u201d sticky_enabled=\u201d0\u2033][et_pb_column type=\u201d4_4\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_text _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d hover_enabled=\u201d0\u2033 global_colors_info=\u201d{}\u201d sticky_enabled=\u201d0\u2033]<\/p>\n

Check out our quick video and discover why multi-unit teams are so challenged in Excel and how to optimize your team\u2019s Excel efficiency and unlock strategic opportunities for revenue growth, cost reduction, and team morale. Plus, get a complimentary copy of our Keys to Excel Efficiency for Multi-Unit Businesses<\/strong> eBook!<\/div>\n
Access these free resources<\/a><\/div>\n<\/div>\n<\/div>\n
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Send download link to:<\/p>\n
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\nTOOLS<\/p>\n
Grab one of our many helpful templates<\/a> or better yet, download our Excel Add-in with hundreds of shortcuts and bulk automation tools designed to save you 200+ hours a year.<\/p>\n
Try it for free today!<\/a>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u201d1_2\u2033 _builder_version=\u201d4.24.2\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_text _builder_version=\u201d4.27.4\u2033 _module_preset=\u201ddefault\u201d custom_padding=\u201d8px|8px|8px|8px|false|false\u201d border_radii=\u201don|3px|3px|3px|3px\u201d border_width_all=\u201d3px\u201d border_color_all=\u201d#57862b\u201d global_colors_info=\u201d{}\u201d]<\/p>\n

\nTRAINING<\/p>\n
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.<\/p>\n
What should you learn?<\/a>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u201d1_2,1_2\u2033 _builder_version=\u201d4.24.2\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d1_2\u2033 _builder_version=\u201d4.24.2\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_text _builder_version=\u201d4.20.4\u2033 _module_preset=\u201ddefault\u201d custom_padding=\u201d8px|8px|8px|8px|false|false\u201d border_radii=\u201don|3px|3px|3px|3px\u201d border_width_all=\u201d3px\u201d border_color_all=\u201d#57862b\u201d global_colors_info=\u201d{}\u201d]<\/p>\n

CONSULTING<\/p>\n
We help teams optimize and automate finance, accounting, and reporting processes, with a primary focus on processes that leverage Excel and similar apps.<\/p>\n
What can we help with?<\/a><\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=\u201d1_2\u2033 _builder_version=\u201d4.24.2\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_text _builder_version=\u201d4.24.2\u2033 _module_preset=\u201ddefault\u201d custom_padding=\u201d8px|8px|8px|8px|false|false\u201d border_radii=\u201don|3px|3px|3px|3px\u201d border_width_all=\u201d3px\u201d border_color_all=\u201d#57862b\u201d global_colors_info=\u201d{}\u201d]<\/p>\n

COACHING<\/p>\n
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.<\/p>\n
Help me maximize my productivity!<\/a><\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d4_4\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_text _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d custom_margin=\u201d||0px|||\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
AWESOME BRANDS WE\u2019VE WORKED WITH<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
\n
$\"Brinker\"$ $\"Del$ $\"Uncle$ $\"BLD$ $\"Velvet$ $\"Simms$ $\"Tenshoppe\"$ $\"Apex$ $\"Buff$ $\"InfoSync$ $\"Aurora$ $\"BlackLine$ $\"Institute$ $\"Texas$ $\"Texas$ $\"FirstCash\"$ $\"Brinker\"$ $\"Del$ $\"Uncle$ $\"BLD$ $\"Velvet$ $\"Simms$ $\"Tenshoppe\"$ $\"Apex$ $\"Buff$ $\"InfoSync$ $\"Aurora$ $\"BlackLine$ $\"Institute$ $\"Texas$ $\"Texas$ $\"FirstCash\"$ <\/div>\n
<\/p><\/div>\n
[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d custom_padding=\u201d3px||2px|||\u201d][et_pb_column _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d type=\u201d4_4\u2033][et_pb_text _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d custom_margin=\u201d||0px|||\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
TESTIMONIALS<\/h2>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u201d1_3,1_3,1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_testimonial author=\u201dMaggie S.\u201d job_title=\u201dVP\/Controller\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]Derek has the heart of a teacher. He successfully taught my team practical and realistic ways to work more efficiently. He\u2019s a very creative thinker and understands how even the smallest efficiency gains add up to huge improvements. I highly recommend leveraging Derek for learning how to work more efficiently and get the best out of your team![\/et_pb_testimonial][\/et_pb_column][et_pb_column type=\u201d1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_testimonial author=\u201dCyndi R.\u201d job_title=\u201dPrincipal Solutions Consultant\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
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\u2019s a great teacher and mentor. He\u2019s always willing to share his knowledge to help and inspire others to get better. I\u2019m so excited for Derek to help everyone with this course!<\/span><\/p>\n
[\/et_pb_testimonial][\/et_pb_column][et_pb_column type=\u201d1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_testimonial author=\u201dJeff B.\u201d job_title=\u201dVP\/Controller\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
I can always count on Derek to help me figure out the easiest way to solve complex problems.\u00a0He\u2019s creative, engaging, and dedicated, and has so many great insights to share.\u00a0Looking forward to having my team attend your courses to set them up for success!<\/span><\/p>\n
[\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u201d1_3,1_3,1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_testimonial author=\u201dTerry R.\u201d job_title=\u201dConsutant\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
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!<\/span><\/p>\n
[\/et_pb_testimonial][\/et_pb_column][et_pb_column type=\u201d1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_testimonial author=\u201dPJ M.\u201d job_title=\u201dAccount Executive\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
Derek has been one of the most impactful people I\u2019ve worked with in my career. His ability to communicate and connect with people \u2013 sharing valuable insights and simplifying complex topics \u2013 is a major contributor to his success\u2026and mine.\u00a0He\u2019s a walking time hack (that\u2019s a big compliment) and it\u2019s well worth checking out anything he has to share.<\/span><\/p>\n
[\/et_pb_testimonial][\/et_pb_column][et_pb_column type=\u201d1_3\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_testimonial author=\u201dMolly C.\u201d job_title=\u201dSenior Solutions Consultant\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
Derek has been so great to work with. He\u2019s taught me so things about working smarter, especially with Excel. He\u2019s the perfect one to coach or train you on all kinds of impactful topics. You\u2019ll be entertained as much as you\u2019ll be educated. Bring on the dad jokes!<\/span><\/p>\n
[\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d custom_padding=\u201d0px||0px|||\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d4_4\u2033 _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][dipl_modal modal_id=\u201dHome_Popup_Buttons\u201d trigger_type=\u201don_page_load\u201d trigger_delay=\u201d1500ms\u201d close_on_esc=\u201don\u201d show_header=\u201doff\u201d show_footer=\u201doff\u201d _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d modal_width=\u201d350px\u201d display_conditions=\u201dW3siaWQiOiIzNzdlZGU0Mi04OThjLTRhNGUtYTExMy1kYTU4N2E4ZmU5MTMiLCJjb25kaXRpb24iOiJ1cmxQYXJhbWV0ZXIiLCJjb25kaXRpb25TZXR0aW5ncyI6eyJzZWxlY3RVcmxQYXJhbWV0ZXIiOiJzcGVjaWZpY1VybFBhcmFtZXRlciIsInVybFBhcmFtZXRlck5hbWUiOiJubHN1IiwiZGlzcGxheVJ1bGUiOiJkb2VzTm90RXF1YWwiLCJ1cmxQYXJhbWV0ZXJWYWx1ZSI6IjEiLCJhZG1pbkxhYmVsIjoiVVJMIFBhcmFtZXRlciIsImVuYWJsZUNvbmRpdGlvbiI6Im9uIn0sIm9wZXJhdG9yIjoiT1IifV0=\u201d global_colors_info=\u201d{}\u201d]<\/p>\n
How can we help you?<\/h3>\n
I\u2019M NEW HERE<\/a>
\n HELP ME EXCEL<\/a>
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\n SUPPORT US<\/a><\/p>\n
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AWESOME BRANDS WE\u2019VE WORKED WITH<\/h2>\n[\/et_pb_text][et_pb_code _builder_version=\u201d4.27.5\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n \n