Excel & Accounting

Excel is a powerhouse tool for accountants and finance professionals alike, offering unmatched flexibility and accessibility. For small businesses or self-employed individuals, it’s often an ideal solution because it’s already included with Microsoft 365 and can be customized to fit specific financial needs.

However, Excel’s greatest strength—its flexibility—can also be a drawback. Without built-in accounting controls, users risk costly errors and inefficiencies without a strong bookkeeping foundation. As a CPA and CFO, I always recommend assessing your business’s complexity and resources before choosing Excel or investing in dedicated accounting software.

What’s your experience with using Excel for accounting? DM or email me to connect and explore how we can unlock transformative value for your business together.