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 investing in dedicated accounting software, such as QuickBooks. Excel is a perfect tool to elevate and complement the comprehension of your financial landscape past performance and future projections.

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