"I owe you a big hug”
An emotional email from a client ended with the words, “I owe you a big hug.” It wasn’t polished or professional but it was honest. And it reminded me why I do what I do. This story is about how Excel - yes, just Excel - helped one accountant reclaim her calm, her control, and her confidence.
🔌 When Your "One-Click" System Blacks Out...
I hit “refresh” on my one-click Excel-based month-end system… and the numbers disappeared. Not an error - data absence. Here's what broke, what I learned, and why I always teach fixable, transparent systems accountants can trust.
Why Do Some People Expect Transformational Work… for Transactional Prices? 🤔
Why do some people expect transformational work… for transactional prices?
After showing an accountant how her 3-day manual reporting process could be streamlined into a one-click system, her boss refused to value the transformation - slashing the quote in half. It left me asking: why do decision makers underestimate the true cost of inefficiency?
“I thought the way I was doing it was the only way” 😲
“I thought the way I was doing it was the only way.” That one sentence revealed just how unaware many accountants are of what Excel automation can actually do. In this post, I share a real story of transformation - from copy-paste chaos to structured, smart reporting - and why that awareness gap inspired me to build my Masterclass.
This Week, I Beat My Personal Record
20 companies. One person. 3 minutes. Here’s how I use Excel to run month-end reporting faster than anyone thought possible
The Cat Accountant Who Said No to Copy-Paste Chaos in Excel
Tired of copy-paste chaos and Excel errors? Meet Mr. Catperk - the feline accountant who found a smarter way to automate his month-end using Excel. A cautionary tale with a hopeful ending.