If you’re a solo accountant or part of a small finance team, you’re in the right place. You'll learn how to automate your repetitive accounting tasks with proven Excel-based methods from an experienced management accountant. I’ll help you get very close to the dreamed “one-click” month-end reporting.

As a management accountant with over 25 years in the field, I understand the daily frustrations accountants face — especially the real-life friction between Excel and accounting software. I’ll share the tricks and workarounds I’ve developed over the years to make work faster, easier, and far less painful.

I combine Excel with Power Query, SharePoint, Outlook and Power Automate to build systems that create dynamic, accurate reports, reduce errors, and save hours every month. Most of my solutions are built around QuickBooks Online, but they can be adapted to Sage 50, Sage 200, and other platforms. These are the same workflows I use in my own accounting role.