A custom Microsoft Excel spreadsheet with VBA code that maximizes your financial transactional data. Customize each transaction to perfectly see your spending. Compare income statement budget to actuals on a monthly, quarterly or annual basis. Find the ratios needed to achieve financial goals on the balance sheet. Analyze the daily cash flow balance and discover if cash is sitting idle, then sweep that cash to investments or pay down debt. We offer white glove service, where we pull and hold your transactional data and perform all analysis, or we offer a DIY service where we show how to use the tool and provide support, either in person or via Microsoft Teams. Includes Advisory Service.
A custom Microsoft Excel spreadsheet with VBA code that maximizes your financial transactional data. Customize each transaction to perfectly see your spending. Compare income statement budget to actuals on a monthly, quarterly or annual basis. Find the ratios needed to achieve financial goals on the balance sheet. Analyze the daily cash flow balance and discover if cash is sitting idle, then sweep that cash to investments or pay down debt. We offer white glove service, where we pull and hold your transactional data and perform all analysis, or we offer a DIY service where we show how to use the tool and provide support, either in person or via Microsoft Teams. Includes Advisory Service.