Month-End Bookkeeping Checklist for Businesses
Short answer: a clean month-end close means reconciling every bank and card account, reviewing receivables and payables, recording accruals, and checking your
XLOOKUP vs VLOOKUP vs INDEX MATCH: Which to Use
Short answer: use XLOOKUP if your version of Excel or Google Sheets supports it. Use INDEX MATCH for older versions or two-way
How to Hire an Excel Expert: 7 Things to Check
Short answer: hire an Excel expert who asks about your process before quoting, shows relevant past work, explains their approach in plain
Excel vs Access: When Should You Move to a Database?
Short answer: stay in Excel for analysis, modelling and reporting. Move to Microsoft Access (or a similar database) when many people enter
7 Signs Your Spreadsheet Needs a Rebuild
Slow files, broken formulas and copy-paste routines are warning signs. Here are seven signals that a spreadsheet should be rebuilt rather than
What Affects the Cost of a Custom Excel Dashboard?
The factors that decide how much a custom Excel or Google Sheets dashboard costs, and how to scope it so you get
Google Sheets vs Excel: Which Should Your Business Use?
A practical comparison of Google Sheets and Excel for businesses: collaboration, data size, automation and cost of switching.
How to Automate Monthly Reports in Excel
The three Excel tools that turn a half-day monthly reporting routine into a one-click refresh: Power Query, PivotTables and simple VBA.