Your back-office management likely lives in Excel, which means there is plenty of opportunity to boost efficiency. Just think about how much time is spent on closing property and corporate books every month and quarter. Now is your last chance to register for our next solution tour! See how you can get your valuable time back by centralizing your entity data and improving efficiencies in your back office. Register now: https://ow.ly/MMNE50R7RPR #CRE #entitymanagement
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Unlock the secrets of Financial Planning Admin Support in our latest video! 💼💰 Discover how expert virtual assistants streamline financial operations, manage data, and optimize client interactions for maximum efficiency. Join us as we unravel the intricacies of financial planning admin support and learn how it can revolutionize your business! 🔍✨ Watch the full video here: https://lnkd.in/gXqfwXs7 #FinancialPlanning #AdminSupport #EfficiencyBoost
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Building First Water Finance, Enabling Better Dialogue and Deal Outcomes by Advancing FP&A Capability and Data Maturity Roadmaps
More than 60% of organizations are wholly reliant on Excel for annual budget builds, with 90%+ utilizing spreadsheets in some capacity. How much time is your team spending in collecting input templates, aggregating information, and rolling up consolidated outputs? Whatever it is, it’s time that could be spend in analysis and org-wide dialogue that leads to better budgets, more accuracy, and more buy-in. What can you do about it? Join office hours! On 10/3 we’re hosting a private discussion forum on this topic, providing a sounding board and space for peer sharing on this critical component of the budget process. We’ll be talking automation options, template design, and tools that support the effort, in the context of real time participant circumstances and goals for 2025 planning. Drop by anytime between 1:30 PM - 3:00 PM CST to collaborate and share experience and insights, as we work together to make 2025 planning a success! Register below to secure your spot: https://lnkd.in/gGypgH-u
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Building First Water Finance, Enabling Better Dialogue and Deal Outcomes by Advancing FP&A Capability and Data Maturity Roadmaps
More than 60% of organizations are wholly reliant on Excel for annual budget builds, with 90%+ utilizing spreadsheets in some capacity. How much time is your team spending in collecting input templates, aggregating information, and rolling up consolidated outputs? Whatever it is, it’s time that could be spend in analysis and org-wide dialogue that leads to better budgets, more accuracy, and more buy-in. What can you do about it? Join office hours! On 10/3 we’re hosting a private discussion forum on this topic, providing a sounding board and space for peer sharing on this critical component of the budget process. We’ll be talking automation options, template design, and tools that support the effort, in the context of real time participant circumstances and goals for 2025 planning. Drop by anytime between 1:30 PM - 3:00 PM CST to collaborate and share experience and insights, as we work together to make 2025 planning a success! Register below to secure your spot: https://lnkd.in/gGypgH-u
Budgeting Office Hours: Aggregation & Refreshes | First Water Finance
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Master Time Management: Streamline Your Finances Today Discover how to boost your productivity by scheduling essential financial meetings. Learn the power of setting dedicated days for paperwork and financial check-ins to prevent stress and stay ahead of potential issues. Less worry, more efficiency—let's get organized! more here: https://lnkd.in/gJkHcMzr #TimeManagement #FinancialHealth #ProductivityTips #EfficiencyMatters #OrganizationSkills #MeetingStrategically #StressFreeFinances #ProactivePlanning #FinanceManagement #WorkSmart
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Financial Ally creating a smarter, more stable financial future, Podcast host and guest
Master Time Management: Streamline Your Finances Today Discover how to boost your productivity by scheduling essential financial meetings. Learn the power of setting dedicated days for paperwork and financial check-ins to prevent stress and stay ahead of potential issues. Less worry, more efficiency—let's get organized! more here: https://lnkd.in/gy24mVkX #TimeManagement #FinancialHealth #ProductivityTips #EfficiencyMatters #OrganizationSkills #MeetingStrategically #StressFreeFinances #ProactivePlanning #FinanceManagement #WorkSmart
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💰✨ Save on costs, boost productivity, and access specialized skills with a virtual assistant! Streamline your business operations while enjoying expert support and financial efficiency. #CostSavings #IncreasedProductivity #SpecializedSkills #VirtualAssistance
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Frequently Asked Question 🤔 How can a virtual assistant help me manage my finances? Gain financial clarity and control with Solvevia's tailored virtual assistant packages. Our dedicated team ensures consistency in operations, supporting your business with customer service, marketing, and financial management. 📊💼 Visit our website and book a free consultation today! #VirtualAssistant #FinancialManagement
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Streamline your expense management with this user-friendly Excel template designed to keep you organized and efficient. Advantages ✅ Track with Ease: Manage expenses efficiently with detailed task tracking. ✅ Stay Organized: Keep all your expense-related tasks in one place. ✅ Save Time: No need to create a system from scratch—this template has it all! Links 📹 Watch the YouTube Tutorial: https://lnkd.in/gnnCctEX 📥 Download the Template and Read the Blog Post: https://lnkd.in/gRWFW7YG #excel #exceltips #exceltraining #exceltraining #excelskills #exceltricks #excelonline #office365 #msexcel #msexceltraining #msoffice #templates #templatedesign #template #advancedexcel #advanceexcel #ExcelHacks #ExcelFormulas
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Helping finance professionals master FP&A, Excel, data, and CFO advisory services through learning experiences, masterminds, training + community | Adjunct Professor in Data Analytics | Microsoft MVP
This isn't fancy. And most AP systems should be able to do this. But if you're going to use Excel or Google Sheets for working capital management, I strongly encourage using dynamic references and arrays. Here's how to understand the formula: [@[Days_Aged]] references the row within the dynamic range below the Days Aged header. [@[Terms (Days)]] references the row within the dynamic range below the Terms (Days) header. I can then use a basic calculation to determine whether the days aged are greater than the term days. In this simple example, which I shared in this week's lightning lesson, I'm referencing a dynamic range, instead of referencing a static reference. Why? Because pointing to dynamic table ranges allow you to reference an always-expanding vertical array. You can bet that you're doing to have more invoices. And you can bet that more invoices will be cleared. This approach ensures that my business model is better positioned to scale.
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It can be easy to get disorganized in your cases, especially when dealing with hundreds of files and spreadsheets. With Monolith's management features, you can keep track of evidence, data, case reports, & more. Learn how to use a case management platform to keep your department organized and efficient in weekly virtual office hours, register today: https://avairy.me/monolith #dfir #casemanagement
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