Excel Tables Tips and Tricks
In this Excel video, I will teach how to take advantage of Excel tables. There are plenty of tips and tricks to manage your data tables.
How to use PivotTables for Bookkeepers
This video will teach you some tips and tricks on how to use Excel PivotTables for bookkeepers. It will show you things that can trip you up in a PivotTable and how to effectively report on your expenses.
How to conditionally format budget items in Excel row by row
In this video, I share a favorite trick of mine to format an entire transaction's row in Excel with a fill color based on a budget item.
How to do a Vlookup in Excel
This video will teach you how to master the Vlookup in Excel.
A cheatsheet on how to create a vision statement, mission statement, and core values
A small business owner faces many daily tasks and long term goals. I believe a strong business is one that has a clearly defined vision, mission, and core values. They are also known not just by the business owner, but also its team members. VISION STATMENT I think of the vision statement to reflect where you are going. If it can be accomplished in your life time it might be too little. I think of a vision statement to symbolize a compass which points you towards your true north. Sequentia Solutions Vision statement is "Empower small business owners with effective and practical solutions." MISSION STATEMENT The mission statement is what you are about on the [...]
Use Goal Seek in Excel to find a target value
Goal Seek is a great feature in Excel to find a target value. You can find Goal Seek within the Data Tab under the what-if button. In this example, I will share with you how to answer how much new revenue much we achieve to produce $10,000 in profit. Goal Seek options setup Goal Seek Results: The value is $8,050 in new product revenue will yield a profit of 10K.