Excel Reporting

Do you have all the help you need to properly plan and control your business?

Have you ever purchased business software, only to realize later that it didn’t quite meet every requirement?  Maybe you overlooked a requirement, or maybe you assumed certain capabilities were standard, but they weren’t.  I can help you fill that gap by creating a process for you to generate reports in real time, giving you a really good reporting system for you to use in making highly effective business decisions.

Learn how you can improve your business reporting, contact me at: Suzanne Cody, CPA

Having reports ready and available in a short amount of time gives you the power to regulate and control current activities and to take corrective actions in time for your actions to be truly effective.  Having the right tools to prepare and analyse those reports improves the efficiency of the people and departments preparing the reports.

Here’s A Little Bit About How I Can Help You…

Production Scheduling

The process of arranging, controlling and optimizing workloads can be a daunting task without automated reporting to assist you. As Lucy and Ethel are busy demonstrating, it is extremely important to know what your production requirements are and what staffing levels, machines, processes and supplies are required to maintain that level. You need to have a timetable for the use of your resources and processes to produce goods or provide services. Most times, this information is available to you in your accounting software, but not assembled in a useful report. I can create custom reports available at the touch of a button in a spreadsheet format using your data, saving you hours of time trying to assemble these details daily on your own.

Job Costing

In a nut shell, to be consistently profitable, you need to have accurate estimating. In order to have accurate estimating you need accurate job costs. One of the areas most accounting software is if most deficient is in the area of Job Costing. The job costing process tracks the true costs to deliver a service or job, enabling a business to charge the right price to achieve a targeted gross profit. The most important decision that you, as a small business owner will ever make is how to price your jobs and services. I can help you make these decisions by creating custom reports that present your data in a manner that provides the true cost of your product or service in one place. Replacing having to analyze multiple reports on a monthly basis and spending hours calculating total true costs, making your reporting much more practical and efficient.

Here is a little bit about myself…

I am a Chartered Professional Accountant and a Senior Partner at Cody & James CPAs.  I obtained my Accounting Designation in 1998 and earned a diploma in Computer Programming and System Analysis in 1996.  I have been in the Accounting profession for more than twenty years, starting out employed in a corporate setting as a liaise from the IT to Finance departments.  I later became my own boss, branching out into both Accounting and Computer Programming.  I finally joined forces to form a Professional Accounting Corporation, but I still keep a hand in Application Development.  When combined, my experience is a unique blend of financial knowledge and technical savvy.

As well as acting Treasurer for a local association, I also volunteer my time sitting on a Board of Directors for a local medical center.