Expert Microsoft Excel Consulting Services

Microsoft Excel Programming & Microsoft Excel Training

Excel and Access, LLC is a Consultancy based out of Irvine California. In the capacity of Excel consultants, we provide programming and training services in Microsoft Excel.

Microsoft’s most used business application is Microsoft Excel:  If your organization uses Microsoft Excel, you’re wielding the most powerful desktop productivity application made by Microsoft.   Microsoft Excel is how business gets done.  And for good reason, Excel is easy to use, it is powerful when used right.

If your office is having challenges with Excel, we are here to offer our expert Microsoft Excel Consulting services for business. We can program new Excel workbooks for you, we can revise existing spreadsheets, or we can train your staff in how to use Microsoft Excel. Either option increases your team’s efficiency and reduces human error, which saves your business money.  Ultimately, your staff will get more work done in less time.

Our Microsoft Excel Consulting Services Include:

1. Microsoft Excel Programming
2. Microsoft Excel VBA/Macro Coding
3. Microsoft Excel Training
   1. One-on-one
   2. Face-to-face
   3. Group Training
   4. Mentoring

Our team of Microsoft Excel MVP’s lead our team as Senior Excel Consultants, providing both programming and training services in Excel, w/ VBA.

Client Testimonial, Microsoft Excel Consulting Project:

Thank you.  It was awesome that you were able to get it done over the weekend. Look forward to working with you again soon. Take care, Bob.

Robert K. – Westex Capital

Free Consultations: Let’s Discuss your Excel Programming and Training Needs

Toll-Free: 877.392.3539 | Irvine, California: 949.612.3366 | Manhattan, New York: 646.205.3261

How can Hiring an Excel Consultancy Benefit your Organization?

Hiring a 5-Star Excel consulting firm can help you get the most benefit out of your Excel workbooks.   We can program your Excel files for you, or we can teach your staff how to better use Microsoft Excel.

Save money each time your staff run the custom Excel application.

Excel Programming Benefits: If you hire our firm to program your Excel files for you, we can build fully integrated and automated workbooks that anyone can use, regardless of their personal Excel skills. When you hire an Excel consulting firm to program your Excel files, you pay for the service one time, you benefit each time your staff use the automated workbook.

Excel Training Benefits: While learning essential Excel functions does not pose significant challenges, learning more complex functions such as the XLookup can turn into a huge time drain and a frustrating headache. User manuals can be helpful, as are videos, but personalized and professional training in Excel encourages working smarter — not harder — while increasing productivity.  One-on-one Excel training, face-to-face or remote, is literally the best way to learn Microsoft Excel.  Excel training by the hour.

Google Business Reviews are a great resource to see how qualified is the Excel consultancy you are considering working with.

Same Day Excel Help Benefits: Having readily available assistance when you need it helps you to reduce downtime, to reduce frustration, and to get your team back to work as soon as humanly possible.   Working one-on-one with one of our expert Excel consultants is the quickest way to get back to business.  Our senior Excel consultants can help with custom Excel programming as well as Excel training.

Common Benefits of Working with an Excel Consulting Company:

• Pay for the work once, save time/money each time you use the application
• Make your staff more efficient in Excel
• Automated workbooks run in less time
• Automated workbooks free your staff to focus on other activities
• Anyone can use a properly built Excel file, no Excel experience needed
• Integrating Excel with Office 365, Access, SQL Server allows you to get more done
• Customized training that matches your exact needs
  • Only learn what will be used at work, nothing else
• Maintain Data Entegrity
• Reduce user error
• No more wasted hours trying to write a formula
• No more time searching Google to debug your Excel problem
• No more telling the boss you do not know or you cannot do that
• Project Support: You are working with a US based corporation, not an after-hours freelancer
  • You work with our corporate office in Irvine California, and with a project manager, and with the programmer or trainer
• You can always reach us 877-392-3539

The benefits outweigh the costs; each time (day, week, month, year) your staff use the Excel file we programmed for you, your staff saves time which saves your business money.  Pay for an hour of Excel training, then each time the staff member works in Excel, they are more efficient, they get more work done, and once again, your business saves money.

Working with our Excel consultancy provides you access to the best Excel programmers and Excel trainers from California to New York; Microsoft Certified Excel MVP’s.

How Easy is it to work with an Excel Consulting Firm?

The process is super easy, we can start today.  Either call, email or chat.  We will quickly discuss your needs; we will let you know how we can help you. The next step would be a free consultation where we review your needs in detail.  BAsed on that we can put together a statement-of-work, following be a quote for the programming or training work. If you accept the quote, we can start the work right away.  Once the work is complete, we will deliver for your review.

Tweaks are included, once you are satisfied, the project is complete, and you are on your way until you need our expert help again.

We are quick, efficient, and we know time is often of the essence.  No work is outsourced, there are no delays in waiting to speak with us, we are here to assist.

It Starts with a Conversation, it ends with your company becoming a repeat client.

Free Consultations: Let’s Discuss your Excel Programming and Training Needs

Toll-Free: 877.392.3539 | Irvine, California: 949.612.3366 | Manhattan, New York: 646.205.3261

Our clients say that “We are a pleasure to work with”.

We work with some amazing people; we create some very nice relationships. We love what we do.

Microsoft Excel’s 12 Most Common uses in Business

Microsoft Excel is used to organize, manipulate, and to visualize data. Microsoft Excel is used so much in a business setting; it is probably the most used Microsoft application on most business computers.  When it comes to Excel, there are so many different possible uses, limitless really.

Below are the services we are most often hired to perform for business.

12 Common Excel Based Tasks for Corporations:

• Reporting
• Financial Analysis
• Budgeting
• Accounting
• Record Keeping
• Financial Planning
• Financial Modeling
• Summarizing and Tracking Critical Data
• Data Management, Data Collection, Data Storage
• Dashboards: Key Performance Indicators (KPIs)
• Visualizing Data: Pivot Tables, Pivot Charts, Graphs
• Providing data to Microsoft Office 365 and Microsoft Database applications

Note: Microsoft Excel is capable of calculating, analyzing, and storing any and all company data, including — but not limited to:

• Excel Data
• CSV/Text Data
• Database Data:
  • Microsoft Databases: Access, SQL Server, and Azure data
  • Oracle Data
  • Web Based Database Data
  • ADP, AS400, MySQL, SQL, etc.

Excel can turn complex data, from most sources, into manageable and organized data sets with compelling visualizations that allow for decision-making and communication.  An expert Excel consultant can use data from a variety of sources, often Integrating Microsoft Excel with a Microsoft Access Database.

Our top Excel consultants can integrate Microsoft Excel with all of the Microsoft Databases as well as external data sources.

Excel Consulting Services are not just for Business: 

Microsoft Excel is used by business of course, but also government, education, non-profits, and individuals.  Any industry, any country, and sized organization can benefit from Microsoft Excel consulting services if they want to get more out of Excel. 

Anyone that has data that they want to track, analyze, and report on, can benefit from using Microsoft Excel. An Excel consultancy can help the Navy just as well as IBM or the British Red Cross as data is data, a function is a function.

The Market Sectors we Serve:

1. Business
2. Government
3. Education
4. Non-profits
5. Individuals

Big Business is where the majority of our clients come from. Excel consulting for business is what we do most.

We have a lot of Government clients, from the US Military to the DMV.

Colleges hire our firm for our expert Excel Consulting Services. USC hires us for our Access and SQL Server programming, Thunderbird Hires us for our onsite Excel training. That said, most colleges hire us for programming services.

We work with a lot of non-profits; many you have never heard of. They have unique needs, and we are happy to help.

Regardless of the type of organization you work for, our Excel consultancy can help your organization to get the most out of Microsoft Excel, call for a free consultation.

Excel and Access, LLC was incorporated in 2003. We are leading Excel Consultancy based out of Irvine California, with a local office in New York.

Microsoft Excel is a flexible tool with a multitude of uses, and our professional consulting services are tailored to best serve you and your team’s specific needs, be it custom Excel programming or Excel training.

No matter how large or small a role Excel plays in your day-to-day operations, professional consulting will accelerate your team’s use of this powerful business tool. Let our Excel consultants take your business applications and efficiency to the next level.

Microsoft Excel VBA Equals Power

Microsoft Excel is the primary desktop productivity application that office staff use to get their work done; Excel is how work gets done. Business, colleges, government staff, they all work in Microsoft Excel.

Microsoft Excel workbooks are a powerful tool for business, or in any office setting for that matter.   Add Excel based VBA, aka Macros, and wow, now you have an application that gets things done, no human needed. Microsoft Excel VBA is a game changer.

Visual Basic for Applications, aka VBA is the code that automates Microsoft Excel.

Try that in Google Sheets.

If you use Microsoft Word, Outlook, PowerPoint, Access or SQL, and if you are not integrating and automating those applications with Microsoft Excel, ask yourself why. There is a huge savings in time and money if you do. And you do that with Microsoft VBA programming (Visual Basic for Applications).

The Real Power of Excel is in VBA (Macros):   Excel VBA will allow you to take the manual process and automate them.  That is the real power of Microsoft Excel, that is what our Excel and Access consultants do best. Take the user out of the process, out of the equation, let the computer do the heavy lifting.

There really is no alternative to this amazing application and what it can do for your business or organization.  Try automating other spreadsheet applications, including Excel Online.

Why might your staff need Microsoft Excel Training?

You don’t need to be an expert Excel programmer to work in Excel:  But you do need to know what you are doing.  Knowing more definitely has benefits.  The most efficient way to advance your Excel skills is through professional Excel training with an Excel MVP.  There is no better way to learn Microsoft Excel than one-on-one Excel training.

Our expert Microsoft Excel consultants will teach your team how to:

• Write advanced functions (XLookup, VLookup, SumIfs, etc.)
• Develop new workbooks
• Filter and sort data
• Create executive-level dashboard reporting
  • With Pivot Tables, Pivot Charts and Slicers
• Create Interactive Charts & Graphs
• Summarize, track and manage your data
• Develop Financial Reporting and Analysis templates
• Advanced formatting for presentations
• Write basic macros
• Export Excel data to Microsoft Access, Word, PowerPoint
• If your team needs to know it, our Excel trainers can teach it

Whether you are a small company or an enterprise, working with Excel can transform your data and reporting. A professional Microsoft consultant will analyze your project needs and requirements and provide a solution so that you take full advantage of your data. That may include both programming and training, or just one of the two.  Our senior Excel consultants are experts in both.

Client Testimonial on Excel Training Project:

I know just the people to call whenever I’m in a bind. Unbelievable how much better I’ve gotten at excel day-to-day items since working with Bob. It’s been very beneficial both in my current role and future! Thanks again.

Ben Meth, Senior Manager, Major Accounts

Brother International Corporation

Example Solutions:  Solutions our Excel Consultants Frequently Build:

Our Excel Consultants are “Data Visualization” Experts – Example #1

Building advanced Data Visualization models in Excel is one of the things our Excel experts do best.  KPI Dashboards are based on Pivot Tables, Pivot Charts, w/ Slicers and they are a powerful analysis and reporting tool in Microsoft Excel. Add Excel UserForms for data entry and you have the ultimate Excel based solution. 

At Excel and Access, LLC we build Data Visualization and Dashboard applications for all sorts of organizations, and senior management loves them.

When it comes to working in Microsoft Excel, “BIG Data” is a really a thing. Getting the most out of that data can be a real daunting effort, even for the most seasoned Excel consultants.  When you need help to tame your Excel data, working with a professional Microsoft data visualization expert is a good idea.

A good Excel consultant can discuss your needs with you, and they can determine what you need in your custom solution, and then they can program it for you.  They can even provide training on the solution once it is delivered.

Microsoft Excel Data Visualization Experts know how to manipulate data in Excel to produce stunning and easy to use Microsoft Excel Dashboards, interactive reports, and complex data analysis files. So simple anyone can use them. Want to discuss your needs, give us a call. We are here to help.

Experts Note: Data visualization experts often work with Excel vba coding (macros), advanced Excel functions, Excel UserForms, Pivot Tables, Pivot Charts, Slicers, Conditional Formatting, and custom Dashboards to get the most out of Excel. These advacned Excel projects might cost more than simplest Excel projects, but the benefits far offset the cost.

Our custom Microsoft Excel Tracker Templates are KPI Dashboard Powerhouses, full-blown data visualization with ease of use.

Our Consultants Build Custom Microsoft Excel Tracker Templates – Example #2

Excel Tracker workbooks are some of our most common custom-built solutions in Microsoft Excel.  If you want an Excel workbook to list items, dates, prices, employees, any data really, then a custom tracker in Microsoft Excel might be just the solution for your organization. As consultants we are here to discuss your needs in great detail, to make sure we program the exact solution you need. Consultations are free, so there is nothing to lose, and much to gain.

Generally speaking, Microsoft Excel tracker templates are Excel files with a very narrow and specific use, usually, tracking one type of data. An Excel tracker is basically a simple list of like items that can be monitored. Examples of what custom Excel trackers might track are items such as sales, clients, or certification dates.

Trackers fit one specific purpose, they give you a single location where you can track, find, update the data of interest.  These are often called “Master Lists”.  Chances are your organization has many trackers based in some sort of software application.  

Trackers can be ultra-simple, with as little as one tab on the workbook.  Or trackers can be excessively complicated, many times, many UserForms, with a lot of VBA programming.  What our consultants would put in your custom Excel tracker would be determined by your exact needs, not ours.

Example of Tracker Template in Microsoft Excel. Fully integrated and fully automated via vba coding.

Our consultants can teach you how to use the 7 most important functions for budgeting – Example #3

Building easy to use custom budgets from scratch is no easy task.  If you are charged with creating budgets, forecasts, with actuals at your place of employment, our team of expert Excel consultants can teach you all that you need to know.

And we can do so one-on-one, onsite or remote. We can teach you how to design the workbook, which functions to use, even what vba to write.  Goal, a super powerful, yet super easy to use Excel budget worksheet.

Our consultants can teach you Intermediate Excel programming skills – Example #4

One quick way to advance your business or office career is through building your Excel programming skills, to the intermediate level.  We can teach you the 10-most intermediate Excel programming skills to advance your career.

There are over 450 Excel functions, you need to know ten intermediate ones for Excel budgeting.

Client Feedback on our Excel and Access Programming and Training Services

I have engaged Jacob to help me with an Aging Report. He quickly provided me with a solution which I didn't think of. I would highly recommend his service to anyone who needs excel help.

Jerelene Tan

00:18 24 Feb 18

Our experience with Excel and Access. LLC was excellent. Chris and his team of very skilled professionals were able to help us out immediately. After just a brief discussion of the project we hired them for, they completed the work and exceeded our expectations in just hours. I have used Chris and his team on numerous projects over the span of 10 years. I am consistently impressed with how quick the payback is, and how well his team understands my requirements and delivers a product that exceeds my expectations. His team is always available anytime of day or night to help or answer questions. We highly recommend Excel and Access, LLC for anyone searching for highly effective and easy to use productivity tools.

Chris DeSantis

19:10 07 May 17

I have been assisted once again, by Paul this time, quick and effectively, even though it has been a weekend. So many thanks!!!! Such a great support to Excel users and Excel programmers alike!

Demetrios Lambrou

03:30 17 Oct 17

I had an Excel problem that I could not crack without extreme effort on my part. I contacted Excel and Access via email. I received a prompt response then described my problem and indicated that I really wanted to remunerate them for their (Christopher and Jacob) time and effort. They honed in on my problem description with only 2 very helpful emails that showed me how to solve my problem. I was very impressed and grateful. There was never a mention of any charges. They are consummate professionals. I can see why they are Microsoft MVP's.

Mitch Goins

15:06 01 Aug 17

Chris and Paul were amazing. We hit them with a project last minute and they dropped everything and came through within hours. The work was done professionally and exactly as we needed and at a very reasonable price. We were very pleased.

Michael Bell

12:22 09 Jun 17

Excel and Access, LLC were super responsive. They really went above and beyond my expectations. They were able to customize directly to my needs. The automation they delivered is very fast and easy to use. I'd use them again in a second. AND they're nice people, too. ?

Bret Linford

20:16 30 May 17

I had the pleasure of working with Excel & Access on a very intricate Excel project involving a massive spreadsheet that housed years’ worth of data. After having two other firms take on the project and then bail, I was panicked and desperate to get the project completed in what was now a very tight time frame. I worked with Christopher and Jacob and couldn’t be more delighted with the level of customer service I received. Jacob is extremely knowledgeable, and also incredibly responsive. My e-mails were answered immediately and the project was completed quickly, ahead of my deadline, thanks to his working nights and even over the weekend to get it done. I felt as if I were the only client he was working with at the time! Jacob made a difficult, tedious assignment look like child’s play. Excel & Access are fabulous to work with and are now my go-to for any Excel need, large or small. Good customer service is difficult to come by, but they nail it! If you are looking for help with an Excel project, I recommend Excel & Access without reservation. You won’t be disappointed.

Jacqueline

13:10 21 Mar 17

Jacob was fantastic to work with. I was tasked with developing an easy way to track our Corporate Training across all departments and positions based on company requirements and hire date. I knew there had to be a way to do it in Excel with formulas, but it was way above my skill set. I contacted Excel and Access, and they listened to my needs and paired me with Jacob. He was very responsive and was quickly able to come up with precisely what I needed. He was great at making the necessary tweaks, including creating a “GENERATE” button in bright red so that I couldn’t miss it. I can now run all of my reports with all of my different conditions with the click of that big beautiful red GENERATE button. I will definitely reach out to Excel and Access and Jacob for my future needs.

Kelly WILKEN

20:01 03 Dec 20

These guys are the excel experts! They take our complicated needs and turn them into easy tools that we can use and run on the daily basis. Quick turnaround as well, the latest project we needed help with they completed and had back to me in 24-hours!

Christine Williams

20:52 01 Feb 21

Excel and Access was a great pick for our excel training needs. The training class was very easy to follow and Bob our instructor was very knowledgeable. Would definitely recommend and will be going back to them for future training needs.

John Gebbia

22:45 18 Dec 20

I arranged for two 1.5 hour sessions on Microsoft Excel Tips and Tricks sessions for my organization in January 2021. I am 100% satisfied with the service. Chris and Maria were very responsive to my initial inquiries and helping me with setting up the virtual sessions. This company provide consulting services on various applications and I liked how I was able to customize my sessions by selecting the tips and tricks to be shared- it was 100% customizable.Our trainer, Bob Umlas, was superb in the delivery of both sessions. He provided an Excel workbook and shared his screen to show all the tips and tricks on how to use Excel more efficiently. The sessions were also recorded so that staff could rewatch the lessons again at a later date. Overall I was very please with the company's services and would work with this company again should future opportunities arise.

BC Synapse

23:32 02 Feb 21

I'm not Pepsi, Amazon or any of their big clients...just a guy with a small, boutique private psychology practice 3,000 miles away in NY. Every time I need these guys they are there...got my project started ASAP, turn around time was amazing and best of all, any and all tweaks were handled ASAP until we got all the bugs out. Admittedly I was afraid we'd settle on a price and I might not be able to make edits. But no worries - each and every edit, debug done with a virtual smile and ASAP. Well worth the money and they won't disappoint. A pleasure to write a positive review for them!

Steven Kurtz

20:12 22 Aug 20

The team and Excel and Access are very efficient, friendly and professional. I'm confident that when I send a project to them, it will be done quicker than I expected it and done perfectly.Thanks!

Elizabeth Hand

16:38 15 Jul 21

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