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

Custom Microsoft Consulting Solutions for the Financial Services Industry

Financial Services Industry Clients – Banks, Brokerages, Credit Cards, Real Estate, Insurance, etc., firms hire us for our 5-Star Excel, Access, and SQL Server Consulting, Programming, & Training Services

♦ At Excel & Access LLC we specialize in providing Microsoft Excel, Access, SQL Server, and Azure consulting, programming, development and training services custom built for financial institutions such as banks and brokerages, and for those that day-trade the financial markets.

♦ Our Smarter Microsoft Solutions in Microsoft Excel, Access, and SQL Server are custom tailored to those that make their living in the financial services industry or by those that make their living trading in stock, bonds, or option markets.

♦ We use Microsoft Excel, Access and SQL Server as a way to improve their trading activities, or for enhanced financial reporting and financial analysis on the performance of the business, or other financial matters, all with the Microsoft Office Suite of business applications, developed for financial organizations as well as your organization.

If your company is in the financial services industry, then the Microsoft Office Business Suite of applications is the most powerful desktop tracking, visualization, and reporting software in the world.

Our financial Excel consultants can lend their expertise to your team to ensure they’re utilizing the full potential of Excel spreadsheets, while our financial Access consultants break down the versatile utility of Access’s automation and database management.

Financial Power BI consultants provide crucial insight into the potential applications of this cloud-based desktop solution, granting your team the ability to store and share information instantaneously, on one central platform, no matter where they are located.

We even offer financial modeling consulting for projection purposes, ensuring a more secure approach to financial decision-making.

Five Star Financial Excel Consultants – for a Smarter Microsoft Solution

Excel financial consultants provide training on the most widely used program in the Microsoft Office suite around the world. Our team of Excel consultants for the financial industry helps your team to apply Microsoft applications solutions to every facet of your operation. Our Financial Excel experts can help your team learn advanced functions to:

Visualize key performance indicators
Create executive-level dashboard reporting
Summarize, track, and manage data
Filter and sort data to see trends

How Can Financial Excel Consultants Help My Financial Services Business or Trading Activity?

Financial Excel consultants can help your team get the most out of the Excel program.

Learning basic Excel functions does not pose any significant challenges, but the more complex functions require a great deal of time to understand and execute; That is, without the expertise of our Excel consultants for the financial industry.

While manuals and guides are helpful, they fail to compare to the hands-on experience of our financial Excel experts. Our Excel consulting for finance services provide a personalized action-plan to suit the needs of your team, helping the entire organization to feel more comfortable with essential Excel functions while allowing specialists to tap into the most sophisticated features of the program.

The benefits of Excel consulting for finance services include:

Database solutions
Scenario analysis
Custom formatting
Education in navigating Excel automations
Customized training for your business needs
No more wasted hours
Encouraging more intuitive and team-friendly uses

CBRE Client Testimonial:

We had a great experience with you guys, you did what you said you would do and you did it within the time frame you gave us. Most importantly, the format works like a champ and we’re very satisfied!

Tony W. Lenamon, CBRE | Valuation & Advisory Services, Dallas, Texas

Financial Access Consultants

Microsoft Access financial consultants provide your team with the training and support needed to optimize Access competencies.

Our Microsoft Access consulting for finance services explore the following solutions:

Creating applications without developer expertise
Automation of business processes
Database templates
SQL data storage
Custom database applications
Integration of data from business driving data sources and applications

How can Access Financial Consultants Help My Business?

Financial Access consultants can help you tap into the most customizable and advanced Access features:

Creation of customized applications
Integration of data from other applications
Data management
Data storage solutions
Advanced VBA (Visual Basic for Applications) solutions

Our Access consulting services allows in-house employees to concentrate on their primary job functions as opposed to taking valuable time to learn Access’s most complex features.

While using basic Access features is generally straightforward, a Microsoft Access financial consultant can provide the information and training material required to teach an entire organization to utilize the more complicated functions of Access.

The benefits of Access consulting for finance services:

Implementation of a framework for database organization
Integration of apps
Simplification and streamlining of Access processes
Learn about using Access with other MS Office applications
Tap into enterprise applications

Financial Power BI Consultants

In the era of “Big Data,” it’s critical to maintain real-time, actionable streams of information most relevant to your business’s key operating processes. Power BI, a cloud-based analytics and visualization tool from Microsoft, allows your team to analyze, summarize, and assimilate data with visual representations of your business’s key performance measures. Our Power BI consulting for finance services can streamline the more complicated aspects of learning the program, so your team can utilize the application to its full potential.

How can Power BI Consultants Help My Business?

Excel & Access Power BI consulting for finance services provide organizations with a wide variety of Microsoft application-based solutions for tracking, managing, and summarizing data.

Our Power BI consulting for finance services offer solutions for the following industries:

Professional Services
Consumer Packaged Goods
Manufacturing
Telecommunications
Airlines
Energy
Insurance
Public Sector
Retail
Capital Markets

Power BI consulting for finance helps find the data analytics solutions best suited to the needs of your company. We even offer financial modeling consulting for use with Excel to best forecast a business’s financial performance into the future.

We offer a variety of training, consulting, and programming services for organizations that utilize Microsoft Excel, Access, and Power BI. To learn more about our services, and to get started with your very own personalized consultation, talk to our team of consultants today!

Why Are We The Best?

We Deliver On Projects

Excel and Access surpasses the competitors by delivering on projects exceeding client expectations, just see our testimonials, and by providing a guarantee on all of our work.

Our Company Mission

We are driven to work hard, retain top talent, and put clients first. This simple strategy has consistently guided our success as we continue to rapidly expand our services worldwide.

Our Philosophy

Our team has a passion to provide the collective services as certified experts in consulting, programming and training. We provide experts who are specialists rather than overall generalists.

Our Promise

We commit to our clients that our services are unmatched, and our project solutions are robust. Our team will work with your team to build a long term business relationship.

Elizabeth Hand

16:38 15 Jul 21

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!

BC Synapse

23:32 02 Feb 21

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.

Christine Williams

20:52 01 Feb 21

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!

John Gebbia

22:45 18 Dec 20

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.

Kelly WILKEN

20:01 03 Dec 20

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.

Steven Kurtz

20:12 22 Aug 20

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!

Jerelene Tan

00:18 24 Feb 18

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.

Demetrios Lambrou

03:30 17 Oct 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!

Mitch Goins

15:06 01 Aug 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.

Michael Bell

12:22 09 Jun 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.

Bret Linford

20:16 30 May 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. ?

Chris DeSantis

19:10 07 May 17

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.

Jacqueline

13:10 21 Mar 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.