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Scott’s Add-ins Use Excel to Power Advisory Services
Use Excel to Power Advisory Services
Bespoke clothing and bespoke financials always provide a better fit. Bespoke clothing is expensive. Bespoke financials need not be.
Scott Miller, Founder,
Scott’s Add-ins
Scott Miller is the Founder of Scott’s Add-in. As a degreed accountant and technology entrepreneur, Scott delights in developing tools to help accounting and finance folks be more productive, and increase their professional identity with their clients. Scott and his family reside in Cincinnati in the States.
This article is U sing Excel in combination with Scott’s Add-in
allows you to tackle your clients’ toughest reporting needs, and do it in a very cost effective manner.
how to use Scott’s Add-ins. Get started in as little as five minutes. Here are some Power Tips on how to leverage the add-in for your practice.
Power tip #1: You could bill Use our custom Excel functions your clients for the initial Excel like =SCOTT.GL, =SCOTT. development. RANGE, =SCOTT. Instead, consider XTRACK, AND “The Add-In building the bespoke =SCOTT.XBUDGET, is ridiculously workbook on your to create beautiful intuitive and own time, and Excel sheets that inform and delight simple to use.” Peter Doe, presenting it to them at no cost…initially. your clients. Setup PurpleLime Then deliver it every your model one time, month for a fixed fee, then simply recalc the with practically no marginal sheet as needed, to refresh it with cost to you. Value-based billing at current Xero data. its finest! No training is required. If you know how to use Excel, you know Power tip #2: Create a bespoke Excel template using the addin, for an industry focus of your practice. Restaurants for example. When meeting with a prospective client, show your template, instantly building credibility as a financial expert in their industry.
Power tip #3: Using your new found skills, to go after larger, more sophisticated clients, whose reporting needs could not be addressed within the accounting software.
Power tip #4: Build a fractional CFO practice around Scott’s Addin. Take your CFO offer to the next level by creating bespoke reports, accompanied by a narrative explaining the impact to the business.
We invite you to join the growing legion of accounting professionals who are delighting their clients with bespoke financials. Be different. Start creating financial art today with Scott’s Add-ins!
FIND OUT MORE...
Find out more at: scottsaddins.com
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