Intrepid Solutions, LLC Information

CPA fashioning Access databases to populate well-tailored Excel dashboards, using SQL and VBA. Experience includes tax planning and bookkeeping as Chief Compliance Officer of a financial advisory firm, as well as creating custom spreadsheet tools: Microsoft Excel, Excel Visual Basic (VBA / Macros), Pivot Tables, Custom Spreadsheet Tools, Business Intelligence (BI), Formulas (IF, V Lookups, SumIF, Conditional Formatting), QuickBooks, Lacerte, S-Corporation Bookkeeping, 1040, 1120S, Payroll Taxes, Microsoft Word and PowerPivot ---Small Businesses--- • Speed up routine data tasks with custom spreadsheet tools created to fit your company's industry • Manage inventory, email and client lists the way your company tracks them • Answer simple spreadsheet questions immediately, without you slowing down ---Accountants/Bookkeepers--- • Organize clients' electronic "shoeboxes" with exports from Mint.com, Quicken, Quickbooks or other sources • Dig through a maze of client data, extracting items based on specific criteria • Guard your firm against spreadsheet miscalculations with custom controls